Why Work at Mercer Advisors?
For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.
Today, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*
Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.
Join us and help families amplify and simplify their financial lives with confidence.
* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology here .
Job Summary:
The Sr. Director, M&A Partner Development is responsible for managing the entire sales experience for new M&A prospects sourced through our relationships with sell-side Investment Bankers. Responsibilities for this role include cultivating strong professional relationships with investment bankers and excellent deal management from initial contact through closing. Success in this role requires sounds business judgement, industry acumen and excellent relationship management.
Essential Job Functions for this role include:
Development and Nurturing Investment Banker Relationships:
Manage all aspects of the deal process to progress qualified opportunities from first contact through closing
Maintain timelines, milestones, and owners for each active deal; track and escalate open diligence items and risks
Coordinate with finance, legal, and the deal team leaders on pre-LOI and confirmatory diligence workflows to ensure a smooth and efficient path-to-close
Facilitate outstanding Mercer Advisors Office Visit experience for M&A prospects including quarterbacking and clearing reverse due diligence items
Support pre-closing activities including client consent process, new team-member communications and handoff to Partner Integration team members
Provide regular pipeline and deal status updates to the deal team and company leadership
Referral Source and Prospect Relationships:
Maintain ongoing communication and collaboration with investment bankers, recruiters, and community contacts to ensure that we receive high quality leads that are consistent with our acquisition priorities
Provide timely responses and proactive outreach on all deal communications
Communicate Mercer Advisors service model, platform capabilities, and value proposition to M&A prospects
Attend industry events as a representative of Mercer Advisors to connect with bankers and potential prospects
Team Collaboration:
Build strong relationships with key Mercer Advisors stakeholders to facilitate partnership and information sharing
Collaborate with Mercer Advisors Division Heads and Market Leaders to support acquisitions in strategic target markets
Contribute to Mercer company culture, values, and One-Team orientation
Knowledge, Skills, and Abilities:
Bachelor’s Degree in Business Administration or other applicable business disciplines required
Advanced degree or professional designation (e.g., MBA, CFA, CPA, CFP) preferred
5–7 years of relevant experience in wealth management, M&A, investment banking, or corporate development
Proven…