[Hiring] Senior Director, M&A Partner Development @Mercer Advisors

Role Description

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 sound business judgement, industry acumen, and excellent relationship management.

Essential Job Functions

• 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.

Qualifications

• 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 ability to manage multiple concurrent deals, timelines, and cross-functional stakeholders.
• Working proficiency reading and applying valuation models, financial statements, and diligence materials.
• Proven experience managing a complex decision-making process.
• Client-focused problem solving.
• Strong communication and negotiation skills.
• Excellent interpersonal skills and ability to relate to individuals of all levels.
• Highly organized and detail oriented.
• Team-oriented individual who collaborates well with others.

Requirements

• This professional role requires availability Monday through Friday, 8:00 AM – 5:00 PM with flexibility to work different hours to meet internal and external client needs.
• This role also requires flexibility to travel between 20% and 50%.

Benefits

• Company Paid Basic Life & AD&D Insurance.
• Company Paid Short-Term and Long-Term Disability Insurance.
• Supplemental Life & AD&D Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance.
• Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
• Kaiser Medical plans available in California.
• Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.
• Two comprehensive Dental Plans.
• Vision Insurance Plan.
• Dependent Care Savings Account for child and dependent care.
• 14 Company Paid Holidays including a full week off at Thanksgiving.
• Generous paid time off program for vacation and sick days.
• Employee Assistance Plan.
• Family Medical Leave.
• Paid Parental Leave (8 weeks).
• Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.
• Adoption Assistance Reimbursement Program.
• Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.
• 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option.
• Pet Insurance.
• Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing.