Overview Employer Industry: Financial Services Consulting Why consider this job opportunity Salary up to $175,000 Additional variable incentive compensation and competitive benefits offered Opportunity for career advancement and growth within the organization Hybrid work schedule providing flexibility Supportive and collaborative work environment Chance to make a positive impact on advisor relationships and client satisfaction What to Expect (Job Responsibilities) Assess, analyze, and advise advisor clients on business strategy, lead generation, and operations Manage client engagements, including project management and relationship management Conduct client meetings, webinars, and presentations according to Engagement Standards Provide meaningful advice related to the growth and development of clients\' businesses Collaborate with the sales team to improve client loyalty and drive asset growth What is Required (Qualifications) Minimum of 5 years of business consulting and practice management experience in the financial services industry Bachelor’s Degree; advanced degree or financial designations preferred Excellent written and verbal communication skills Strong organizational and project management skills Ability to travel as needed, up to 30% of the time How to Stand Out (Preferred Qualifications) Advanced knowledge of Microsoft Word and Excel Experience utilizing Salesforce or similar technology for client engagement tracking Previous experience in the financial services consulting sector Proven track record of enhancing client satisfaction and business growth #FinancialServices #ConsultingCareers #CareerOpportunity #HybridWork #ClientEngagement We prioritize candidate privacy and champion equal-opportunity employment. Central to our mission is our partnership with companies that share this commitment. We aim to foster a fair, transparent, and secure hiring environment for all. If you encounter any employer not adhering to these principles, please bring it to our attention immediately. We are not the EOR (Employer of Record) for this position. Our role in this specific opportunity is to connect outstanding candidates with a top-tier employer. #J-18808-Ljbffr AssetMark
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