Director, Business Transitions

🕒 vor 11 Tagen

🇺🇸 Vereinigte Staaten – Remote

💵 $225.000 - $250.000 / Jahr

⏰ Vollzeit

🔴 Experte

👔 Direktor

👻 Geisterscore 0%

Was es bedeutet: die Wahrscheinlichkeit, dass für diese Stelle niemand wirklich einstellt.So liest du es: 60 % oder höher heißt, wir halten das für einen Geisterjob. Niedrigere Werte sind weniger bedenklich.Warum dieser Wert:

• Seit 11 Tagen offen.
• Stellen bei diesem Unternehmen werden meist in 41 Tagen besetzt.

Jetzt Bewerben

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Mercer Advisors

WebsiteLinkedInAlle Stellen

501 - 1000 Mitarbeiter

Gegründet 1985

🛡️ Versicherung

💼 Beratung

💳 Fintech

Insurance • Consulting • Fintech

Mercer Advisors ist ein umfassendes Finanzberatungsunternehmen, das sich darauf konzentriert, das Finanzleben der Kunden zu vereinfachen und zu verbessern. Sie bieten einen Service im Stil eines Family Office und stellen ein einheitliches Team aus Finanzplanern, Anlegern, Buchhaltern und Nachlassspezialisten zur Verfügung, die Finanzpläne an individuelle Bedürfnisse anpassen. Mit über 40 Jahren Erfahrung legt das Unternehmen Wert auf personalisierten, treuhänderisch fokussierten Service, ohne Kompromisse bei der institutionellen Portfoliomanagement-Qualität einzugehen, und macht diese für Familien und Einzelpersonen zugänglich, die ihre finanzielle Zukunft verbessern möchten.

Beschreibung

• 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

🎯 Anforderungen

• 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

🏖️ Vorteile

• 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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