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Senior Director, New Partner Success

3 hours, 13 minutes ago
United States
Full-time
Lead
Partnerships Manager
Sales and Business Development
Apply Now
Mercer Advisors

Mercer Advisors

Mercer Advisors provides comprehensive wealth management services, including financial planning, investment management, and family office solutions, aimed at simplifying and enhancing the financial lives of its clients through a holistic and customized...

Capital Markets
251-1K
Founded 1985
View All Jobs 25

Description

  • Serve as the single point of contact for new partner firms from pre-close through full integration.
  • Participate in pre-LOI diligence by assessing culture, integration readiness, and fit alongside Partner Development.
  • Contribute to readiness scoring and flag deal complexities early for incorporation into structure and terms.
  • Lead business introduction meetings with firm principals to understand the firm’s history, goals, clients, team dynamics, and market position.
  • Build the initial firm-specific success plan before close, including value creation priorities, retention risk mapping, and year-one objectives.
  • Project manage business-related issues during the LOI-to-close and post-close phases and drive issue resolution.
  • Orchestrate the introduction of integration teams, corporate functions, and specialist resources on the firm’s timeline.
  • Monitor integration milestones, execute the structured welcome experience, and confirm committee participation and operating routine enrollment within 90 days.
  • Own post-close value creation plans, including repricing, organic growth initiatives, capability adoption, and synergy capture.
  • Track firm health, growth, margin, productivity, retention risk, and cross-sell opportunities, and escalate issues when performance falls below thresholds.

Requirements

  • 10+ years of experience in wealth management, financial services, management consulting, or a senior relationship management role.
  • 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, with potential to grow into a team leadership role as the function scales.
  • Exceptional relationship-building ability with experienced, often skeptical financial professionals.
  • Commercial mindset with understanding of AUM dynamics, revenue drivers, and organic growth levers.
  • Strong communication, strategic thinking, emotional intelligence, and operational discipline.
  • Ability to manage ambiguity, complexity, and emotionally charged situations.
  • Availability during standard business hours Monday through Friday, 8 AM to 5 PM, with occasional early or late hours as needed.
  • Ability to work in a professional office or dedicated home office workspace with basic technology provided.
  • Base pay range of $170,000 to $200,000 USD.
  • Eligibility to earn incentive compensation through Mercer Advisors’ incentive compensation programs.

Benefits

  • Competitive base salary of $170,000 to $200,000 USD.
  • Eligibility for incentive compensation.
  • Company-paid basic life and AD&D insurance.
  • Company-paid short-term and long-term disability insurance.
  • Medical, dental, and vision coverage, including HSA options and Kaiser plans in California.
  • Generous paid time off, including 14 company-paid holidays and a full week off at Thanksgiving.
  • Paid parental leave of 8 weeks, plus maternity benefits that combine company-paid STD and parental leave.
  • 401(k) retirement plan with traditional and Roth options, employer match, and an after-tax option.
  • Employee assistance program, adoption assistance reimbursement, concierge services, pet insurance, and preferred-price personalized financial planning support.

Interested in this position?

Apply directly on the company website

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