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. We deliver the kind of comprehensive care once reserved for only the wealthiest households.

Today, we serve over 42,800+ families across 110+ 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.

Job Summary

Business Transitions is Mercer Advisors' dedicated practice serving business owners, founders, and executives navigating M&A transactions and major liquidity events. We are the integrated, unconflicted planning layer that sits alongside the client's deal team. We pressure test valuation and deal process, model after tax proceeds in real time as terms shift and make sure the planning that protects the outcome happens before leverage disappears at LOI.

We are seeking a Director to grow this practice across our target markets. If you have spent your career in deal rooms and want to do work that follows the client through the most consequential financial moment of their life, this is the role.

How This Role Fits

This role lives in the space between banking, law, and financial advice, and that is what makes it valuable. You work alongside the client's deal team, not in place of it.

Bankers negotiate terms and run the sale process. You help the owner understand what each term means for their after-tax outcome.
Attorneys draft agreements and provide legal counsel. You translate deal mechanics into planning decisions the owner can act on.
Your Mercer advisor colleague manages the ongoing relationship after close. You lead a structured handoff so the transition feels seamless.

If you want to sit at the center of all three and serve the owner through the moment that matters most, we would love to hear from you.

Essential Job Functions

Deal Execution

Work directly on live transactions alongside Mercer's integrated advisory team across tax, estate, and financial planning as the deal side subject matter expert.
Interface with clients' bankers, attorneys, and accountants to pressure test deal structure and translate deal mechanics into actionable planning decisions.
Model after tax proceeds in real time as deal terms evolve across structure, earnouts, rollover equity, and tax treatment.
Support internal prospect deal teams where a Mercer client or prospect is approaching a transaction and needs a credible deal voice to anchor the conversation and advance the relationship.
Engage business owners before, during, and immediately after a transaction so planning strategy is integrated with deal execution from the earliest possible point.
Facilitate a structured handoff to the client's dedicated Mercer advisor at close, ensuring a seamless transition from deal phase engagement to long term wealth management.

Market Development

Build and own a COI (center of influence) referral network in your market, including lower middle market investment bankers, M&A attorneys, QoE firms, and deal accountants.