Director, Business Transitions

The role

The Director will grow the Business Transitions practice by working on live M&A transactions. You will act as a subject matter expert to help business owners understand deal mechanics and after-tax outcomes.

What you will do

• Work on live transactions alongside the integrated advisory team
• Interface with clients' bankers, attorneys, and accountants
• Model after tax proceeds in real time as deal terms evolve
• Support internal prospect deal teams
• Engage business owners before, during, and after transactions
• Facilitate a structured handoff to dedicated Mercer advisors
• Build and own a COI referral network
• Develop referral relationships through outreach and personal engagement
• Represent the practice at industry events and panel discussions
• Collaborate with regional advisory teams to identify existing clients

Required qualifications

• 8 to 15 years of experience working directly on M&A transactions
• Experience working with or advising privately held business owners, founders, or executives
• Ability to understand and communicate deal structure, valuation, and transaction mechanics
• Ability to operate as a generalist across deal dynamics, tax implications, and planning strategy
• Series 65 required, or ability to obtain within 90 days of hire
• Bachelor's degree
• Ability to travel within your market and periodically across the country

Nice to have

• CFP
• CFA
• CPA
• JD
• MBA
• Advanced degree

Benefits

• 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
• Kaiser Medical plans available in California
• Health Savings Account (HSA) with company contributions
• Two comprehensive Dental Plans
• Vision Insurance Plan
• Dependent Care Savings Account
• 14 Company Paid Holidays including a full week off at Thanksgiving
• Generous paid time off program for vacation and sick days
• Employee Assistance Plan

Before you apply

• Series 65 required or must be obtained within 90 days of hire
• Initial application deadline is 12/1/2026

About the company

Mercer Advisors has been helping families for more than 40 years by integrating financial planning, investment management, tax, estate, and insurance. It is an independent fiduciary ranked #1 for RIA firms with up to $70 billion in assets by Barron’s for two consecutive years.