Job Summary:
- Instrumental in keeping the promise to new partners that joining Mercer will be better.
- Single point of contact for new partners, guiding them through organizational transition.
- Accountable for the commercial, cultural, and operational success of acquired firms.
What You Will Own:
- Participating in pre-LOI diligence to assess cultural and organizational readiness.
- Leading Business Introduction meetings to understand growth history and team dynamics.
- Project managing issues identified during the LOI-to-close phase.
Value Creation:
- Owning the post-close value creation plan, including repricing and organic growth initiatives.
- Monitoring growth, margin, and productivity metrics monthly.
- Identifying and mitigating advisor and client retention risk proactively.
Performance Monitoring and Intelligence:
- Maintaining the Firm Health Score across five dimensions.
- Providing monthly qualitative inputs and validating quantitative outputs for performance management.
- Contributing to post-mortem reviews to improve future diligence.
Mercer Advisors
Mercer Advisors has been helping families amplify and simplify their financial lives for more than 40 years. They integrate financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. Mercer Advisors serves over 31,300 families across 90+ cities across the U.S.