Support Sales forecasting, performance measurement, KPI reporting, and recurring business reviews, ensuring stakeholders have timely and actionable visibility into results
Support field-level and leadership reporting needs beyond standardized dashboards, developing targeted analysis and tools that help stakeholders manage their businesses and make informed decisions
Help establish, validate, and evolve KPIs and measurement frameworks as Sales teams, channels, programs, and business priorities change
Provide analysis supporting goal distribution, advisor and book segmentation, territory and coverage decisions, capacity planning, and resource allocation
Establish and track measures for strategic Sales initiatives, providing visibility into adoption, momentum, results, risks, and opportunities
Combine quantitative analysis with relevant field feedback, advisor sentiment, conversation intelligence, and business context to help explain performance and strengthen business narratives
Partner with Sales, Product, Commercial, Finance, Business Intelligence, Sales Operations, and other stakeholders to understand business questions, translate needs into reporting and analytical solutions, and communicate findings clearly
Leverage Salesforce, CRM Analytics, Gong, AI, Excel, and other analytical tools to improve the quality, scalability, and efficiency of Sales Intelligence
Knowledge, Skills & Abilities
Strong analytical and problem-solving skills with the ability to identify meaningful trends and business drivers
Ability to translate business questions into effective reporting, visualizations, analysis, and actionable insights
Working knowledge of Sales performance measurement, forecasting, pipeline analysis, activity reporting, KPIs, and business analytics
Strong data visualization and storytelling skills, with an ability to make complex information easy for business audiences to understand and use
Strong attention to detail and commitment to data quality, accuracy, and consistency
Intellectual curiosity and willingness to look beyond the numbers to understand why performance is changing
Strong Excel and PowerPoint skills; familiarity with Salesforce, CRM Analytics, Tableau, Power BI, or similar tools preferred
Strong communication, collaboration, organization, and stakeholder-management skills, with the ability to work effectively with field Sales teams and senior business leaders
Education & Experience
Bachelor's degree in Business, Finance, Economics, Analytics, or a related field; equivalent relevant experience considered
2-4+ years of relevant experience in Sales Analytics, Sales Operations, Business Intelligence, Finance, or a related analytical role
Demonstrated experience analyzing business performance and translating data into reporting, visualizations, insights, and recommendations
Experience developing dashboards, recurring reporting, forecasting tools, pipeline reporting, or similar analytical solutions preferred
Strong proficiency with Microsoft Excel and PowerPoint
Experience with Salesforce, CRM Analytics, Tableau, Power BI, or similar reporting and visualization platforms preferred
Financial services, wealth management, or complex B2B Sales experience helpful but not required
Compensation: The Base Salary range for this position is between $75,000-$85,000.
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 a comprehensive sales incentive package 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
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.
