[Remote] Business Consultant

Note: The job is a remote job and is open to candidates in USA. AssetMark is a company focused on shaping the future of financial services, and they are seeking a Business Consultant to deliver comprehensive consulting and practice management advice to advisors and partner relationships. The role involves improving business performance, client satisfaction, and developing strategies while collaborating with the sales team and conducting client assessments.ResponsibilitiesResponsible 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)Responsible for managing client engagements in coordination with the consulting team, including project management, relationship management, business analytics, reporting, and client adviceDesign, direct, and develop business strategies and solutions to meet client needs, including, but not limited to: Consulting, advising, and creating programs to fill the gaps between actual situations and desired onesDeveloping management and supervisory skills for advisors and staffImproving work performance and organizational communicationIncreasing team member motivation and moraleDefining the company’s mission, goals, and objectivesAchieving customer satisfaction and customer loyaltyCoaching, guiding, and training employeesRaising the company’s client base and market segmentConduct client on-site meetings, telephone conferences, and webinars according to Engagement Standards documentationProvide ongoing assessment of client situation and progress, identify potential issues, and propose solutionsProvide appropriate and meaningful advice related to the growth and development of client's businessProvide succession planning and M&A support, conduct due diligence, and source potential dealsPerform and supervise complex research and analysisDesign, direct, and draft client work product, review and approve work product from the consulting teamMaintain excellent client relationships and deliver results, ensuring a positive client experienceParticipate in marketing and awareness campaigns for new consulting concepts, services, and key business initiativesParticipate in designing and delivering consulting subject matter presentations for educational and marketing purposesParticipate in organizational development, business development, and critical business initiatives that support revenue growth and development of the business, including, but not limited to: Speaking 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 objectivesCollaborate with the AssetMark Sales Team to develop and deepen advisor relationships to improve client loyalty, drive AUM growth, and improve asset retentionManage consulting engagements according to firm standards of practice, including using approved forms, templates, and materialsUtilize Salesforce and other technology according to the protocol to report, track and manage all client engagements, activities, and opportunitiesLead, manage, or participate in the investigation, assessment, and research for critical initiatives as assigned by managementParticipate in and support full and purposeful integration with and support the AssetMark Sales TeamProvide training, mentorship, and education to business consulting team members and other staff of AssetMark to ensure understanding of function, services, and supportConsultants may be required to travel as much as 50% of the time, depending on business and client needsSkillsBachelor's Degree, with an advanced degree or financial designations, preferred5+ years of business consulting and practice management experience in the financial services industryUnderstanding of business principles, strategies, and solutionsIntellectual, analytical, and reasoning abilitiesExcellent communication skills, written and verbalHigh level of professionalismAptitude and appetite for technologyAbility to self-direct and manage time and prioritiesWell-developed organizational and program management skillsAbility to see the big picture while maintaining attention to detailAbility to multitask in a very busy environment with a 'can-do' attitudeAbility to work independently and be a team playerA drive to pursue development at the individual and firm levelAbility to travel and work overtime as neededIntermediate to advanced knowledge of Word (advanced preferred)Intermediate to advanced knowledge of Excel (advanced preferred)BenefitsAdditional variable incentive compensationCompetitive benefits packageFlex Time or Paid Time Off and Sick Time Off401K – 6% Employer MatchMedical, Dental, Vision – HDHP or PPOHSA – Employer contribution (HDHP only)Volunteer Time OffCareer Development / RecognitionFitness ReimbursementHybrid Work ScheduleCompany OverviewAssetMark is an investment adviser registered with the Securities and Exchange Commission. It was founded in 1996, and is headquartered in Concord, California, USA, with a workforce of 501-1000 employees. Its website is http://www.assetmark.com.