Senior Director, New Partner Success

Role Overview

• 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 Senior 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 Senior 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.

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