Founded in 1996, AssetMark 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. AssetMark is a registered investment adviser with the U.S. Securities and Exchange Commission.
The individual in this role will report directly to AssetMark’s Senior Vice President, Corporate Strategy & Corporate Development and will partner with sales, corporate development, finance, legal/compliance, and operations, helping support AssetMark’s Succession offering.
This is a full-time position. We will only consider candidates for this position who can accommodate a hybrid work schedule and are close to our office locations in either Charlotte, NC; Chicago, IL or Concord, CA.
Responsibilities:
AssetMark is seeking a highly skilled senior individual to serve as the VP, Business Development Officer - Advisor Succession reporting to the AssetMark’s Senior Vice President, Corporate Strategy & Corporate Development. The Vice President, Business Development Officer – Advisor Succession will facilitate advisor succession and acquisition activity by connecting advisors who are looking to sell all or part of their practice with advisors and partner firms seeking growth through acquisition. The VP will build trusted relationships with advisors on both sides of the transaction - those planning an exit or transition and those pursuing inorganic growth to expand their practice and increase share of wallet. This role will leverage a formal matchmaking platform to align buyers and sellers based on strategic, cultural, and financial fit, while advising participants on valuation expectations, deal structures, and practice readiness.
In addition, the VP will manage and grow relationships with partner firms that serve as potential acquirers, transition destinations, or strategic buyers of advisor practices. The role will actively support transaction execution by coordinating across sales, finance, legal, and compliance teams to advance opportunities from introduction through close, including valuation analysis, LOI development, diligence support, and transition planning. With strong market insight and executive presence, the VP will help advisors identify attractive acquisition opportunities, guide them through complex negotiations, and ensure successful outcomes that drive advisor growth, asset retention, and long-term platform engagement.
Knowledge, Skills, and Abilities:
Integrated Cross-Functional Leadership: Deep expertise working across sales, corporate development, finance, legal/compliance, and operations to structure and execute complex advisor succession and acquisition transactions.
Advisor Relationship Origination & Trust Building: Proven ability to establish, grow, and sustain trusted relationships with senior advisors and practice owners, serving as a long-term strategic partner through emotionally and financially complex succession decisions.
Strategic Matchmaking & Deal Structuring: Demonstrated experience formally matching buyers and sellers based on cultural, operational, and financial fit, including minority sales, phased transitions, tuck-ins, and full practice exits.
Partner Firm Relationship Management: Ability to build, manage, and expand strategic relationships with preferred partner firms and acquirers, positioning the platform as a primary source of high-quality acquisition opportunities.
Valuation & Financial Acumen: Strong valuation expertise across advisory business models, including assessment of appropriate revenue, EBITDA, and cash-flow multiples; ability to coach advisors on value drivers, deal readiness, and optimization.
M&A Transaction Advisory Experience: Experience guiding stakeholders through end-to-end transaction processes, including 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 to improve match quality and velocity.
Executive Presence & Stakeholder Management: Strong executive presence with the credibility to engage C-suite leaders, firm founders, compliance executives, and legal counsel in high-stakes discussions.
Market Insight & Thought Leadership: Deep understanding of advisor succession trends, consolidation dynamics, buyer appetite, and regulatory considerations, with the ability to position the firm as a thought leader in advisor transitions.
Education & Experience:
Bachelor’s degree required; advanced degree (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, corporate development, or financial services, with demonstrated experience supporting practice acquisitions or transitions.
Prior experience working with advisors, RIAs, broker-dealers, or wealth management firms strongly preferred, including hands-on involvement in valuation discussions, deal structuring, and transaction execution.
Compensation: The Base Salary range for this position is between $300,000-$350,000. This information reflects a base salary range that AssetMark 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.
Who We Are & What We Offer:
We are AssetMark, a company on the move, shaping the future of financial services. Growth is in our DNA. Every day, we combine technology, insight, and collaboration to create new possibilities for advisors, for our people and for our investors. At AssetMark your ideas matter; they’re heard, valued, and drive meaningful change. Join a team that sets new standards and creates space for you to thrive and do your best work.
Our Mission
Our mission is simple: to help our 10,500+ financial advisors make a meaningful difference in their clients’ lives. We do this by combining powerful technology, holistic support, and expert consulting to help advisors run stronger, more efficient businesses. Backed by a comprehensive suite of investment solutions and a trust company that boasts of $150B+ AUM, our platform empowers advisors to deliver exceptional service and an outstanding client experience.
Our Values
Heart. Client Success. Integrity. Respect. Excellence. Our values are how we show up every day.
We believe in:
Leading with Heart, in truly making a difference in the lives of others: teammates, clients, investors and communities.
Obsessing over Client Success, bringing a relentless focus on what matters to clients that sets us apart and creates loyal, lasting relationships.
Unyielding Integrity, doing what’s right, always. Even when it’s hard.
Collective Respect, in being authentic, inclusive and valuing all voices while winning together.
Operating with Excellence, in learning fast, continuously improving, innovating and collaborating to find new and better solutions.
These values shape our culture, guide our decisions, and define what it means to be part of the AssetMark family.
Our Culture & Benefits
Our culture brings our mission and values to life. Here, we do what’s right, embrace diverse ideas, and innovate together. We also offer a wide range of benefits to support you and your family—because thriving at work starts with thriving in life.
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
As an Equal Opportunity Employer, AssetMark is committed to building a diverse and inclusive workplace where everyone feels valued.