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:
You will play a pivotal role in driving the growth of our organization through strategic mergers and acquisitions, otherwise known as our Partner Development efforts. The business continues to reach new heights and must continue growing and professionalizing its Partner Development Finance function to maximize performance. We are seeking a strategic business partner who can help us execute both value-accretive, small tuck-in opportunities as well as larger / transformative acquisitions. This is an exciting opportunity for the right individual who is a seasoned finance and/or M&A professional looking to make an impact on a rapidly growing organization and help advance it to the next level.
The ideal candidate will both lead and support critical aspects of the Partner Development process including target valuations, synergies underwriting, financial due diligence, and internal performance reporting. This role reports to the Director of Finance, M&A Partner Development and requires close partnership with the Company’s CFO and M&A Principals. This role requires strong analytical and critical thinking skills, attention to detail, and the ability to foster collaboration throughout various parts of the organization. A background in corporate finance or accounting is essential, with experience in mergers and acquisitions highly preferred.
Essential Job Functions for this role include:
- Analyze target financial statements and operational data, CIMs, and other qualitative or strategic considerations to build valuation models and inform recommendations to company leadership and the Board on optimal deal structures for acquisition targets
- Participate in management meetings and financial due diligence calls with prospective sellers and investment bankers to better understand the various risks and opportunities that accompany specific deals
- Work together with our third-party advisors and consultants in completing quality of earnings reports to evaluate reported and adjusted seller financials, and identify potential revenue or cost synergies that impact deal economics
- Coordinate with finance, legal, and the deal team leaders on pre-LOI and confirmatory diligence workflows to ensure a smooth and efficient path-to-close
- Help direct certain post-merger integration processes to track acquisition performance as well as the realization of identified revenue and cost synergies
- Maintain internal reporting packages utilized by company leadership and the Board of Directors to evaluate past performance and inform future strategic decisions
- Improve the quality of data and facilitate enhanced data-driven decision-making within the Partner Development function through analyses of past transactions and targets, current pipeline and operational data, and by utilizing market information and feedback obtained from external sources
- Conduct market research and evaluate industry trends to drive innovation around the Company’s Partner Development strategies and operating model to improve overall effectiveness and maintain strategic advantages
Knowledge, Skills, and Abilities:
- Bachelor’s degree required; MBA or other advanced degree encouraged
- At least 5 years of professional experience, including experience in corporate development, investment banking, private equity, or other corporate finance roles with (with direct exposure to mergers and acquisitions, preferred)
- Candidates with experience in the financial services industry and familiarity with the independent RIA landscape (or other highly acquisitive businesses) an added plus
- Strong knowledge of financial accounting and company valuation principles including important drivers of relative and intrinsic valuation methodologies
- Analytical mindset and extreme attention to detail, with the ability to conduct comprehensive due diligence and financial analysis
- Collaborative individuals who approach others in a tactful manner, react well under pressure, and treats others with respect regardless of their status or position
- A can-do attitude with the ability to thrive in a fast-paced, dynamic environment, manage multiple priorities effectively, and follow through on organizational commitments
- Demonstrated technical competencies in Microsoft Office suite of products (must be an Excel expert)
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 clients across multiple time zones.
Travel not typically required.
Working Conditions:
Professional office environment, daytime hours, working inside, standing, and sitting, will be assigned to a workstation, no heavy lifting over 10 lbs.
Application Deadline: The initial deadline for applications is 11/19/2026. 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
Mercer Advisors Newport Beach, California, USA Office
Newport Beach, United States, 92660
Mercer Advisors Santa Barbara, California, USA Office
Santa Barbara, United States, 93108
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