Director, Business Transitions

🕒 Outubro 30

🇺🇸 Estados Unidos – Remoto (EUA)

💵 $225.000 - $250.000 / ano

⏰ Tempo Integral

🔴 Especialista

👔 Diretor

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Mercer Advisors

SiteLinkedInTodas as Vagas

501 - 1000 funcionários

Fundada em 1985

🛡️ Seguros

💼 Consultoria

💳 Fintech

Insurance • Consulting • Fintech

A Mercer Advisors é uma empresa de consultoria financeira abrangente que se concentra em simplificar e ampliar a vida financeira dos clientes. Eles oferecem um serviço de estilo family office, proporcionando uma equipe unificada de planejadores financeiros, investidores, contadores e especialistas em patrimônio que elaboram planos financeiros personalizados para as necessidades individuais. Com mais de 40 anos de experiência, a empresa enfatiza um serviço personalizado, focado em fiduciário, sem comprometer a gestão de portfólio em nível institucional, tornando-o acessível para famílias e indivíduos que buscam melhorar seu futuro financeiro.

Descrição

• Work directly on live transactions alongside Mercer's integrated advisory team across tax, estate, and financial planning as the deal-side subject matter expert • Interface with clients' bankers, attorneys, and accountants to pressure test deal structure and translate deal mechanics into actionable planning decisions • Model after-tax proceeds in real time as deal terms evolve across structure, earnouts, rollover equity, and tax treatment • Support internal prospect deal teams where a Mercer client or prospect is approaching a transaction • Engage business owners before, during, and immediately after a transaction so planning strategy is integrated with deal execution • Facilitate a structured handoff to the client's dedicated Mercer advisor at close • Build and own a COI referral network in the market, including lower middle market investment bankers, M&A attorneys, QoE firms, and deal accountants • Develop referral relationships through consistent outreach, direct personal engagement, and long-cycle business development • Represent the Business Transitions practice externally through industry events, speaking opportunities, and panel discussions • Collaborate with Mercer's regional advisory teams to identify existing clients approaching a liquidity event and coordinate internal resources • Support business owner prospects referred through Mercer’s growth channels and advance and close those relationships

🎯 Requisitos

• 8 to 15 years of experience working directly on M&A transactions • Demonstrated ability to understand and communicate deal structure, valuation, and transaction mechanics at a level that earns credibility with the client's deal team • Direct experience working with or advising privately held business owners, founders, or executives, not exclusively institutional or large cap corporate counterparties • Ability to operate as a generalist across deal dynamics, tax implications, and planning strategy without needing to be the deepest technical expert in any single discipline • Strong relationship instincts; ability to build trust quickly, maintain it over long cycles, and give professionals a reason to refer business • Comfort with ambiguity, deal complexity, and situations that do not go according to plan • Series 65 required, or ability to obtain within 90 days of hire • Bachelor's degree • MBA, JD, or advanced degree preferred • Ability to travel within your market and periodically across the country • Availability during standard business hours Monday through Friday from 8AM to 5PM, with occasional early or late hours • Ability to work in a professional office environment or dedicated home office workspace free of interruptions • Participation in E-Verify and compliance with federal employment eligibility verification requirements

🏖️ Benefícios

• 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 • Basic technology needs will be provided to satisfy position requirements

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