Director, New Partner Success (Pacific Time Zone)

About this role

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:

Mercer Advisors closes 15–18 acquisitions per year. Every firm that joins is making one of the most significant decisions of their professional lives and the promise we make to them during the sales process is that joining Mercer will be better for their clients, their teams and the selling principals. The Director, New Partner Success will be instrumental in keeping that promise.

This role is the single point of contact for new partners: a senior, relationship-driven, commercially minded role for someone who can walk into a room of experienced financial advisors, earn their trust quickly, and guide them through the most complex organizational transition of their careers, while simultaneously owning the business outcomes Mercer needs from every acquisition.

The Director, New Partner Success is a value creation partner, responsible for knowing everything about their firms, driving measurable results, and intervening before problems become crises. They carry a portfolio of 8–10 firms at various stages of integration and are accountable for the commercial, cultural, and operational success of every one of them.

Essential Job Functions for this role include:

What You Will Own

Pre-LOI: Diligence Participation

• Participate in pre-LOI diligence, providing a formal assessment and "vote" on fit: evaluating culture, ease of integration, and organizational readiness alongside Partner Development

• Contribute to the scoring rubric for market and firm readiness

• Flag potential complexities early so they can be factored into deal structure and terms

LOI to Close: Solutioning and Planning

• Introduced to the firm at LOI alongside the VP of New Partner Integration

• Lead the Business Introduction meeting with firm principals: understanding growth history, AUM aspirations, client demographics, team dynamics, key personnel, and local market position

• Build the first draft of the firm-specific success plan before close, including the value creation framework, retention risk map, and first-year priorities

• Project manage issues and complexities identified during the LOI-to-close phase; own resolution of all business-related issues before and after close

• Partner with the VP of NPI on integration solutioning; support assessment of whether Senior Program Manager governance is needed

Post-Close: Business and Cultural Integration

• Serve as the firm's single point of contact from close through full integration

• Orchestrate the introduction of the Integration team, corporate functions, and specialist resources on the firm's terms and timeline

• Monitor integration milestone completion; own resolution of all business-side escalations

• Execute the structured welcome experience: buddy assignments, all-hands meeting, first-month operating rhythm

• Confirm committee participation and Mercer operating routine enrollment for all team members within 90 days

• Identify and activate the firm's Champion (the internal advocate who accelerates cultural adoption from the inside out)

Value Creation: The Long Game

• Own the post-close value creation plan for each assigned firm: repricing, organic growth initiatives, capability adoption, and synergy capture tied to deal terms

• Lead business planning for each firm and advisor: establish baseline metrics, identify share of wallet expansion opportunities, surface retention risk by advisor

• Monitor growth, margin, and productivity metrics monthly; provide qualitative updates to the coverage team and leadership reporting routines

• Identify and mitigate advisor and client retention risk proactively, including succession planning for key personnel and intervention before departure or client loss occurs (leveraging Wealth Enablement and People for support)

• Surface cross-sell opportunities for acquired firm clients (tax, estate planning, insurance, institutional investing) and route to appropriate internal teams

• Activate the RVP (Growth/Channel) as firms mature; coordinate market launch event and growth acceleration plan

• Identify organic growth opportunities and referral acquisition candidates through deep firm relationships

Performance Monitoring and Intelligence

• Maintain the Firm Health Score for each assigned firm across five dimensions: New Clients, Existing Clients, Financial, Engagement, and Integration

• Provide monthly qualitative inputs and validate the quantitative outputs for the Performance Management one-pager

• Trigger escalation protocols when a firm falls below health score thr

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