AssetMark · 11 hours ago
Corporate Development Director
Charlotte, NC
Full-time
Hybrid
Mid, Senior Level
$165K/yr - $185K/yr
5+ years expAssetMark is a company on the move, shaping the future of financial services. The Corporate Development Director supports AssetMark’s growth agenda by evaluating and executing acquisitions, strategic investments, and partnerships, while collaborating with Corporate Strategy and Integration Management.
AdviceConsultingFinancial Services
No H1B
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
Qualification
Required
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
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
Preferred
Prior transaction experience is strongly preferred, including past roles in investment banking or corporate development
Applicants who hold the right to use the CFA® charterholder designation or are candidates in the CFA® program (or similar) are strongly preferred
Benefits
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
Company
AssetMark
AssetMark is an investment adviser registered with the Securities and Exchange Commission.
501-1000 employees
Funding
Current Stage
Public CompanyTotal Funding
$2.81M2024-04-25Acquired
2019-07-17IPO
2016-12-09Series Unknown· $2.81M
Leadership Team
Louis Maiuri
Chairman and Group CEO
Erin Wood
SVP Advanced Planning
Recent News
2025-12-15
Company data provided by crunchbase