Director, New Partner Success

🔥 15 hours ago

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Mercer Advisors

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 1985

💳 Fintech

💸 Finance

👥 B2C

Fintech • Finance • B2C

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

• Mercer Advisors closes 15–18 acquisitions per year. • Director, New Partner Success will be instrumental in keeping that promise. • 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. • Owning the business outcomes Mercer needs from every acquisition. • Responsible for knowing everything about their firms, driving measurable results, and intervening before problems become crises. • Carrying a portfolio of 8–10 firms at various stages of integration and accountable for the commercial, cultural, and operational success of every one of them.

🎯 Requirements

• 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.

🏖️ 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