AssetMark
The Advisor Success Consultant role focuses on retaining and growing relationships with a book of approximately 200 financial advisors on the AssetMark platform. The position involves diagnosing advisor needs, identifying growth opportunities, and providing consultative support to help advisors improve their practice's growth trajectory. This high-profile sales role requires building long-lasting partnerships to mitigate asset outflows and drive positive net flows within the territory.
Headquarters
Concord, California, United States
Company Size
501-1000 employees
Founded
1996
We empower financial advisors to create meaningful impact in the lives of their clients.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for AssetMark.
50% below the average for this role
AssetMark Announces 2026 Community Inspiration Award Winners at Gold Forum
2 weeks ago
Merrill Advisor Development Program - Financial Advisor
Bank of America
Advisor Development Program - Financial Advisor
Bank of America
J.P. Morgan Advisors - Wealth Advisor Development Associate - Boston, MA
JPMorganChase
J.P. Morgan Advisors - Wealth Advisor Development Associate - Boston, MA
JPMorganChase
Wealth Advisor Development Associate
JPMorganChase
Wealth Advisor Development Associate
JPMorganChase