Why Work at Mercer Advisors?
For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.
Today, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*
Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.
Join us and help families amplify and simplify their financial lives with confidence.
* 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: |
| 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 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 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. |
| Essential Job Functions for this role include: |
| What You Will Own Pre-LOI: Diligence Participation - 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
LOI to Close: Solutioning and Planning - Introduced to the firm at LOI alongside the VP of New Partner Integration
- 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
Post-Close: Business and Cultural Integration - 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)
Value Creation: The Long Game - 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
Performance Monitoring and Intelligence - 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
Voice of the Firm (in partnership with Wealth Enablement) - 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
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| Knowledge, Skills, and Abilities: |
- 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
What This Role Is Not For - Someone who wants to manage tasks and check boxes
- Someone who needs explicit direction to know what a firm needs
- Someone who is uncomfortable with ambiguity, complexity, or emotionally charged situations
- Someone who sees relationship management as separate from commercial accountability
Structure and Scope - Reports to VP of New Partner Success
- Portfolio of 8–10 firms at various stages of integration
- Overtime, may be organized by geography: Eastern, Western, or Central division
- Works in close daily coordination with the VP of NPI, Tax Integration Lead, Sr. Director of New Partner Experience, Marketing, Wealth Enablement, HR, and market leadership
- Participates in pre-LOI diligence, LOI introduction meetings, and Business Introduction meetings for all assigned firms
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Location: This position can be fully remote but have preference for candidates on the West Coast.
| Work Schedule: |
| This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs. All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period. |
| Working Conditions: |
| This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs. |
Application Deadline: The initial deadline for applications is 8/30/2026. Applications submitted after this date may still be considered on a rolling basis until the position/program is filled. We encourage all interested candidates to apply as early as possible. If a final decision has not been made by the initial deadline, subsequent applications will be reviewed as they are received.
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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&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
We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.
Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.
If you need an accommodation during the application or hiring process, please email [email protected]. This inbox is for accommodation requests only.
For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights.
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