Senior Regional Consultant, Head of Business Development

Senior Regional Consultant, Head of Business Development page is loaded## Senior Regional Consultant, Head of Business Development remote type:
Fully In-Office locations:
Charlotte, NCtime type:
Full time posted on:
Posted Yesterday job requisition :
Req-003536##
*
* Job Description:

**** Asset Mark
* * is a leading strategic provider of innovative investment and consulting solutions serving independent financial advisors. We provide investment, relationship, and practice management solutions that advisors use in helping clients achieve wealth, independence, and purpose.

Adhesion Wealth Advisor Solutions Inc. (a subsidiary of Asset Mark) is an open architecture managed account administration platform serving the wealth manager community with $15B in platform assets.
** This is a full-time position in our Charlotte, NC office with a hybrid work schedule.
**** The Job/What You'll Do:
** The successful Head of Business Development will act as the senior client and prospect engagement officer for Asset Mark/Adhesion’s RIA expansion efforts.  The role is primarily accountable for driving growth in the RIA market by leading the identification of and discussions with high-value prospects to increase platform AUM and channel revenue. The successful candidate will act as a “player-coach” to the Senior Solutions Consultants and is intended to act as an exemplar of executive-level engagement and prospect management.

In addition, the Head of Business Development will assist with and assign opportunities to the Senior Solutions Consultants in each territory to qualify, educate, and obtain AUM commitments from new advisors.  Finally, the Head of Business Development will be responsible for creating and defining a sales plan to expand our client base in the eastern half of the US.
** Responsibilities:
*** Identify and establish new firm relationships
* Act as the senior executive at the firm to field and manage interest from high-value prospects
* Implement an effective client engagement model to develop a pipeline of viable prospects in our target market through coordinated prospecting, industry network, and engagement/influence in marketing efforts
* Act as the senior executive at the firm to field and manage interest from high-value prospects
* Successfully close new business opportunities and shepherd new clients through the onboarding of new assets under management, coordinating with Adhesion’s client support and onboarding teams
* Attend industry conferences and other company-identified events as requested
* Make in-person sales calls as situations dictate
* COI Development
* Act as the senior manager leading the engagement with key centers of influence at custodians and consults
* Provide a strategic “voice of the field” on key market trends or emerging issues
* Engage with product, marketing, investments, services, and other functional groups to provide the sales and commercial view on key initiatives
** Knowledge, Skills, and Abilities:
*** Ability to profile prospects through thoughtful, positive, and engaging conversation, acting as the executive presence, and leading key engagements
* Ability to communicate and work effectively with industry partners and centers of influence, other Adhesion employees, and senior managers in building an effective network to generate business
* Project professionalism, competence, and energetic enthusiasm in all interactions, and to command attention and authority with prospects and customers
* Strong proficiency in the investment management and financial advisory business with an understanding of business operating models, technology stacks planning, and investment management approaches
* Ability to travel up to 50%
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* Education & Experience:

*** 10+ years of sales experience
* 3 + years of direct supervision or managerial experience, preferably of a sales team
* 5+ years of experience in the financial services industry
* FINRA licenses:  Series 6, 63, and 65; and/or 7 and 66; and Series 24 or 26
* Public speaking experience
* Compensation:
The Base Salary range for this position is between $200,000-$225,000.
** This information reflects a base salary range that Asset Mark reasonably expects to pay…