Vice President, Investment Consulting
Company: Assetmark
Location: Concord
Posted on: October 19, 2024
Job Description:
Job Description:The Job/What You'll Do:As the VP of Investment
Consulting, you will lead the investment consulting team,
partnering closely with the Chief Investment Strategist to develop
and execute strategic initiatives. Your primary responsibility will
be to oversee the investment consulting service driving asset
growth, expanding service offerings, and optimizing operational
efficiency across business channels. This role requires a high
level of collaboration with cross-functional teams and involvement
in key investment decisions, including model portfolio management
and the development of new services.We can consider candidates for
this position who are able to accommodate a hybrid work schedule
and are close to one of our following offices: Concord, CA, or
Phoenix, AZ.Responsibilities:
- Strategic Leadership:
- Develop and implement the strategy for the investment
consulting business, expanding into new channels and markets.
- Identify growth opportunities and create actionable plans to
scale the business.
- Business Growth & Efficiency:
- Build and expand assets using on platform through enhanced
scale and technology solutions.
- Identify opportunities to improve the investment consulting
experience and streamline operations.
- Collaborate with internal teams to identify areas for
enhancement based on client needs.
- Team Leadership & Development:
- Lead and manage the consulting team, fostering a
high-performance culture.
- Mentor consultants to support their professional growth and
align their goals with company objectives.
- Oversee daily operations, ensuring the team meets client
expectations and deadlines.
- Implement transparent processes to ensure consistent
decision-making.
- Client Engagement:
- Act as a key executive for client relationships, engaging
directly with advisors to present services and secure
business.
- Lead consulting engagements, portfolio strategy discussions,
and the development of custom model-based solutions.
- Ensure long-term client satisfaction by delivering exceptional
service and support.
- Public Speaking & Presentations:
- Lead presentations on investment strategies, model portfolios,
and performance reviews.
- Present business strategies across internal teams to ensure
alignment on key goals and project initiatives.
- As needed, represent the firm at industry events and
conferences, communicating AssetMark's value proposition.
- Operational Efficiency:
- Drive cross-organizational projects focused on operational
efficiency within the consulting business.
- Ensure best practices are consistently applied, improving
scalability and service delivery.
- Cross-Organizational Collaboration:
- Partner with senior leadership and other departments to
integrate the consulting business with broader wealth and asset
management services.
- Collaborate on initiatives that promote growth, efficiency, and
cross-departmental cooperation.Knowledge, Skills, Abilities:
- Proven leader within an Investment Consulting or OCIO
environment
- Proven track record in developing business strategies,
expanding into new channels, and attracting financial advisors to
new services.
- Expertise in multi-asset class portfolios, portfolio
management, and client relationship management.
- Strong team management experience with a demonstrated ability
to develop talent.
- Excellent presentation, communication, and leadership skills,
including experience in public speaking and media engagements.
- Strong analytical, operational efficiency, and process
management skills, with a focus on accuracy and business
performance improvement.Education & Experience:
- Bachelor's degree in Finance, Economics, or a related field
(MBA, CFA, or CAIA preferred).
- 15+ years of experience in investment consulting, wealth
management, or institutional asset management, with a focus on
business scaling.
- Experience leading OCIO services is preferred.Compensation: The
Base Salary range for this position is between $215,000 -300,000.
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.Who We Are & What We
Offer:AssetMark's mission is centered around helping financial
advisors make a difference in the lives of their clients. To help
them do that, we aim to provide advisors with holistic support. We
offer compelling technology that facilitates a better client
experience, consulting services that ensure advisors' businesses
are running at their best and a comprehensive suite of investment
solutions. AssetMark's platform empowers advisors to provide the
highest level of service possible to their clients.AssetMark's
culture is driven by our mission and connected by our values;
Heart, Integrity, Excellence and Respect. You will join a team that
lives these values every day by doing the best and what is right in
all we do and encouraging different ideas for continual success and
innovation. Additionally, we offer a wide range of benefits to meet
the needs of our team members and their families.
- Flex Time Off or Paid Time/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 ScheduleAs an Equal Opportunity Employer, AssetMark
is committed to building a diverse and inclusive workplace where
everyone feels valued.
Keywords: Assetmark, Hayward , Vice President, Investment Consulting, Executive , Concord, California
Didn't find what you're looking for? Search again!
Loading more jobs...