Senior Director, M&A Partner Development

The Sr. Director, M&A Partner Development is responsible for managing the entire sales experience for new M&A prospects sourced through our relationships with sell-side Investment Bankers. Responsibilities for this role include cultivating strong professional relationships with investment bankers and excellent deal management from initial contact through closing. Success in this role requires sounds business judgement, industry acumen and excellent relationship management. 

• Manage all aspects of the deal process to progress qualified opportunities from first contact through closing
• Maintain timelines, milestones, and owners for each active deal; track and escalate open diligence items and risks
• Coordinate with finance, legal, and the deal team leaders on pre-LOI and confirmatory diligence workflows to ensure a smooth and efficient path-to-close
• Facilitate outstanding Mercer Advisors Office Visit experience for M&A prospects including quarterbacking and clearing reverse due diligence items
• Support pre-closing activities including client consent process, new team-member communications and handoff to Partner Integration team members
• Provide regular pipeline and deal status updates to the deal team and company leadership

• Maintain ongoing communication and collaboration with investment bankers, recruiters, and community contacts to ensure that we receive high quality leads that are consistent with our acquisition priorities
• Provide timely responses and proactive outreach on all deal communications
• Communicate Mercer Advisors service model, platform capabilities, and value proposition to M&A prospects
• Attend industry events as a representative of Mercer Advisors to connect with bankers and potential prospects

• Build strong relationships with key Mercer Advisors stakeholders to facilitate partnership and information sharing
• Collaborate with Mercer Advisors Division Heads and Market Leaders to support acquisitions in strategic target markets
• Contribute to Mercer company culture, values, and One-Team orientation

• Bachelor’s Degree in Business Administration or other applicable business disciplines required
  • Advanced degree or professional designation (e.g., MBA, CFA, CPA, CFP) preferred
• 5–7 years of relevant experience in wealth management, M&A, investment banking, or corporate development
• Proven ability to manage multiple concurrent deals, timelines, and cross-functional stakeholders
• Working proficiency reading and applying valuation models, financial statements, and diligence materials
• Proven 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 individual who collaborates well with others

This professional role requires availability Monday through Friday, 8:00 AM – 5:00 PM with flexibility to work different hours to meet internal and external client needs. This role also requires flexibility to travel between 20% and 50%.

Professional office environment, daytime hours, working inside, traveling, standing, and sitting, will be assigned to a workstation, no heavy lifting over 20 lbs.

Application Deadline: The initial deadline for applications is 11/26/2026. Applications submitted after this date may still be considered on a rolling basis until the position/program is filled. We encourage all interested candidates to apply as early as possible. If a final decision has not been made by the initial deadline, subsequent applications will be reviewed as they are received.

Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.

If you need an accommodation during the application or hiring process, please email PeopleTeam@merceradvisors.com. This inbox is for accommodation requests only.

For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights.

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