Why Work at Mercer Advisors?
For 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.
Job Summary:
The Director, Strategic Partnerships will serve as the lead liaison between Mercer Advisors and key outside business partners, working closely with cross-functional teams internally to identify new opportunities, negotiate mutually beneficial agreements, develop processes for lead generation & intake, and successfully launch new initiatives within our sales infrastructure.
The Director of Strategic Partnerships must possess a unique skill set to succeed in this highly dynamic role. With a focus on relationship building, communication, and negotiation, the Director of Strategic Partnerships will play a vital role in driving revenue and expanding the firm’s reach.
Reporting to the Executive Managing Director of Client Development, the new Director, Strategic Partnerships will:
- Own and manage the strategy and processes associated with building and maintaining a network focused on driving growth of our high net worth opportunities and centers of influence
- Lead a cross-functional effort across product, engineering, client development, operations, marketing, legal, compliance and finance to drive partnership success
- Identify and negotiate partnership expansion efforts, including the launch of new strategies, unlocking new markets, developing new go-to-market pathways, and improving collaboration
- Set the long-term vision, strategy, and goals for each partnership, while ensuring seamless day to day operations and support
- Support new business development efforts and the evolution of our partnerships strategy
- Stay on top of the evolving industry landscape to identify new partnership opportunities
Qualified candidates will have the following skills & attributes:
- Strategic thinking and planning: ability to identify potential partnerships, evaluate their value, and develop a plan to establish and grow the partnership.
- Relationship building: strong interpersonal skills, ability to build and maintain strong relationships with partners and internal teams.
- Communication: excellent verbal and written communication skills, ability to clearly articulate the company’s value proposition and negotiate terms with partners.
- Negotiation: strong negotiation skills, ability to effectively negotiate mutually beneficial agreements with partners.
- Networking: extensive network in relevant industries, ability to make connections and build relationships with potential partners.
- Market and industry knowledge: comprehensive understanding of the market and industry trends, ability to identify new partnership opportunities.
- Project management: ability to manage multiple partnerships and projects concurrently, ensuring successful execution and delivery.
- Financial acumen: understanding of financial metrics, ability to evaluate the financial impact of partnerships and make data-driven decisions.
- Leadership: ability to lead cross-functional teams and effectively manage stakeholders within the company and with partners.
Travel: Some travel is required.
Working Conditions: Professional office environment. Working inside. Standing and sitting. Will be assigned to a work station.
Benefits:
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:
- Company Paid Basic Life & AD&D Insurance
- Company Paid Short-Term and Long-Term Disability Insurance
- Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
- Three medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
- Health Savings Account (HSA) with company contributions on a per pay period basis if enrolled in either HDHP medical plan.
- Two comprehensive Dental Plans
- Vision Insurance Plan
- Dependent Care Savings Account for child and dependent care.
- 14 Company Paid Holidays with a full week off at Thanksgiving.
- Generous paid time off program for vacation and sick days
- Employee Assistance Plan
- Family Medical Leave
- Paid Parental Leave (6 weeks)
- Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 weeks) to provide time for recovery, baby bonding, and enjoying your family time.
- Adoption Assistance Reimbursement Program
- Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.
- 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match
- Pet Insurance
We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.
Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws. Mercer Advisors provides equal employment opportunity in all aspects of employment and employee relations, including recruitment, hiring, training and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and all other terms, conditions, and privileges of employment in accordance with applicable federal, state, and local laws.
If you need an accommodation seeking employment with Mercer Advisors, please email [email protected]. This email is for accommodation requests only. Accommodations are made on a case-by-case basis.
Applicants have rights under federal employment laws:
- Family and Medical Leave Act (FMLA)
- Employee Polygraph Protection Act (EPPA)
- Equal Employment Opportunity (EEO)
U.S. Federal law requires all employers to verify the identity and employment eligibility of all persons hired to work in the United States. Mercer Advisors participate in E-Verify to confirm work authorization.
- E-Verify
- Right to Work
If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here.
CCPA Notice at Collection
What We Do
Established in 1985, Mercer Advisors is a total wealth management firm dedicated to providing clients with financial clarity, investment insight, and long-term collaborative partnerships. Our comprehensive suite of services includes financial planning, investment management, asset protection and risk management, estate, tax, and legacy planning, retirement plan design and administration, and family wealth office services. These services are delivered holistically, rooted in the latest academic and industry findings, customized to the specific needs of each client, and delivered with a fiduciary standard of care.
Our mission is to help people lead fulfilling lives by providing objective, timely advice within the context of their unique dreams and desires.
