Director, Strategic Accounts

The Job/What You'll Do:

The Director, Strategic Accounts is an external leadership role leading the team of Senior Strategic Account Managers, overseeing AssetMark’s largest and most complex strategic relationships. Your self-starting personality will be a seamless fit in our empowering environment as you drive results to maintain and strengthen our core strategic partner relationships.  We will rely on your ability to work autonomously and to develop viable, strategic and tactical plans designed to support AssetMark’s Corporate strategy.  This is a crucial and highly visible role in which your collaboration, communication, organization, results orientation, strategic mind and competitive drive will allow you to generate significant results. 

Responsibilities:

• Lead Senior Strategic Account Managers to execute department and corporate strategies that accelerate business growth

• Establish clear performance expectations and create professional development plans to expand team expertise and elevate execution standards

• Model a culture of accountability, collaboration, and continuous improvement

• Maintain and strengthen existing strategic partner relationships by deeply understanding firm needs, proactively resolving challenges, and identifying new avenues for collaboration and value creation

• Thoroughly understand strategic partners’ overall business strategy, growth objectives, and organizational structure, to create mutual alignment with AssetMark’s goals

• Plan development focusing on key strategic initiatives to meet AssetMark’s revenue growth, to reach prescribed sales targets, and growth metrics

• Identify key advisors within existing firms to exert influence and advocacy with key advisory executives

• Build brand awareness with market and client engagement opportunities, including advisor-facing content, reporting campaigns, and analytical dashboards

• Partner with Ensemble & Institutional Sales teams to design and execute plans that generate qualified opportunities and advisor leads within strategic firms

• Identify opportunities for brand differentiation and ensure initiatives reflect the needs of strategic partners and their advisors

• Collaborate cross-functionally with internal stakeholders to ensure alignment, resource coordination, and flawless execution of partner initiatives

• Represent AssetMark at industry conferences, strategic partner events, and regional gatherings to strengthen visibility and influence. Continuously monitor and communicate competitor strategies, industry trends, and recruiting dynamics to inform AssetMark’s positioning and identify areas of differentiation

• Frequent travel is necessary to meet responsibilities

Knowledge, Skills, and Abilities:

• Capacity to navigate complex relationships with multiple stakeholders
• Personable with excellent communication skills, including comfort with public speaking
• Strong time management/organizational skills

Education & Experience:

• Bachelor’s Degree or equivalent experience
• Minimum five years of sales experience
• 10+ years working in a relationship management/business development role with financial services firms (broker/dealers preferred)
• 5-7 years of prior people management experience with coaching, mentorship, and developing staff
• Advanced technical knowledge with Salesforce.com and other CRMs is preferred
• FINRA Series 63 or 65
• FINRA Series 7 is preferred

Compensation: The Base Salary range for this position is between $190,000-$215,000.

This 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 additional variable incentive compensation and competitive benefits.

Candidates must be legally authorized to work in the US to be considered. We are unable to provide visa sponsorship for this position.

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Who We Are & What We Offer:

We 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. 

Our Mission 

Our 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.

Our Values 

Heart. Client Success. Integrity. Respect. Excellence. Our values are how we show up every day.  

We believe in: 

• Leading with Heart, in truly making a difference in the lives of others: teammates, clients, investors and communities. 

• Obsessing over Client Success, bringing a relentless focus on what matters to clients that sets us apart and creates loyal, lasting relationships. 

• Unyielding Integrity, doing what’s right, always. Even when it’s hard. 

• Collective Respect, in being authentic, inclusive and valuing all voices while winning together. 

• Operating with Excellence, in learning fast, continuously improving, innovating and collaborating to find new and better solutions.  

These values shape our culture, guide our decisions, and define what it means to be part of the AssetMark family. 

Our Culture & Benefits 

Our 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. 

• Flex Time or Paid Time Off and Sick Time Off 

• 401K – 6% Employer Match 

• Medical, Dental, Vision – HDHP or PPO 

• HSA – Employer contribution (HDHP only) 

• Volunteer Time Off 

• Career Development / Recognition 

• Fitness Reimbursement 

• Hybrid Work Schedule 

  
  

As an Equal Opportunity Employer, AssetMark is committed to building a diverse and inclusive workplace where everyone feels valued.