{"id":1006204,"url":"https://alion.io/job/assetmark-business-consultant","title":"Business Consultant","company":{"id":5445,"name":"AssetMark","domain":"assetmark.com","url":"https://alion.io/company/assetmark","size_band":"1001-5000","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Workday","truth_index":{"grade":"B","score":80,"open_postings":6,"ghost_share":0,"stale_share":1,"repost_share":0,"time_to_fill_p50_days":16,"computed_at":"2026-10-20T05:45:00Z"}},"role":"Sales","role_family":"Sales","seniority":null,"employment_type":"full_time","work_mode":"hybrid","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"explicit","locations":["United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":{"min":175000,"max":200000,"currency":"USD","period":"year","gross":null,"usd_annual":200000},"salary_estimate":null,"experience_years_min":null,"visa_sponsorship":true,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Salesforce","optional":false}],"status":"live","first_seen_at":"2026-08-13T00:00:00Z","employer_posted_date":"2026-08-13","last_verified_at":"2026-10-18T23:41:04Z","board_verified":true,"closed_at":null,"days_open":68,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":68},"description":"Job Description:\nThe Job/What You’ll Do:\nBusiness Consultants deliver comprehensive business consulting and practice management advice, solutions, and expertise to AssetMark advisors and partner relationships. AssetMark Business Consultants work closely with the AssetMark sales team members to deliver unparalleled consulting value, drive client awareness, deepen partnerships, develop direct business strategies, perform business assessments, make recommendations, and identify solutions. This role is responsible for improving the business performance, client satisfaction, and value for engaged offices and advisors, and must demonstrate knowledge of industry best practices across core business areas.\nBusiness Consultants are responsible for conducting business assessments, providing direction, education, and advice, supporting work-product development, and designing, documenting, and implementing resources with and for advisors.\nBusiness Consultants must be able to speak with prospects, facilitate discussions, and deliver live and virtual presentations to large and small groups.\nBusiness Consultants may spend up to 50% of their time traveling to client offices, speaking engagements, and professional development seminars.\nResponsibilities:\nBusiness Consulting:\nResponsible for assessing, analyzing, and advising advisor clients on all business/practice management aspects, particularly in business strategy and planning, human capital, operations, branding, marketing, and business transition (M&A, valuation, and succession planning)\n\nResponsible for managing client engagements in coordination with the consulting team, including project management, relationship management, business analytics, reporting, and client advice\n\nDesign, direct, and develop business strategies and solutions to meet client needs, including, but not limited to:\nConsulting, advising, and creating programs to fill the gaps between actual situations and desired ones\n\nDeveloping management and supervisory skills for advisors and staff\n\nImproving work performance and organizational communication\n\nIncreasing team member motivation and morale\n\nDefining the company’s mission, goals, and objectives\n\nAchieving customer satisfaction and customer loyalty\n\nCoaching, guiding, and training employees\n\nRaising the company’s client base and market segment\n\nConduct client on-site meetings, telephone conferences, and webinars according to Engagement Standards documentation\n\nProvide ongoing assessment of client situation and progress, identify potential issues, and propose solutions\n\nProvide appropriate and meaningful advice related to the growth and development of client's business\n\nProvide succession planning and M&A support, conduct due diligence, and source potential deals\n\nPerform and supervise complex research and analysis\n\nDesign, direct, and draft client work product, review and approve work product from the consulting team\n\nMaintain excellent client relationships and deliver results, ensuring a positive client experience\n\nBusiness and Organizational Development:\nParticipate in marketing and awareness campaigns for new consulting concepts, services, and key business initiatives\n\nParticipate in designing and delivering consulting subject matter presentations for educational and marketing purposes\n\nParticipate in organizational development, business development, and critical business initiatives that support revenue growth and development of the business, including, but not limited to:\nSpeaking at AssetMark conferences, partner firm conferences, and industry events; conducting group coaching retreats, participating in business strategy, working with consulting groups on critical projects, and any other projects assigned that support business development or key business objectives\n\nCollaborate with the AssetMark Sales Team to develop and deepen advisor relationships to improve client loyalty, drive AUM growth, and improve asset retention\n\nManage consulting engagements according to firm standards of practice, including using approved forms, templates, and materials\n\nUtilize Salesforce and other technology according to the protocol to report, track and manage all client engagements, activities, and opportunities\n\nLead, manage, or participate in the investigation, assessment, and research for critical initiatives as assigned by management\n\nParticipate in and support full and purposeful integration with and support the AssetMark Sales Team\n\nProvide training, mentorship, and education to business consulting team members and other staff of AssetMark to ensure understanding of function, services, and support\n\nConsultants may be required to travel as much as 50% of the time, depending on business and client needs\n\nAssess and qualify advisors’ readiness for succession or acquisition by understanding their current business objectives, timeline, ownership structure, financial position, and level of preparedness\n\nConduct initial discovery conversations to determine where advisors are in their business lifecycle, journey, and identify the appropriate resources, education, or consulting pathway to advance their goals\n\nKnowledge, Skills, and Abilities:\nUnderstanding of business principles, strategies, and solutions\nIntellectual, analytical, and reasoning abilities\nExcellent communication skills, written and verbal\nHigh level of professionalism\nAptitude and appetite for technology\nAbility to self-direct and manage time and priorities\nWell-developed organizational and program management skills\nAbility to see the big picture while maintaining attention to detail\nAbility to multitask in a very busy environment with a “can-do” attitude\nAbility to work independently and be a team player\nA drive to pursue development at the individual and firm level\nAbility to travel and work overtime as needed\nIntermediate to advanced knowledge of Word (advanced preferred)\nIntermediate to advanced knowledge of Excel (advanced preferred)\nEducation & Experience:\nBachelor’s Degree, with an advanced degree or financial designations, preferred\n5+ years of business consulting and practice management experience in the financial services industry\nCompensation: The base salary range for this position is between $175,000 - 200,000.\nThese ranges reflect the base salary AssetMark reasonably expects to pay for this position, based on factors including job-related knowledge, skills, education, experience, and work location. This position is also eligible for additional variable incentive compensation and a competitive benefits package.\nCandidates must be legally authorized to work in the US to be considered. We are unable to provide visa sponsorship for this position.\nWho We Are & What We Offer:\nWe 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.\nOur Mission\nOur 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.\nOur Values\nHeart. Client Success. Integrity. Respect. Excellence. Our values are how we show up every day.\nWe believe in:\nLeading with Heart, in truly making a difference in the lives of others: teammates, clients, investors and communities.\n\nObsessing over Client Success, bringing a relentless focus on what matters to clients that sets us apart and creates loyal, lasting relationships.\n\nUnyielding Integrity, doing what’s right, always. Even when it’s hard.\n\nCollective Respect, in being authentic, inclusive and valuing all voices while winning together.\n\nOperating with Excellence, in learning fast, continuously improving, innovating and collaborating to find new and better solutions.\n\nThese values shape our culture, guide our decisions, and define what it means to be part of the AssetMark family.\nOur Culture & Benefits\nOur 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.\nFlex Time or Paid Time Off and Sick Time Off\n\n401K - 6% Employer Match\n\nMedical, Dental, Vision - HDHP or PPO\n\nHSA - Employer contribution (HDHP only)\n\nVolunteer Time Off\n\nCareer Development / Recognition\n\nFitness Reimbursement\n\nHybrid Work Schedule\n\nAs an Equal Opportunity Employer, AssetMark is committed to building a diverse and inclusive workplace where everyone feels valued.","description_format":"text","description_chars":9081,"description_truncated":false,"requirements":{"experience_years_min":null,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":false},"security_clearance":false,"languages":[]},"benefits":["401k plan","Hybrid work","Professional development"],"hiring_locations":[{"name":"United States","iso":"US","kind":"country"}],"hiring_excludes":[],"relocation_offered":false,"industries":["Asset Management & Funds","Financial Software & Embedded Finance"],"lifecycle":[{"event":"open","at":"2026-09-17T16:37:13Z"}],"visa":[],"liveness":{"score":5,"band":"cold","label":"Long shot","p_open":1,"p_active":0.192,"p_room":0.28,"age_days":68,"expected_fill_days":16,"reasons":["conf:30","velocity","win:tail","crowd:"],"computed_at":"2026-10-20T05:45:00Z"},"pay":{"stated_usd_annual":200000,"is_top_pay":true},"html_url":"https://alion.io/job/assetmark-business-consultant","json_url":"https://alion.io/job/assetmark-business-consultant.json","meta":{"generated_at":"2026-10-20T13:36:32Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":15149,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-21T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":5445},"rest":"https://alion.io/mcp/rest/get_company?id=5445"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fassetmark-business-consultant"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fassetmark-business-consultant"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fassetmark-business-consultant"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/assetmark-business-consultant\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fassetmark-business-consultant"}]}