Senior Director, M&A Partner Development

This is a fully remote position, open to applicants in United States.

📋 Description

• Oversee the complete deal process for vetted M&A opportunities from initial contact to closure.

• Develop and sustain professional relationships with sell-side investment banking professionals.

• Track deal timelines, key milestones, responsible parties, due diligence items, and associated risks.

• Collaborate with finance, legal, and deal team leaders during pre-LOI and confirmatory diligence phases.

• Organize office visits at Mercer Advisors for M&A prospects and address reverse due diligence items.

• Assist in pre-closing tasks, such as securing client consent, coordinating new team-member communications, and facilitating the transition to Partner Integration.

• Provide updates on pipeline and deal status to deal teams and company leadership.

• Work alongside investment bankers, recruiters, and community contacts to obtain high-quality acquisition leads.

• Articulate Mercer Advisors’ service model, platform capabilities, and value proposition to potential clients.

• Represent Mercer Advisors at industry events.

• Foster relationships with Mercer Advisors stakeholders and collaborate with Division Heads and Market Leaders on strategic acquisitions.

• Contribute positively to Mercer Advisors’ culture, values, and One-Team approach.

⛳️ Requirements

• A Bachelor’s Degree in Business Administration or a relevant business field is mandatory.

• An advanced degree or professional certification such as MBA, CFA, CPA, or CFP is preferred.

• 5–7 years of pertinent experience in wealth management, M&A, investment banking, or corporate development.

• Capability to manage multiple simultaneous deals, timelines, and cross-functional stakeholders effectively.

• Proficiency in interpreting and applying valuation models, financial statements, and diligence materials.

• Experience in navigating complex decision-making processes.

• Strong client-focused problem-solving skills.

• Excellent communication and negotiation abilities.

• Outstanding interpersonal skills and the ability to connect with individuals at all organizational levels.

• Highly organized with a keen attention to detail.

• Team-oriented with strong collaboration skills.

• Availability from Monday to Friday, 8:00 AM–5:00 PM, with some flexibility for varied hours.

• Willingness to travel between 20% and 50% as needed.

🏝️ 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 offerings of Cigna medical plans, 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 for those enrolled in either HDHP medical plan.

• Two comprehensive Dental Plans.

• Vision Insurance Plan.

• Dependent Care Savings Account for child and dependent care expenses.

• 14 Company Paid Holidays, which includes a full week off during Thanksgiving.

• Generous paid time off program for vacation and sick days.

• Employee Assistance Plan.

• Family Medical Leave.

• Paid Parental Leave (8 weeks).

• Maternity benefits that utilize company-paid STD, any supplemental STD, along with Parental Leave (8 weeks).

• Adoption Assistance Reimbursement Program.

• Company Paid Concierge Services.

• 401(k) Retirement Plan featuring Traditional and Roth plans, per-pay-period match, and after-tax option.

• Pet Insurance.

• Personalized financial planning and guidance from Mercer Advisors professionals at preferred employee pricing.

• Eligibility for incentive compensation.