Director, Business Transitions

Mercer Advisors

. Work directly on live transactions alongside Mercer's integrated advisory team across tax, estate, and financial planning as the deal-side subject matter expert .

Posted 10/30/2026full-timeRemote • United StatesLead💰 $225,000 - $250,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in M&A transactions, including deal structure, valuation, and tax implications, while effectively building relationships with business owners and advisors. Capable of integrating planning strategies with deal execution and navigating complex transaction dynamics.

Highest-signal resume keywords

M&A Transaction ExperienceDeal Structure UnderstandingRelationship BuildingSeries 65 CertificationBusiness Development

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Deal MechanicsTax PlanningValuation AnalysisTransaction StructuringFinancial Planning

Soft Skills

Strong Relationship InstinctsComfort with AmbiguityTrust Building

Certifications & Qualifications

Series 65

Industry Keywords

M&ABusiness TransitionsLiquidity EventsInvestment BankingEstate Planning

About the role

Key responsibilities & impact

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

What you’ll need

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

Comp & perks

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