Senior Manager, Deal Desk

Mercer Advisors

About The Position

For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients. Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible. Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country. 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 Senior Manager, Deal Desk is responsible for establishing and managing Mercer’s deal governance framework, including intake, triage, analysis, routing, and approval of non‑standard commercial requests. The role reduces senior‑leader approval burden, improves cycle time, and ensures consistent, policy-aligned decision‑making across pricing, PMRs, and deal exceptions.

Requirements

Experience in deal desk, pricing, revenue operations, or sales operations.
Strong analytical and financial reasoning skills, including margin and discount evaluation.
Comfort managing a high‑volume queue with strong follow‑through and detail orientation.
Excellent interpersonal skills with the ability to partner with assertive sellers under time pressure.
Strong operational judgment and documentation discipline.
Familiarity with Salesforce workflow, approvals, and data requirements.

Responsibilities

Intake, Governance & Control
Establish and manage a single front door for PMRs and deal exceptions, ensuring complete and accurate submissions.
Maintain clear escalation pathways aligned to policy, margin thresholds, and approval authority.
Ensure full documentation and auditable records of deal decisions within Salesforce (no shadow processes).
Deal Evaluation, Structuring & Decisioning
Review, structure, and recommend deal outcomes based on policy, economics, and risk considerations.
Facilitate cross‑functional deal reviews for complex, non‑standard, or high‑stakes opportunities.
Manage escalations efficiently while balancing speed, rigor, and commercial impact.
Enablement, Automation & Insights
Partner with Salesforce/CRM teams to build and maintain workflow, routing, and approval automation.
Build and deliver reporting on cycle time, approval rates, exception drivers, and trends to inform leadership decisions.
Provide ongoing enablement and guidance to sellers on submission quality, escalation logic, and deal structuring best practices.

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