Senior Investment Specialist, AssetMark Investment Solutions
AssetMarkCharlotte, North Carolina, United States • Concord, California, United States
Posted December 3, 2025
175000 - 200000 USD year
Full Time
About the Company
AssetMark is a company on the move, shaping the future of financial services.
Job Description
We are seeking a Senior Investment Specialist to partner with our sales teams, develop territory strategies, and drive sales growth. The successful candidate will be a subject-matter expert on private markets, educating and driving private markets usage through presentations, webinars, and events.
Requirements
- Proactively engage with and partner with our sales teams
- Enhance new and existing relationships with financial advisors
- Educate and drive private markets usage
- Gain insights into advisors' businesses, clients, and challenges
- Serve as the SME on private assets
- Leverage CRM tools to track activities, analyze data, and optimize engagement strategies
Benefits
- 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