Corporate Development Director

Overview

The Job/

What You’ll Do:

The Corporate Development Director supports Asset Mark’s growth agenda by evaluating and executing acquisitions, strategic investments, and partnerships. The role 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.

Job Description: The Corporate Development Director supports Asset Mark’s growth agenda by evaluating and executing acquisitions, strategic investments, and partnerships. The role 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, Charlotte, NC, or Chicago, IL.

• Support deal origination and qualifying of opportunities aligned to Asset Mark'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 counter parties.
• 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.

• 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.

• 5 to 8 years of professional experience in financial services (i.e., asset management, wealth management, wealth tech).
• Prior transaction experience is strongly preferred, including past roles in investment banking or corporate development.
• Bachelor's 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® charter holder 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 Asset Mark 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.

We are Asset Mark, a company on the move, shaping the future of…