Vice President, Business Development Officer of Advisor Succession

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* Job Description:

**## Asset Mark, Inc. operates a wealth management platform with a mission to help financial advisors and their clients. Asset Mark, together with its affiliates Asset Mark Trust Company, Voyant, and Adhesion Wealth Advisor Solutions, serves advisors at every stage of their journey with flexible, purpose-built solutions, powered by its innovative technology platform. The company equips advisors with planning tools, investment solutions, and operational capabilities to help deliver better investor outcomes by enhancing their productivity, profitability, and client satisfaction.

Founded in 1996, Asset Mark 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. Asset Mark is a registered investment adviser with the U.S. Securities and Exchange Commission. The individual in this role will report directly to Asset Mark’s Senior Vice President, Corporate Strategy & Corporate Development and will partner with sales, corporate development, finance, legal/compliance, and operations, helping support Asset Mark’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:
** Asset Mark is seeking a highly skilled senior individual to serve as theVP, Business Development Officer - Advisor Succession reporting to the Asset Mark’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…