{"id":1939457,"url":"https://alion.io/job/assetmark-sales-coordinator-team-lead","title":"Sales Coordinator Team Lead","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":"lead","employment_type":"full_time","work_mode":"hybrid","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"explicit","locations":["Charlotte, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":{"min":80000,"max":90000,"currency":"USD","period":"year","gross":null,"usd_annual":90000},"salary_estimate":null,"experience_years_min":4,"visa_sponsorship":true,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Microsoft Office","optional":false},{"name":"Salesforce","optional":false}],"status":"live","first_seen_at":"2026-10-05T00:00:00Z","employer_posted_date":"2026-10-05","last_verified_at":"2026-10-18T23:41:04Z","board_verified":true,"closed_at":null,"days_open":15,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":15},"description":"Job Description:\nThe Job/What You’ll Do:\nLeads the ongoing development and support of the Sales Coordinator team through coaching, training, feedback, best-practice sharing, and performance accountability. Partners with Internal Sales Leaders and Sales Training on staffing models, hiring, licensing, training plans, and initiatives that improve productivity and business growth. Oversees day-to-day operations, including the Sales Coordinator queue, staffing, timecards, escalated questions, advisor situations, and other assigned responsibilities.\nThis is a full-time position in our Charlotte, NC office with a hybrid work schedule.\nResponsibilities:\nOngoing support and development of assigned Team of Sales Coordinators\nWork closely with Internal Sales Leaders to develop appropriate staffing models/assignments to support business growth\nWork closely with Sales Leader to interview and hire new Sales Coordinators/Associates\nDevelops, along with Sales Training, the initial, and ongoing training and development plans for Sales Coordinators\nConducts one-on-one check-in meetings with each Sales Coordinator as needed to review coaching needs, task and accuracy reviews, productivity and efficiency ideas, and ongoing training support\nProactively gathers feedback from the Internal Sales Teams & Leaders regarding processes, potential coaching needs, productivity & efficiency ideas, and ongoing training support for the Sales Coordinator Team\nConduct group meetings to facilitate the promotion of idea sharing, best practices, peer training, and other best practices for the role\nGather feedback, ideas, and process improvements from the Sales Coordinator Team and work closely with the Internal Sales Leaders and/or functional department to help implement\nWork closely with other Sales Managers to develop and implement plans to increase production across the Sales Coordinator Team\nDay-to-day management of Sales Coordinators, including, but not limited to: sales coordinator request queue management, timecards/PTO/daily staffing, primary point-of-contact for escalated questions, or escalated/time sensitive/requests or advisor situations\nHolds the team accountable to pursuing and completing licensing within the provided timelines\nOther duties as assigned\nKnowledge, Skills, Abilities:\nStrong leadership, coaching, mentoring, and motivational skills\nAbility to provide clear, timely, and constructive feedback\nAbility to analyze performance metrics and use data to identify trends and opportunities\nConsultative approach to team building and training\nDemonstrated problem-solving skills\nDemonstrated ability to communicate over the phone and in person\nDemonstrated written and verbal communication\nDemonstrated time management and organizational skills\nDemonstrated ability to build trusting relationships and collaborate effectively across teams\nA self-starter who takes initiative and can work independently\nProficient in using Microsoft Office applications (Excel, Word, PowerPoint), Morningstar, personalfund.com, Riskalyze\nProficient in using AssetMark proprietary technology\nEducation & Experience:\nBA or BS is Required\n4+ years of experience in the financial services industry is preferred\n1+ year in the AssetMark Sales Coordinator Role\nExperience in Training and Development\nExtensive public speaking experience\nAssetMark Salesforce.com experience\nFINRA licenses: Series 6, 63, and 65 and/or Series 7 and 6, preferred\nCompensation: The Base Salary range for this position is between $80,000-$90,000.\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. This position will also be eligible for a comprehensive sales incentive package and competitive benefits.\nCandidates must be legally authorized to work in the US to be considered. We are unable to provide visa sponsorship for this position.\n#LI-hybrid\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":6392,"description_truncated":false,"requirements":{"experience_years_min":4,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"phd","optional":false},"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":"2026-10-06T01:54:51Z"}],"visa":[],"liveness":{"score":60,"band":"ok","label":"Likely open","p_open":1,"p_active":0.794,"p_room":0.75,"age_days":15,"expected_fill_days":16,"reasons":["conf:30","velocity","win:late"],"computed_at":"2026-10-20T05:45:00Z"},"pay":{"stated_usd_annual":90000,"is_top_pay":false},"html_url":"https://alion.io/job/assetmark-sales-coordinator-team-lead","json_url":"https://alion.io/job/assetmark-sales-coordinator-team-lead.json","meta":{"generated_at":"2026-10-20T12:46:41Z","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":14131,"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-sales-coordinator-team-lead"},{"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-sales-coordinator-team-lead"},{"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-sales-coordinator-team-lead"},{"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-sales-coordinator-team-lead\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fassetmark-sales-coordinator-team-lead"}]}