Job Overview
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.
Hybrid work schedule : Candidates must be close to our office location in Charlotte, NC, Chicago, IL, or Phoenix, AZ.
Responsibilities
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.
Knowledge, Skills, Abilities (KSA)
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.
Bachelor’s degree in business or finance is required.
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. The position will also be eligible for additional variable incentive compensation and competitive benefits.
Legal Requirements Candidates must be legally authorized to work in the US to be considered. We are unable to provide visa sponsorship for this position.
Company Overview AssetMark’s mission is centered around helping financial advisors make a difference in the lives of their clients. We provide holistic support through technology, consulting services, and a comprehensive suite of investment solutions. Our culture is driven by our values: Heart, Integrity, Excellence, and Respect.
Benefits & Culture
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 Time Off
Career Development / Recognition
Fitness Reimbursement
Hybrid Work Schedule
Equal Opportunity Statement As an Equal Opportunity Employer, AssetMark is committed to building a diverse and inclusive workplace where everyone feels valued.
#J-18808-Ljbffr
Hybrid work schedule : Candidates must be close to our office location in Charlotte, NC, Chicago, IL, or Phoenix, AZ.
Responsibilities
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.
Knowledge, Skills, Abilities (KSA)
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.
Bachelor’s degree in business or finance is required.
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. The position will also be eligible for additional variable incentive compensation and competitive benefits.
Legal Requirements Candidates must be legally authorized to work in the US to be considered. We are unable to provide visa sponsorship for this position.
Company Overview AssetMark’s mission is centered around helping financial advisors make a difference in the lives of their clients. We provide holistic support through technology, consulting services, and a comprehensive suite of investment solutions. Our culture is driven by our values: Heart, Integrity, Excellence, and Respect.
Benefits & Culture
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 Time Off
Career Development / Recognition
Fitness Reimbursement
Hybrid Work Schedule
Equal Opportunity Statement As an Equal Opportunity Employer, AssetMark is committed to building a diverse and inclusive workplace where everyone feels valued.
#J-18808-Ljbffr