Vice President, Business Development Officer of Advisor Succession

Overview

Asset Mark, Inc. operates a wealth management platform with a mission to help financial advisors and their clients. Asset Mark, together with its affiliates Asset Mark Trust Company, Voyant, and Adhesion Wealth Advisor Solutions, serves advisors at every stage of their journey with flexible, purpose-built solutions, powered by its innovative technology platform. The company equips advisors with planning tools, investment solutions, and operational capabilities to help deliver better investor outcomes by enhancing their productivity, profitability, and client satisfaction.

Asset Mark is a registered investment adviser with the U.S. Securities and Exchange Commission. Founded in 1996, Asset Mark has over 1,100 employees and serves more than 10,700 financial advisors and 335,000 investor households; as of December 31, 2025, the firm had over $166 billion in platform assets.

• The individual in this role will report to Asset Mark’s Senior Vice President, Corporate Strategy & Corporate Development and will partner with sales, corporate development, finance, legal/compliance, and operations, supporting Asset Mark’s Succession offering.
• Serve as VP, Business Development Officer - Advisor Succession, facilitating advisor succession and acquisition activity by connecting sellers of practice ownership with buyers and partner firms seeking growth.
• Build trusted relationships with advisors on both sides of transactions (exit/transition and inorganic growth) and advise on valuation expectations, deal structures, and practice readiness.
• Leverage a formal matchmaking platform to align buyers and sellers based on strategic, cultural, and financial fit.
• Manage and grow relationships with partner firms that serve as potential acquirers, transition destinations, or strategic buyers of advisor practices.
• Coordinate across sales, finance, legal, and compliance to advance opportunities from introduction through close, including valuation analysis, LOI development, due diligence support, and transition planning.
• Provide market insight and executive presence to help advisors identify acquisition opportunities and navigate negotiations to drive advisor growth, asset retention, and long-term platform engagement.

• Integrated Cross-Functional Leadership:
  Experience across sales, corporate development, finance, legal/compliance, and operations in structuring and executing advisor succession and acquisition transactions.
• Advisor Relationship Origination & Trust Building:
  Ability to establish and sustain trusted relationships with senior advisors and practice owners as long-term strategic partners.
• Strategic Matchmaking & Deal Structuring:
  Experience in formally matching buyers and sellers based on cultural, operational, and financial fit, including minority sales, phased transitions, tuck-ins, and full exits.
• Partner Firm Relationship Management:
  Ability to build and expand strategic relationships with preferred partner firms and acquirers.
• Valuation & Financial Acumen:
  Expertise in valuation across advisory business models, including revenue, EBITDA, and cash-flow multiples, and coaching on value drivers and deal readiness.
• M&A Transaction Advisory
  
  Experience:
  
  Guidance through LOI negotiation, due diligence, deal economics, earn-outs, retention structures, and transition planning.
• Platform & Ecosystem Development:
  Ability to scale and evolve a structured succession and matchmaking platform, including process design, partner onboarding, data inputs, and feedback loops.
• Executive Presence & Stakeholder Management:
  Credibility to engage C-suite leaders, firm founders, compliance executives, and legal counsel in high-stakes discussions.
• Market Insight & Thought Leadership:
  Understanding of advisor succession trends, consolidation dynamics, buyer appetite, and regulatory considerations, with capacity to position the firm as a thought leader.

• Bachelor’s degree required; MBA or equivalent strongly preferred, with focus in finance, strategy, or business management.
• Minimum of 10–15 years of experience in business development, advisor services, M&A, succession planning,…