Corporate Development Director

Job Description:

The Job/What You’ll Do:

The Corporate Development Director supports AssetMark’s growth agenda by evaluating and executing acquisitions, strategic investments, and partnerships. The Corporate Development Director reports to the VP, Corporate Development and provides leverage across pipeline support, diligence coordination, analysis, and transaction execution. The Corporate Development Director partners with Corporate Strategy to align priorities and with Integration Management to support post-close planning and value capture. The Corporate Development Director is expected to deliver accurate, high-quality work with strong judgment, discretion, and exceptional attention to detail in a fast-paced environment.

We can consider candidates for this position who are able to accommodate a hybrid work schedule and are close to one of our following offices: Concord, CA or Charlotte, NC

Responsibilities:

• Support deal origination and qualifying of opportunities aligned to AssetMark's strategy.

• Maintain high-quality pipeline trackers/dashboards, target lists, and screening outputs.

• Conduct market and target company research and deliver actionable insights.

• Coordinate outreach preparation and meeting workflows with external counterparties.

• Build and maintain financial models (valuation, scenarios/sensitivities).

• Prepare executive-ready materials (deal rationale, diligence findings, risk/issue summaries, Executive Committee and Board-level updates) with accuracy and clarity.

• Define and track success criteria and performance against the business case in partnership with the Integration Management Office and functional owners.

• Other duties as assigned

Knowledge, Skills, Abilities:

• High-energy, excitement and curiosity about the M&A process and financial services industry.

• Advanced financial modeling/valuation skills and strong analytical judgment.

• Excellent research, synthesis, and executive communication skills (PowerPoint and writing).

• Strong discretion and the maturity to handle sensitive, high-stakes work.

• Exceptional attention to detail and a commitment to accuracy and integrity in work product.

• Stamina and flexibility to support deals, including during extended hours (nights and weekends).

• Coachable, fast-learning and able to deliver outcomes under pressure.

Education & Experience:

• 5 to 8 years of professional experience in financial services (i.e., asset management, wealth management, wealthtech).

• Prior transaction experience is strongly preferred, including past roles in investment banking or corporate development.

• Bachelors Degree in a Business-related field (Finance, Economics, Accounting). Candidates with advanced degrees (MBA or equivalent) are also welcome to apply.

• Applicants who hold the right to use the CFA® charterholder designation or are candidates in the CFA® program (or similar) are strongly preferred.

Compensation: The Base Salary range for this position is between $165,000-$185,000.

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:

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.