What are the responsibilities and job description for the Partner Development Specialist position at Mercer Global Advisors Inc.?
Why Work at Mercer Advisors?
For nearly 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:
The Partner Development Specialist will be responsible for assisting the Partner Development Team at Mercer Advisors. This team is focused on driving inorganic growth for the company through mergers and acquisitions of other wealth management firms. This role will work closely with internal partners and external clients to support the entire M&A Deal Life Cycle Process from lead cultivation through close of sale. The Partner Development Specialist will also provide administrative support to the Partner Development VPs through day-to-day operations.
Essential Job Functions for this role include:
- Support the Partner Development Team with merger and acquisition activities
- Proactively manage meeting schedules to support the deal process, communicating with both internal and external stakeholders
- Create, draft, edit and proof materials for meetings and assist with creation of presentations with the Partner Development Team.
- Support process for Partner Development team outreach to prospects
- Take accurate notes during meetings attended to reflect items discussed, reactions, and follow up items
- Research, collect and analyze information; including due diligence help from Lead Cultivation to Close of Sale
- Provide support with sales and deal activity reporting
- Build and maintain positive relationships with internal and external clients
- Other duties as needed
Knowledge, Skills, and Abilities:
- Bachelor’s degree required, preferably in finance, accounting or business
- Proficiency with MS Office programs including Word, Outlook and other technologies like Zoom, Teams, and Box.
- Advanced knowledge and skills working with Excel and PowerPoint including ability to analyze data and create professional PowerPoints
- Experience working in a CRM system
- Experience exercising discretion and confidentiality
- Ability to excel in a fast-paced, deadline-driven and collaborative environment
- Ability to plan, prioritize and organize workload
- Ability to adapt procedures, processes and techniques to complete projects and tasks
- Ability to work independently and remain flexible as priorities change
- Highly organized, detail oriented
- Strong interpersonal and verbal/written communication skills
- Preferred: Project Management and Mergers and Acquisitions Experience
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’ needs. Occasional travel may be required.
Working Conditions:
This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether the 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.
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 medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
- Health Savings Account (HSA) with company contributions on a per pay period basis 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 with 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 (6 weeks)
- Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 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
- Pet Insurance
We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.
Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws. Mercer Advisors provides equal employment opportunity in all aspects of employment and employee relations, including recruitment, hiring, training and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and all other terms, conditions, and privileges of employment in accordance with applicable federal, state, and local laws.
