Senior Manager, Deal Desk
Quick Summary
This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. At times,
What We Offer
~2 min readFor 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.*
Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible.
Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country.
* 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.
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 5/7/2026. 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.
What We Offer
~2 min readMercer 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.
CCPA Notice at Collection
Listing Details
- First seen
- March 27, 2026
- Last seen
- April 24, 2026
Posting Health
- Days active
- 28
- Repost count
- 0
- Trust Level
- 51%
- Scored at
- April 25, 2026
Signal breakdown
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