Senior Director, M&A Partner Development

Mercer Advisors

. Manage the entire deal process for qualified M&A opportunities from first contact through closing .

Posted 11/11/2026full-timeRemote • United StatesSenior💰 $170,000 - $200,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing M&A processes, including deal timelines, due diligence, and stakeholder collaboration. Proficient in financial analysis and valuation, with strong communication and negotiation skills to foster relationships and drive successful acquisitions.

Highest-signal resume keywords

M&A Deal ManagementFinancial AnalysisStakeholder CollaborationCommunication SkillsNegotiation Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Valuation ModelsFinancial StatementsDiligence MaterialsDeal Timelines ManagementComplex Decision-Making

Soft Skills

Client-Focused Problem SolvingInterpersonal SkillsOrganizational SkillsTeam-Oriented Collaboration

Certifications & Qualifications

MBACFACPACFP

Industry Keywords

Wealth ManagementInvestment BankingCorporate DevelopmentAcquisition LeadsDue Diligence

About the role

Key responsibilities & impact

Manage the entire deal process for qualified M&A opportunities from first contact through closing
Cultivate and maintain professional relationships with sell-side investment bankers
Maintain deal timelines, milestones, owners, diligence items, and risks
Coordinate with finance, legal, and deal team leaders on pre-LOI and confirmatory diligence
Facilitate Mercer Advisors office visits for M&A prospects and clear reverse due diligence items
Support pre-closing activities, including client consent, new team-member communications, and handoff to Partner Integration
Provide pipeline and deal-status updates to deal teams and company leadership
Collaborate with investment bankers, recruiters, and community contacts to secure high-quality acquisition leads
Communicate Mercer Advisors’ service model, platform capabilities, and value proposition to prospects
Attend industry events as a Mercer Advisors representative
Build relationships with Mercer Advisors stakeholders and collaborate with Division Heads and Market Leaders on strategic acquisitions
Contribute to Mercer Advisors’ culture, values, and One-Team orientation

Requirements

What you’ll need

Bachelor’s Degree in Business Administration or another applicable business discipline required
Advanced degree or professional designation such as MBA, CFA, CPA, or CFP preferred
5–7 years of relevant experience in wealth management, M&A, investment banking, or corporate development
Ability to manage multiple concurrent deals, timelines, and cross-functional stakeholders
Working proficiency reading and applying valuation models, financial statements, and diligence materials
Experience managing a complex decision-making process
Client-focused problem solving
Strong communication and negotiation skills
Excellent interpersonal skills and ability to relate to individuals of all levels
Highly organized and detail oriented
Team-oriented collaboration skills
Availability Monday through Friday, 8:00 AM–5:00 PM, with flexibility for different hours
Flexibility to travel between 20% and 50%

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)
Adoption Assistance Reimbursement Program
Company Paid Concierge Services
401(k) Retirement Plan with Traditional and Roth plans, per-pay-period match, and after-tax option
Pet Insurance
Personalized financial planning and guidance from Mercer Advisors professionals at preferred employee pricing
Incentive compensation eligibility