{"id":3387837,"url":"https://alion.io/job/assetmark-business-development-specialist","title":"Business Development Specialist","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":79,"open_postings":7,"ghost_share":0,"stale_share":0.857,"repost_share":0,"time_to_fill_p50_days":37,"computed_at":"2026-11-12T10:38:37Z"}},"role":"Management","role_family":"Management","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":["Chicago, United States","Charlotte, United States","Phoenix, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":{"min":50000,"max":60000,"currency":"USD","period":"year","gross":null,"usd_annual":60000},"salary_estimate":null,"experience_years_min":null,"visa_sponsorship":true,"relocation_package":false,"has_equity":false,"technologies":[],"status":"live","first_seen_at":"2026-10-27T00:00:00Z","employer_posted_date":"2026-10-27","last_verified_at":"2026-11-13T13:55:05Z","board_verified":true,"closed_at":null,"days_open":18,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":18},"description":"Job Description:\nThe Job/What You’ll Do:\nAssetMark is seeking ambitious, results-driven sales professionals to join our Business Development organization as a Business Development Specialist (BDS). This role is built for individuals who want more than a traditional prospecting position - it combines meaningful sales responsibility, broad exposure across the organization, and a structured path to develop toward future sales opportunities.\nEach BDS will support Business Development Consultants across an assigned region and will help create new advisor engagement through outbound prospecting, meeting generation, and event outreach. Because the role partners with multiple sales teams, successful BDSs will gain visibility into how territories are managed, how advisor opportunities develop, and how experienced sales professionals move conversations forward.\nThe BDS role offers a rare combination of immediate contribution and long-term development. You will work alongside experienced sales professionals, gain exposure to multiple territories and selling styles, build relationships across the organization, and create a visible record of performance. For someone who wants to prove what they can do and prepare for the next step in sales, this role is designed to provide that opportunity.\nThe BDS role is designed to give high performers the opportunity to build a measurable sales track record while learning directly from BDCs, Regional Consultants, and sales leaders across AssetMark.\nThe total compensation for this role includes base plus a competitive sales incentive plan target as detailed below.\nCompensation: The Base Salary range for this position is between $50,000-$60,000.\nThis information reflects a base salary range that AssetMark reasonably expects to pay for the position based on a number of factors which may include job-related knowledge, skills, education, experience, and actual work location.\nAdditionally, this position is eligible for an annualized Sales Incentive Plan target of up to $60,000. The achievement of the Sales Incentive Plan target will be based on performance to clearly stated goals and metrics.\nWe can consider candidates for this position who are able to accommodate a hybrid work schedule and are close to our office location in Chicago, IL, Charlotte, NC, or Phoenix, AZ.\nResponsibilities:\nOwn high-volume outbound prospecting to financial advisors across an assigned region\nExecute targeted campaigns and identify advisor needs, catalysts, and potential business opportunities\nSchedule qualified meetings for BDCs and drive advisor participation in AssetMark events\nConduct timely follow-up and capture meaningful advisor intelligence in Salesforce\nPartner with BDCs on target prioritization, messaging, and territory-specific prospecting strategy\nParticipate in selected regional and Ensemble Team meetings and observe advisor sales conversations\nLearn how opportunities progress from first contact through discovery, deeper engagement, and handoff\nDevelopment is a core expectation of the role. BDSs will receive structured coaching and practical experience in:\nCold calling, prospecting strategy and objection handling\nAdvisor profiles, discovery and business needs identification\nAssetMark positioning, investment capabilities and platform solutions\nSalesforce, pipeline discipline and territory management\nAdvisor meeting preparation, follow-up and opportunity development\nAs proficiency increases, BDSs will gain greater exposure to live sales situations and increased responsibility\nKnowledge, Skills, and Abilities:\nStrong verbal communication skills, including the ability to initiate conversations with prospective clients\nEnergized by outbound prospecting, follow-up, and working toward activity and meeting goals\nResilient and persistent when facing rejection, with accountability for results\nCurious and coachable, with the ability to apply feedback quickly\nOrganized and detail-oriented, with the ability to manage outreach and accurately document activity\nAble to build productive relationships with advisors, BDCs, and internal partners\nInterest in learning about financial services, financial advisors, and AssetMark’s solutions\nWhat Success Looks Like:\nConsistent outbound activity and disciplined prospecting execution\nMeaningful advisor conversations, qualified meetings held, and event attendance generated\nStrong partnership with BDCs and regional sales teams\nAccurate Salesforce activity, follow-up, and handoffs\nContinued growth in discovery, objection handling, business knowledge, and sales readiness\nEducation & Experience:\nPrevious sales, business development, or financial services experience is preferred\nDemonstrated drive, sales potential, and coachability are also valued\nActive FINRA licenses: Series 6, 63, and 65 and/or Series 7 and 66 are required \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":7367,"description_truncated":false,"requirements":{"experience_years_min":null,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":null,"security_clearance":false,"languages":[]},"benefits":["401k plan","Hybrid work"],"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":"2026-10-28T08:35:12Z"}],"visa":[],"liveness":{"score":79,"band":"hot","label":"Hiring now","p_open":1,"p_active":0.879,"p_room":0.9,"age_days":16,"expected_fill_days":37,"reasons":["conf:4","velocity","win:mid"],"computed_at":"2026-11-12T10:38:37Z"},"pay":{"stated_usd_annual":60000,"is_top_pay":false},"html_url":"https://alion.io/job/assetmark-business-development-specialist","json_url":"https://alion.io/job/assetmark-business-development-specialist.json","meta":{"generated_at":"2026-11-14T00:27:15Z","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":956,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-11-15T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.1,"usd":0.01,"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-development-specialist"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"free","price":{"credits":0,"usd":0},"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-development-specialist"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.1,"usd":0.01},"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-development-specialist"},{"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-development-specialist\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fassetmark-business-development-specialist"}],"agent":{"mcp":"https://alion.io/mcp/jobs","mcp_open":"https://alion.io/mcp/open","next":[{"tool":"get_job","arguments":{"id":3387837}},{"tool":"search_jobs","arguments":{"company":"assetmark.com","detail":"compact"}},{"tool":"match_people","arguments":{"job_id":3387837},"note":"people open to offers who fit this vacancy"}],"note":"The same data through MCP tools: https://alion.io/mcp/open needs no sign-in (compact searches, postings, people); https://alion.io/mcp with an Alion account has everything. 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