Senior Manager, Deal Desk
Quick Summary
Why Work at Mercer Advisors? For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team.
What We Offer
~3 min readFor more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.
Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*
Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.
Join us and help families amplify and simplify their financial lives with confidence.
* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology here.
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Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following: |
The Senior Manager, Deal Desk is responsible for establishing and managing Mercer’s deal governance framework, including intake, triage, analysis, routing, and approval of non‑standard commercial requests. The role reduces senior‑leader approval burden, improves cycle time, and ensures consistent, policy‑aligned decision‑making across pricing, PMRs, and deal exceptions.
- Establish and manage a single front door for PMRs and deal exceptions, ensuring complete and accurate submissions.
- Maintain clear escalation pathways aligned to policy, margin thresholds, and approval authority.
- Ensure full documentation and auditable records of deal decisions within Salesforce (no shadow processes).
- Review, structure, and recommend deal outcomes based on policy, economics, and risk considerations.
- Facilitate cross‑functional deal reviews for complex, non‑standard, or high‑stakes opportunities.
- Manage escalations efficiently while balancing speed, rigor, and commercial impact.
- Partner with Salesforce/CRM teams to build and maintain workflow, routing, and approval automation.
- Build and deliver reporting on cycle time, approval rates, exception drivers, and trends to inform leadership decisions.
- Provide ongoing enablement and guidance to sellers on submission quality, escalation logic, and deal structuring best practices.
- Experience in deal desk, pricing, revenue operations, or sales operations.
- Strong analytical and financial reasoning skills, including margin and discount evaluation.
- Comfort managing a high‑volume queue with strong follow‑through and detail orientation.
- Excellent interpersonal skills with the ability to partner with assertive sellers under time pressure.
- Strong operational judgment and documentation discipline.
- Familiarity with Salesforce workflow, approvals, and data requirements.
This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs.
All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period.
This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs.
Application Deadline: The initial deadline for applications is 5/21/2026. 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.
Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors’ incentive compensation programs.
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.
If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here.
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Location & Eligibility
Listing Details
- First seen
- March 27, 2026
- Last seen
- June 1, 2026
Posting Health
- Days active
- 65
- Repost count
- 0
- Trust Level
- 51%
- Scored at
- June 1, 2026
Signal breakdown
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