Internal Relationship Manager
AssetMark(1 month ago)
About this role
This role supports AssetMark’s RIA-focused business by partnering with Relationship Managers to drive client integration, onboarding, and retention. The position focuses on deepening advisor relationships and enabling growth through enhanced client adoption of the platform. This is a full-time, hybrid role based in Charlotte, NC.
Required Skills
- Client Onboarding
- Due Diligence
- Account Planning
- Forecasting
- Client Retention
- Relationship Management
- Communication
- Organization
- Managed Accounts
- Consulting
Qualifications
- Undergraduate Degree
About AssetMark
assetmark.comWe empower financial advisors to create meaningful impact in the lives of their clients.
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