Director, Business Transitions

🔥 21 hours ago

🇺🇸 United States – Remote

💵 $225k - $250k / year

⏰ Full Time

🔴 Lead

👔 Director

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Mercer Advisors

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 1985

🛡️ Insurance

💼 Consulting

💳 Fintech

Insurance • Consulting • Fintech

Mercer Advisors is a comprehensive financial advisory firm that focuses on simplifying and amplifying clients' financial lives. They offer a family office-style service, providing a unified team of financial planners, investors, accountants, and estate specialists who tailor financial plans to individual needs. With over 40 years of experience, the firm emphasizes personalized, fiduciary-focused service without compromising on institutional-grade portfolio management, making it accessible for families and individuals seeking to enhance their financial future.

📋 Description

• 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 approaching transactions and advance client relationships • Engage business owners before, during, and immediately after transactions 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 center-of-influence referral network including investment bankers, M&A attorneys, QoE firms, and deal accountants • Develop referral relationships through outreach, personal engagement, and long-cycle business development • Represent the Business Transitions practice at industry events, speaking opportunities, and panel discussions • Collaborate with regional advisory teams to identify clients approaching liquidity events and coordinate resources • Support business owner prospects from custodial partners, digital advertising, and referral programs; advance and close relationships

🎯 Requirements

• 8 to 15 years of experience working directly on M&A transactions • Demonstrated ability to understand and communicate deal structure, valuation, and transaction mechanics • Direct experience working with or advising privately held business owners, founders, or executives • Ability to operate as a generalist across deal dynamics, tax implications, and planning strategy • Strong relationship instincts and ability to build trust over long cycles • 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, 8AM to 5PM • Ability to work in a professional office environment or dedicated home office workspace • E-Verify and federal employment eligibility verification compliance

🏖️ 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 • Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing • Incentive compensation eligibility

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