AssetMark
Job Description:
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.
The ideal candidate is equal parts strategist and hands‑on operator—someone who understands modern sales methodologies, can build value‑focused resources, implement scalable best practices, and thrives in a highly collaborative, fast‑paced environment.
We can consider candidates for this position who are able to accommodate a hybrid work schedule and are close to our office location in Charlotte, NC, Chicago, IL, or Phoenix, AZ.
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 between $105,000‑$120,000.
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. Whether that’s through compelling technology that facilitates a better client experience, consulting services that ensure advisors’ businesses are running at their best, or offering 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, connected by our values; Heart, Integrity, Excellence and Respect. You will join a team that live these values every day by making a difference, doing what is right, doing the best in all that we do and encouraging and valuing different ideas of experiences, perspective, and backgrounds.
Flex Time Off (Take what you need)
10 days Sick/Mental Health Days
401K – 6% Employer Match
Medical, Dental, Vision – HDHP or PPO
HSA – Employer contribution
Volunteer Day
Career Development / Recognition
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.
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.
#J-18808-Ljbffr
The ideal candidate is equal parts strategist and hands‑on operator—someone who understands modern sales methodologies, can build value‑focused resources, implement scalable best practices, and thrives in a highly collaborative, fast‑paced environment.
We can consider candidates for this position who are able to accommodate a hybrid work schedule and are close to our office location in Charlotte, NC, Chicago, IL, or Phoenix, AZ.
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 between $105,000‑$120,000.
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. Whether that’s through compelling technology that facilitates a better client experience, consulting services that ensure advisors’ businesses are running at their best, or offering 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, connected by our values; Heart, Integrity, Excellence and Respect. You will join a team that live these values every day by making a difference, doing what is right, doing the best in all that we do and encouraging and valuing different ideas of experiences, perspective, and backgrounds.
Flex Time Off (Take what you need)
10 days Sick/Mental Health Days
401K – 6% Employer Match
Medical, Dental, Vision – HDHP or PPO
HSA – Employer contribution
Volunteer Day
Career Development / Recognition
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.
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.
#J-18808-Ljbffr