AssetMark
Sales Enablement Manager – AssetMark
Location: Charlotte, NC; Chicago, IL; Phoenix, AZ (Hybrid work schedule preferred)
The Job / What You’ll Do The Sales Enablement Manager is responsible for equipping all sales teams with the processes, tools, training, and cross‑functional support needed to grow production and improve sales effectiveness. This role partners closely with Sales Leadership, Marketing, Product, Engineering, Service & Operations, and other client‑facing teams to create a unified growth engine.
Responsibilities Sales Process Optimization
Partner with multiple sales teams (AssetMark, Adhesion, Bank Trust, Retirement, Strategic Accounts, etc.) to continuously refine and standardize sales processes
Assess gaps, bottlenecks, and inconsistencies in the sales workflow and recommend improvements
Implement best practices across discovery, qualification, demo execution, value positioning, forecasting, and close stages
Collaborate with Sales Ops to ensure CRM workflows and reporting support the sales process
Tools and Resources
Develop and maintain a suite of value‑engineering tools (ROI calculators, business case templates, benchmarking materials, competitive insights)
Translate product capabilities into clear economic and business value for advisors
Build playbooks, frameworks, and sales assets that improve messaging consistency and customer outcomes
Leverage AI to improve sales efficiency and effectiveness
Training & Coaching Support
Support the design and delivery of ongoing sales training, including onboarding, upskilling, methodology reinforcement, and product updates
Partner with Sales Leadership to diagnose performance gaps and create tailored development plans
Leverage modern L&D tools (AI simulations, microlearning, role‑play technology, LMS platforms) to enhance learning effectiveness
Cross‑Functional Collaboration
Serve as the connective tissue between Sales and other groups in the commercial ecosystem
Marketing: Align messaging, personas, and content utilization
Product & Engineering: Communicate field insights, support launches, and translate technical capabilities into advisor‑ready messaging
Service & Operations: Support seamless post‑sale handoffs and customer experience improvements
Sales Leadership: Partner on strategy, execution, and team‑level initiatives
Facilitate regular feedback loops so each team is informed, aligned, and working toward shared goals
Performance Analysis and Continuous Improvement
Monitor sales performance metrics to identify enablement opportunities
Track the adoption and impact of processes, training, and tools—informing what to improve next
Ensure enablement initiatives align with revenue targets and AssetMark’s growth strategy
Other duties as assigned
Knowledge, Skills, Abilities
Strategic thinking with strong executional follow‑through
Ability to influence without authority
Strong analytical and problem‑solving skills
High business acumen and customer‑centric mindset
Collaborative, adaptable, and comfortable working in fast‑moving environments
Education & Experience
5–8 years of experience in Sales, Sales Enablement, Revenue/Commercial Enablement, Sales Operations, Value Engineering, or Sales Leadership
A bachelor’s degree in business or finance is required
A master’s degree is preferred
Strong understanding of modern B2B sales methodologies and buyer‑centric processes
Experience working with cross‑functional teams and senior leadership
Exceptional communication, facilitation, and project‑management skills
Ability to turn complex product and market information into usable, compelling resources
Experience in finance, advisory services, finance technology, or a related field is a plus
Compensation The base salary range for this position is $105,000−$120,000. This role is also eligible for additional variable incentive compensation and competitive benefits.
Legal and Eligibility Candidates must be legally authorized to work in the US. 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. Our culture is driven by values: Heart, Integrity, Excellence, and Respect. We provide innovative technology, consulting services, and investment solutions that empower advisors to deliver exceptional service.
Benefits & Perks
Flex Time or Paid Time Off and Sick Time Off
401(k) – 6% Employer Match
Medical, Dental, Vision – HDHP or PPO
HSA – Employer contribution (HDHP only)
Volunteer and PTO Days
Career Development / Recognition
Fitness Reimbursement
Hybrid Work Schedule
Equal Opportunity Employer AssetMark is an Equal Opportunity Employer committed to building a diverse and inclusive workplace where everyone feels valued.
Job Details
Seniority level: Mid‑Senior level
Employment type: Full‑time
Job function: Sales and Business Development
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The Job / What You’ll Do The Sales Enablement Manager is responsible for equipping all sales teams with the processes, tools, training, and cross‑functional support needed to grow production and improve sales effectiveness. This role partners closely with Sales Leadership, Marketing, Product, Engineering, Service & Operations, and other client‑facing teams to create a unified growth engine.
Responsibilities Sales Process Optimization
Partner with multiple sales teams (AssetMark, Adhesion, Bank Trust, Retirement, Strategic Accounts, etc.) to continuously refine and standardize sales processes
Assess gaps, bottlenecks, and inconsistencies in the sales workflow and recommend improvements
Implement best practices across discovery, qualification, demo execution, value positioning, forecasting, and close stages
Collaborate with Sales Ops to ensure CRM workflows and reporting support the sales process
Tools and Resources
Develop and maintain a suite of value‑engineering tools (ROI calculators, business case templates, benchmarking materials, competitive insights)
Translate product capabilities into clear economic and business value for advisors
Build playbooks, frameworks, and sales assets that improve messaging consistency and customer outcomes
Leverage AI to improve sales efficiency and effectiveness
Training & Coaching Support
Support the design and delivery of ongoing sales training, including onboarding, upskilling, methodology reinforcement, and product updates
Partner with Sales Leadership to diagnose performance gaps and create tailored development plans
Leverage modern L&D tools (AI simulations, microlearning, role‑play technology, LMS platforms) to enhance learning effectiveness
Cross‑Functional Collaboration
Serve as the connective tissue between Sales and other groups in the commercial ecosystem
Marketing: Align messaging, personas, and content utilization
Product & Engineering: Communicate field insights, support launches, and translate technical capabilities into advisor‑ready messaging
Service & Operations: Support seamless post‑sale handoffs and customer experience improvements
Sales Leadership: Partner on strategy, execution, and team‑level initiatives
Facilitate regular feedback loops so each team is informed, aligned, and working toward shared goals
Performance Analysis and Continuous Improvement
Monitor sales performance metrics to identify enablement opportunities
Track the adoption and impact of processes, training, and tools—informing what to improve next
Ensure enablement initiatives align with revenue targets and AssetMark’s growth strategy
Other duties as assigned
Knowledge, Skills, Abilities
Strategic thinking with strong executional follow‑through
Ability to influence without authority
Strong analytical and problem‑solving skills
High business acumen and customer‑centric mindset
Collaborative, adaptable, and comfortable working in fast‑moving environments
Education & Experience
5–8 years of experience in Sales, Sales Enablement, Revenue/Commercial Enablement, Sales Operations, Value Engineering, or Sales Leadership
A bachelor’s degree in business or finance is required
A master’s degree is preferred
Strong understanding of modern B2B sales methodologies and buyer‑centric processes
Experience working with cross‑functional teams and senior leadership
Exceptional communication, facilitation, and project‑management skills
Ability to turn complex product and market information into usable, compelling resources
Experience in finance, advisory services, finance technology, or a related field is a plus
Compensation The base salary range for this position is $105,000−$120,000. This role is also eligible for additional variable incentive compensation and competitive benefits.
Legal and Eligibility Candidates must be legally authorized to work in the US. 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. Our culture is driven by values: Heart, Integrity, Excellence, and Respect. We provide innovative technology, consulting services, and investment solutions that empower advisors to deliver exceptional service.
Benefits & Perks
Flex Time or Paid Time Off and Sick Time Off
401(k) – 6% Employer Match
Medical, Dental, Vision – HDHP or PPO
HSA – Employer contribution (HDHP only)
Volunteer and PTO Days
Career Development / Recognition
Fitness Reimbursement
Hybrid Work Schedule
Equal Opportunity Employer AssetMark is an Equal Opportunity Employer committed to building a diverse and inclusive workplace where everyone feels valued.
Job Details
Seniority level: Mid‑Senior level
Employment type: Full‑time
Job function: Sales and Business Development
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