Senior Director, M&A Partnerships (Remote)

Mercer Advisors; United States; Remote; USD 170,000 - 200,000; Full time

Benefits offered by this job

Company Paid Life Insurance

Short-Term & Long-Term Disability

Health insurance plans

Health Savings Account with company 7%

Paid holidays

401(k) with match

Parental leave

Job summary

Mercer Advisors is seeking a Senior Director, M&A Partner Development to lead the end-to-end sales experience for new M&A prospects sourced through investment bankers. You will cultivate relationships, manage deals, and drive from initial contact to close with sound business judgment and industry acumen.

The role requires strong communication, negotiation skills, and the ability to coordinate cross-functionally.

Qualifications

• Bachelor’s Degree in Business Administration or related field.
• 5–7 years of experience in wealth management, M&A, investment banking, or corporate development.
• Ability to manage multiple deals, timelines, and cross-functional stakeholders.
• Ability to read and apply valuation models, financial statements, and diligence materials.
• Proven ability to manage a complex decision-making process.
• Client-facing problem solving and strong communication skills.
• Highly organized, detail oriented and a team player.

Responsibilities

• Manage all aspects of the deal process from first contact through closing.
• Maintain timelines, milestones, and owners for active deals; track diligence items and risks.
• Coordinate with finance, legal, and deal leaders on due diligence workflows.
• Facilitate Mercer Advisors Office Visit experience for M&A prospects.
• Support pre-closing activities including client consent and handoffs to Partner Integration.
• Provide regular pipeline and deal status updates to leadership.

Skills

Deal management

Relationship management

Negotiation

Communication

Organizational skills

Team collaboration

Client-focused problem solving

Education

Bachelor's Degree in Business Administration or related field

Advanced degree (MBA, CFA, CPA, CFP) preferred

Job description

Mercer Advisors is seeking a Senior Director, M&A Partner Development to lead the end-to-end sales experience for new M&A prospects sourced through investment bankers. You will cultivate relationships, manage deals, and drive from initial contact to close with sound business judgment and industry acumen.

The role requires strong communication, negotiation skills, and the ability to coordinate cross-functionally.