Senior Investment Specialist, AssetMark Investment Solutions

Job Description:

Assetmark Wealth Services develops innovative, outcome-oriented investment strategies and portfolios. We partner exclusively with financial advisors on the AssetMark platform to provide client-centric investments and communications to their clients.

We are expanding our platform to include private markets strategies alongside our multi-asset, SMA, and ETF solutions. We’re seeking an Investment Specialist with experience selling and supporting private market solutions on the west coast through an investment platform that serves independent financial advisors and RIAs. You will be the platform’s subject-matter expert, accountable for advisor education, field engagement, product adoption, production, and net flows.

We can consider candidates for this position who are able to accommodate a hybrid work schedule and are close to our Concord, CA office.

Responsibilities:

• Proactively engage with and partner with our sales teams, develop territory strategies and drive sales growth.

• Enhance new and existing relationships with financial advisors through coordination with sales team, proactive outreach, high-quality interactions, events and occasional in-person meetings.

• Educate and drive private markets usage via presentations, webinars, meetings, and AssetMark/industry events.

• Gain insights into advisors’ businesses, clients, and challenges to recommend tailored solutions that address their specific needs.

• Be a thought leader for private markets on the platform and in the industry – author blogs, appear on third-party webinars/podcasts, and speak at conferences – to further AssetMark’s role as a leader in the private markets and wealth space.

• Serve as the SME on private assets (including Fund structure and mechanics), translating complex topics into simple actionable messages.

• Leverage CRM tools to track activities, analyze data, and optimize engagement strategies.

Knowledge, Skills, Abilities:

• Experience: 5+ years in alternatives/private markets distribution, with experience selling to RIAs/independent advisors; clear record of driving adoption and meeting production goals.

• Technical fluency: Working knowledge of private credit, private real estate, private equity, and infrastructure via interval funds and other private evergreen structures; comfort with portfolio construction concepts, addressing illiquidity, and tax considerations.

• Communication: Exceptional presenter and communicator; able to simplify complex topics for financial advisors and end-clients.

• Relationship building and influence: proven ability to build trust with internal sales team, advisors, and end-clients.

• Leverage CRM tools to track activities, analyze data, and optimize engagement strategies.

Education & Experience:

• 5+ years of experience in field preferred

• CFA or CAIA Certification Preferred (or currently enrolled).

• Series 65? Active License

• Bachelors Degree in Finance, Economics or similar and/or equivalent job experience

• undefined

Compensation: The Base Salary range for this position is between $175,000-$200,000.  

This information reflects a base salary range that AssetMark reasonably expects to pay for the position based on a number of factors which may include job-related knowledge, skills, education, experience, and actual work location. This position will also be eligible for additional variable incentive compensation and competitive benefits. 

Candidates must be legally authorized to work in the US to be considered. We are unable to provide visa sponsorship for this position. 

#LI-hybrid 

#LI-JM1 

Who We Are & What We Offer:

We are AssetMark, a company on the move, shaping the future of financial services. Growth is in our DNA. Every day, we combine technology, insight, and collaboration to create new possibilities for advisors, for our people and for our investors. At AssetMark your ideas matter; they’re heard, valued, and drive meaningful change. Join a team that sets new standards and creates space for you to thrive and do your best work. 

Our Mission 

Our mission is simple: to help our 10,500+ financial advisors make a meaningful difference in their clients’ lives. We do this by combining powerful technology, holistic support, and expert consulting to help advisors run stronger, more efficient businesses. Backed by a comprehensive suite of investment solutions and a trust company that boasts of $150B+ AUM, our platform empowers advisors to deliver exceptional service and an outstanding client experience.

Our Values 

Heart. Client Success. Integrity. Respect. Excellence. Our values are how we show up every day.  

We believe in: 

• Leading with Heart, in truly making a difference in the lives of others: teammates, clients, investors and communities. 

• Obsessing over Client Success, bringing a relentless focus on what matters to clients that sets us apart and creates loyal, lasting relationships. 

• Unyielding Integrity, doing what’s right, always. Even when it’s hard. 

• Collective Respect, in being authentic, inclusive and valuing all voices while winning together. 

• Operating with Excellence, in learning fast, continuously improving, innovating and collaborating to find new and better solutions.  

These values shape our culture, guide our decisions, and define what it means to be part of the AssetMark family. 

Our Culture & Benefits 

Our culture brings our mission and values to life. Here, we do what’s right, embrace diverse ideas, and innovate together. We also offer a wide range of benefits to support you and your family—because thriving at work starts with thriving in life. 

• Flex Time or Paid Time Off and Sick Time Off 

• 401K – 6% Employer Match 

• Medical, Dental, Vision – HDHP or PPO 

• HSA – Employer contribution (HDHP only) 

• Volunteer Time Off 

• Career Development / Recognition 

• Fitness Reimbursement 

• Hybrid Work Schedule 

   

As an Equal Opportunity Employer, AssetMark is committed to building a diverse and inclusive workplace where everyone feels valued.