Corporate Development Director responsible for supporting AssetMark's growth through acquisitions and partnerships. Evaluating opportunities, conducting research, and preparing executive-ready materials.
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
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
Product Director responsible for managing Grange Insurance Company’s BOP and CT product lines. Driving profitability and strategic product positioning to meet customer and agent needs.
Director overseeing strategic and operational management of clinical solutions for Capital Blue Cross. Leading requirements, workflow design, and operational enablement for care management applications.
Director of Application Development directing the development of software applications for internal and external users at Millennium. Leading integration of data analytics and AI into solutions while ensuring scalability and reliability.
Lead Product Manager managing the delivery of complex product projects for a tech company. Driving product strategy and ensuring client satisfaction at Theodo.
Senior Director of Information Technology overseeing IT strategy and infrastructure. Leading cloud strategy and IT transformation in an engineering consulting environment at EPMA.
North Carolina Associate Organizing Director responsible for executing statewide organizing plans for Reproductive Freedom for All. Will manage campaign organizing efforts and oversee Organizers across North Carolina.
Programme Director managing multi - project delivery in the transport sector, ensuring alignment with strategic objectives. Leading teams and maintaining project governance for successful execution.
Pennsylvania Associate Organizing Director overseeing statewide voter engagement and organizing efforts for reproductive freedom. Leading campaign's organizing program in collaboration with state and national leadership.
Maintenance Director overseeing maintenance and repair activities in leading property management company. Leading a diverse team and ensuring safety compliance with effective maintenance processes.
Director of Culture leading enterprise change and inclusion initiatives at Pinterest. Collaborating with executives to foster employee experience and a sense of belonging.