AssetMark

Corporate Development Director

AssetMark

full-time

Posted on:

Location Type: Hybrid

Location: Concord • California • North Carolina • United States

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Salary

💰 $165,000 - $185,000 per year

Job Level

Lead

About the role

  • 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

Requirements

  • 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
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
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
financial modelingvaluationmarket researchpipeline trackingdata analysisdeal originationtransaction experienceperformance trackingexecutive presentation preparationrisk assessment
Soft Skills
communicationorganizationalcollaborationattention to detailanalytical thinkingproblem-solvingtime managementadaptabilityinterpersonal skillsstrategic thinking
Certifications
CFA charterholderCFA candidateMBABachelor's Degree in FinanceBachelor's Degree in EconomicsBachelor's Degree in Accounting