Job Description
Job Description
Why Work at Mercer Advisors?
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 Vice President, M&A Partner Development is responsible for managing the entire sales experience for new M&A prospects sourced through multiple channels (community referrals, recruiters and sell-side Investment Bankers. Responsibilities for this role include cultivating strong professional relationships with contacts and investment bankers and excellent deal management from initial contact through closing. Success in this role requires sounds business judgement, industry acumen and excellent relationship management. As a senior executive of the firm, this role acts as an ambassador for Mercer Advisors within the industry.
Essential Job Functions for this role include:
Development and Nurturing Investment Banker, Recruiter, and Community Relationships:
- Ongoing communication and collaboration with contacts to ensure that we receive high quality leads that are consistent with our acquisition priorities
- Attend industry events as a representative of Mercer Advisors to connect with Bankers and potential prospects
- Provide timely responses and proactive outreach on all deal communications
- Quickly identify and screen best fit opportunities that match Mercer Advisors target profile characteristics
Lead Management and Sales Process:
- Manage all aspects of sales process to successfully progress qualified leads through pipeline stages
- Effective communication with M&A prospects regarding Mercer Advisors service model, platform capabilities and value proposition to differentiate from competitors
- Facilitate outstanding Mercer Advisors Office Visit experience for M&A prospects including quarterbacking and clearing reverse due diligence items
- Analyze target financial statements and operational data, CIMs, and other qualitative or strategic considerations to inform valuation models and recommendations to company leadership
- Coordinate with finance, legal, and the deal team leaders on pre-LOI and confirmatory diligence workflows to ensure a smooth and efficient path-to-close
- Support pre-closing activities including client consent process, new team-member communications and handoff to Partner Integration team members
Knowledge, Skills, and Abilities:
- Bachelor's Degree in Business Administration or other applicable business disciplines required
- Advanced degree in industry (e.g., MBA) preferred
- 10+ years relevant consultative sales experience in partnership with Investment Bankers.
- Client-focused problem solving
- Proven experience managing a complex decision-making process
- Outstanding presentation and negotiation skills
- An ability to think dynamically, listen, persuade, and develop mutually beneficial solutions
- Excellent interpersonal skills and ability to relate to individuals of all levels
- Highly organized and detail oriented
- Team-oriented individual who collaborate well with others
Work Schedule:
This professional role requires availability Monday through Friday, 8:00 AM – 5:00 PM with flexibility to work different hours to meet internal and external client needs. This role also requires flexibility to travel between 20% and 50% Travel.
Working Conditions:
Professional office environment, daytime hours, working inside, traveling, standing, and sitting, will be assigned to a workstation.
Benefits:
Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:
- Company Paid Basic Life & AD&D Insurance
- Company Paid Short-Term and Long-Term Disability Insurance
- Supplemental Life & AD Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
- Three medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
- Health Savings Account (HSA) with company contributions on a per pay period basis 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 with 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 (6 weeks)
- Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 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
- Pet Insurance
We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.
Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws. Mercer Advisors provides equal employment opportunity in all aspects of employment and employee relations, including recruitment, hiring, training and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and all other terms, conditions, and privileges of employment in accordance with applicable federal, state, and local laws.
If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here.