Managing Director leading a team of underwriters in Inland Marine for Travelers insurance. Focusing on profitability and growth in complex risk management.
About the role
- 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
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
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