Senior Director, M&A Partner Development

Mercer Advisors

2h•$170,000 - $200,000

About The Position

The Senior Director, M&A Partner Development manages the full sales experience for new M&A prospects sourced through relationships with sell-side investment bankers. The role cultivates professional relationships with investment bankers and manages deals from initial contact through closing, using sound business judgment, industry knowledge, and strong relationship-management skills. The position manages deal timelines, milestones, diligence workflows, prospect office visits, pre-closing activities, and handoffs to the Partner Integration team. It also maintains relationships with investment bankers, recruiters, and community contacts; communicates Mercer Advisors’ service model and value proposition; represents the company at industry events; and collaborates with internal stakeholders to support acquisitions in strategic markets. This is a professional role with a Monday–Friday schedule, generally 8:00 AM–5:00 PM, with flexibility to work different hours to meet internal and external client needs. Travel flexibility of 20%–50% is required. The role is based in a professional office environment and includes working indoors, traveling, standing, and sitting. No heavy lifting over 20 lbs. is required.

Requirements

Bachelor’s degree in Business Administration or another applicable business discipline.
5–7 years of relevant experience in wealth management, M&A, investment banking, or corporate development.
Ability to manage multiple concurrent deals, timelines, and cross-functional stakeholders.
Working proficiency in reading and applying valuation models, financial statements, and diligence materials.
Experience managing a complex decision-making process.
Client-focused problem-solving skills.
Strong communication and negotiation skills.
Excellent interpersonal skills and ability to relate to individuals at all levels.
Highly organized and detail-oriented.
Team-oriented approach and ability to collaborate well with others.

Nice To Haves

Advanced degree or professional designation, such as an MBA, CFA, CPA, or CFP.

Responsibilities

Manage all aspects of the deal process, progressing qualified opportunities from first contact through closing.
Maintain timelines, milestones, and owners for active deals; track and escalate open diligence items and risks.
Coordinate with finance, legal, and deal team leaders on pre-LOI and confirmatory diligence workflows.
Facilitate office visits for M&A prospects and coordinate reverse due diligence items.
Support pre-closing activities, including the client consent process, communications with new team members, and handoff to Partner Integration team members.
Provide regular pipeline and deal status updates to the deal team and company leadership.
Maintain communication and collaboration with investment bankers, recruiters, and community contacts to generate high-quality leads aligned with acquisition priorities.
Respond promptly and proactively to deal communications.
Communicate Mercer Advisors’ service model, platform capabilities, and value proposition to M&A prospects.
Attend industry events as a Mercer Advisors representative and connect with bankers and potential prospects.
Build relationships with Mercer Advisors stakeholders to facilitate partnership and information sharing.
Collaborate with Division Heads and Market Leaders to support acquisitions in strategic target markets.
Contribute to Mercer Advisors’ culture, values, and One-Team orientation.

Benefits

Company-paid basic life and AD&D insurance.
Company-paid short-term and long-term disability insurance.
Supplemental life and AD&D, short-term disability, accident, critical illness, and hospital indemnity insurance.
Three Cigna medical plan options, including two high-deductible health plans and a traditional copay plan.
Kaiser medical plans available in California.
Health Savings Account with company contributions for employees enrolled in either high-deductible health plan.
Two comprehensive dental plans.
Vision insurance.
Dependent Care Savings Account for child and dependent care.
14 company-paid holidays, including a full week off at Thanksgiving.
Paid time off for vacation and sick days.
Employee Assistance Plan.
Family Medical Leave.
Paid parental leave of eight weeks.
Maternity benefits combining company-paid short-term disability, any supplemental short-term disability, and parental leave.
Adoption assistance reimbursement program.
Company-paid concierge services for caregiving needs and other life challenges.
401(k) retirement plan with Traditional and Roth options, per-pay-period match, and an after-tax option.
Pet insurance.
Personalized financial planning and guidance from Mercer Advisors professionals at preferred employee pricing.
Incentive compensation eligibility.