Mercer Advisors

Director, New Partner Success (Pacific Time Zone)

Remote, USA · Director

Sponsorship not specified$15k-$18kDetected 2 days ago

M&APerformance ManagementHRISLeadershipCommunicationPublic Speaking

About the role

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.
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.

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.
What You Will Own
Monitor integration milestone completion; own resolution of all business-side escalations
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)
Provide monthly qualitative inputs and validate the quantitative outputs for the Performance Management one-pager
Contribute to post-mortem reviews on closed integrations; surface patterns that improve future diligence and deal design
Feed structured intelligence to colleagues in New Partner Success, Managing Partners / Executive Managing Partners and Partner Development through defined reporting routines

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.

Demonstrated experience driving commercial outcomes in a client-facing role
Experience navigating organizational change, firm transitions, or post-merger integration is a significant advantage
People leadership experience or readiness; this role may evolve into a team leadership position as the function scales

Trigger escalation protocols when a firm falls below health score threshold; drive increased engagement and executive involvement as needed
Monitor growth, margin, and productivity metrics monthly; provide qualitative updates to the coverage team and leadership reporting routines

This listing is sourced directly from Mercer Advisors's careers page and normalized into a canonical job model.