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:
Mercer Advisors is a leading wealth management platform on a mission to create the context where leading fiduciary professionals can do the best work of their careers. Our M&A and organic growth strategies have fueled 30%+ annual growth, and we’re committed to building the industry standard of integrated wealth management.
We partner with high-performing advisory firms to expand our geographic footprint, deepen our capabilities, and create long-term value for clients, partners, and employees. M&A is a core engine of our growth and value creation. Executing this strategy successfully requires intentional integration of the partner firm’s entire team. Compensation is a critical lever in that integration, directly influencing engagement, retention, and long-term alignment with the firm’s objectives.
The Sr. Manager, New Partner Compensation Programs is accountable for end-to-end compensation strategy, execution, and governance for acquired partner firms. This role sits at the intersection of Partner Development, People, Finance, and Legal, ensuring that compensation decisions made during transactions are intentional, well-understood, and executable over time.
Essential Job Functions for this role include:
Deal-Stage Compensation Diagnosis and Strategy
- Assess and diagnose current seller compensation plans.
- Partner with Partner Development, Finance, People, and Legal during diligence and deal structuring to design aligned compensation approaches.
- Model compensation scenarios and clearly articulate tradeoffs and considerations.
- Ensure compensation commitments made during negotiations are deliberate, documented, and operationally feasible post-close.
M&A Compensation Frameworks and Playbooks
- Own and maintain clear, scalable compensation frameworks for M&A, including standard models, transition approaches, and exception criteria.
- Define governance for bespoke arrangements, including tracking, sunset provisions, and conversion to standard plans.
- Create repeatable playbooks, tools, and documentation used by deal teams, People Partners, Rewards, and Finance.
- Develop clear education materials for incoming partners explaining Mercer’s compensation philosophy, programs, and what to expect over time.
Post-Close Compensation Integration and Execution
- Translate specific compensation commitments into Mercer’s compensation cycle.
- Manage phased transitions, including multi-year or multi-cycle transitions.
- Ensure accuracy and alignment across Compensation, Legal and Finance
- Act as the escalation owner for M&A compensation issues post-close.
Ongoing Governance and Industry Expertise
- Maintain a centralized, living repository of all M&A compensation commitments.
- Serve as the single source of truth for historical M&A compensation decisions.
- Build and maintain deep industry expertise in wealth management compensation practices, including advisor, partner, and leadership pay models.
Relationship Building
- Interact directly with sellers, acting as a credible, trusted partner.
- Represent Mercer’s culture of collaboration, professionalism, and long-term partnership in all seller interactions.
- Partner seamlessly internally, presenting a unified and collaborative front to sellers.
Knowledge, Skills, and Abilities:
- Strong business acumen paired with compensation expertise.
- Strong financial modeling and analytical skills.
- Comfort operating in ambiguity and making tradeoffs.
- High emotional intelligence and strong executive presence. Able to build trust and credibility with senior stakeholders in high-stakes situations.
- Ability to explain complex topics clearly and simply.
- Experience in M&A or Corporate Development environments.
- Financial Services or Wealth Management experience preferred.
Work Schedule:
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.
Working Conditions:
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 5/15/2026. 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.
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 Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
- Kaiser Medical plans available in California
- Health Savings Account (HSA) with company contributions 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 including 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 (8 weeks)
- Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 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 as well as an after-tax option
- Pet Insurance
- Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing
We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.
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 [email protected]. 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
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.
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