Senior Director, New Partner Success

Mercer Advisors

6d•$170,000 - $200,000•Remote

About The Position

Mercer Advisors closes 15–18 acquisitions per year. Every firm that joins is making one of the most significant decisions of their professional lives and the promise we make to them during the sales process is that joining Mercer will be better for their clients, their teams and the selling principals. The Senior Director, New Partner Success will be instrumental in keeping that promise. This role is the single point of contact for new partners: a senior, relationship-driven, commercially minded role for someone who can walk into a room of experienced financial advisors, earn their trust quickly, and guide them through the most complex organizational transition of their careers, while simultaneously owning the business outcomes Mercer needs from every acquisition. The Senior Director, New Partner Success is a value creation partner, responsible for knowing everything about their firms, driving measurable results, and intervening before problems become crises. They carry a portfolio of 8–10 firms at various stages of integration and are accountable for the commercial, cultural, and operational success of every one of them.

Requirements

10+ years in wealth management, financial services, management consulting, or a senior relationship management role, with meaningful exposure to business owners, firm principals, or founders
Demonstrated experience driving commercial outcomes in a client-facing role
Familiarity with the RIA or independent advisory space is strongly preferred; understanding of how advisory firms are built, run, and grown is essential
Experience navigating organizational change, firm transitions, or post-merger integration is a significant advantage
People leadership experience or readiness; this role may evolve into a team leadership position as the function scales
Exceptional relationship builder: earns trust quickly and credibly with experienced, often skeptical financial professionals
Commercially minded: understands AUM dynamics, revenue drivers, organic growth levers, and what a healthy advisory firm looks like
Operationally disciplined: manages a portfolio of 8–10 firms with rigor, follow-through, and structured communication; nothing ages, nothing falls through the cracks
Emotionally intelligent: can read a room, navigate interpersonal complexity, hold difficult conversations with care, and remain steady under pressure
Strategic thinker: connects individual firm dynamics to enterprise patterns; surfaces insight upward, not just status
Strong communicator: writes and speaks with clarity and confidence; comfortable presenting to senior market leaders and executive stakeholders
Builder: energized by creating processes, playbooks, and programs that don't yet exist; not someone who needs a fully built system to be effective

Nice To Haves

Familiarity with the RIA or independent advisory space is strongly preferred
Experience navigating organizational change, firm transitions, or post-merger integration is a significant advantage
People leadership experience or readiness; this role may evolve into a team leadership position as the function scales

Responsibilities

Participate in pre-LOI diligence, providing a formal assessment and "vote" on fit: evaluating culture, ease of integration, and organizational readiness alongside Partner Development
Contribute to the scoring rubric for market and firm readiness
Flag potential complexities early so they can be factored into deal structure and terms
Lead the Business Introduction meeting with firm principals: understanding growth history, AUM aspirations, client demographics, team dynamics, key personnel, and local market position
Build the first draft of the firm-specific success plan before close, including the value creation framework, retention risk map, and first-year priorities
Project manage issues and complexities identified during the LOI-to-close phase; own resolution of all business-related issues before and after close
Partner with the VP of NPI on integration solutioning; support assessment of whether Senior Program Manager governance is needed
Serve as the firm's single point of contact from close through full integration
Orchestrate the introduction of the Integration team, corporate functions, and specialist resources on the firm's terms and timeline
Monitor integration milestone completion; own resolution of all business-side escalations
Execute the structured welcome experience: buddy assignments, all-hands meeting, first-month operating rhythm
Confirm committee participation and Mercer operating routine enrollment for all team members within 90 days
Identify and activate the firm's Champion (the internal advocate who accelerates cultural adoption from the inside out)
Own the post-close value creation plan for each assigned firm: repricing, organic growth initiatives, capability adoption, and synergy capture tied to deal terms
Lead business planning for each firm and advisor: establish baseline metrics, identify share of wallet expansion opportunities, surface retention risk by advisor
Monitor growth, margin, and productivity metrics monthly; provide qualitative updates to the coverage team and leadership reporting routines
Identify and mitigate advisor and client retention risk proactively, including succession planning for key personnel and intervention before departure or client loss occurs (leveraging Wealth Enablement and People for support)
Surface cross-sell opportunities for acquired firm clients (tax, estate planning, insurance, institutional investing) and route to appropriate internal teams
Activate the RVP (Growth/Channel) as firms mature; coordinate market launch event and growth acceleration plan
Identify organic growth opportunities and referral acquisition candidates through deep firm relationships
Maintain the Firm Health Score for each assigned firm across five dimensions: New Clients, Existing Clients, Financial, Engagement, and Integration
Provide monthly qualitative inputs and validate the quantitative outputs for the Performance Management one-pager
Trigger escalation protocols when a firm falls below health score threshold; drive increased engagement and executive involvement as needed
Contribute to post-mortem reviews on closed integrations; surface patterns that improve future diligence and deal design
Feed structured intelligence to colleagues in New Partner Success, Managing Partners / Executive Managing Partners and Partner Development through defined reporting routines
Administer 90-day pulse surveys and facilitate annual firm reviews
Capture exit intelligence when advisors or clients depart
Participate in the Quarterly M&A Working Group review; contribute firm-level insight to scorecard trends and deal thesis tracking

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