Why Work at Mercer Advisors?
For 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 .
The Chief Corporate Development Officer (CCDO) is a senior executive responsible for defining, leading, and executing the firm’s enterprise-wide corporate development strategy, with a primary focus on inorganic growth through mergers, acquisitions, strategic partnerships, and other growth initiatives. This role serves as the strategic architect and operational leader for the full M&A lifecycle—from sourcing and valuation through diligence, execution, and post-transaction integration.
The CCDO is a visionary, results-driven leader with deep expertise in M&A strategy, market intelligence, relationship management, and cross-functional execution. As a member of the executive leadership team, the CCDO works closely with the CEO, executive management, and key functional leaders to ensure that all corporate development activities align with the firm’s long-term strategic objectives, financial goals, and cultural values.
Key Responsibilities
Corporate Development & Growth Strategy
- Design and execute a comprehensive corporate development strategy to accelerate enterprise growth through acquisitions, mergers, joint ventures, and strategic alliances.
- Identify, evaluate, and prioritize inorganic growth opportunities consistent with the organization’s strategic vision and financial objectives.
- Serve as a thought partner to the CEO and executive leadership team on long-range growth planning, capital allocation, and market expansion.
Mergers & Acquisitions Leadership
- Lead the end-to-end M&A process, including target identification, strategic rationale development, valuation, deal structuring, negotiation, and closing.
- Oversee due diligence across financial, operational, regulatory, cultural, and strategic dimensions.
- Partner closely with Legal, Finance, HR, Operations, Technology, Investment Strategy, and Marketing to ensure disciplined and efficient transaction execution.
- Build and maintain a robust M&A pipeline across targeted markets and business segments.
Relationship Origination & Market Presence
- Cultivate senior-level relationships with potential sellers, founders, owners, advisory firms, investment bankers, and industry influencers.
- Represent the firm externally as a senior executive in corporate development discussions, industry events, and strategic forums.
- Maintain deep knowledge of market trends, competitive dynamics, and valuation benchmarks within the industry.
Integration & Value Realization
- Lead post-acquisition integration strategy in partnership with executive and functional leaders to ensure realization of strategic and financial objectives.
- Establish integration governance, performance metrics, and accountability structures.
- Ensure a seamless transition for acquired organizations, preserving client relationships, talent, and culture.
Leadership & Governance
- Build, lead, and mentor a high-performing corporate development team.
- Establish best practices, processes, and controls for corporate development initiatives.
- Provide regular reporting and strategic insights to the CEO, executive leadership team, and Board of Directors.
- Ensure compliance with all regulatory, legal, and fiduciary requirements relevant to corporate transactions.
Required Qualifications & Experience
- Bachelor’s degree in Business Administration, Finance, Economics, or a related discipline required; MBA or other advanced degree strongly preferred.
- Minimum of 12–15 years of progressive experience in corporate development, mergers & acquisitions, investment banking, strategy, or a related field.
- Demonstrated track record of leading complex M&A transactions and driving successful post-merger integration.
- Proven ability to influence and collaborate with executive leadership and cross-functional teams.
- Exceptional strategic thinking, financial acumen, negotiation, and decision-making capabilities.
- Strong executive presence with the ability to build credibility and trust with internal and external stakeholders.
Leadership Competencies
- Strategic Vision: Anticipates future market opportunities and shapes long-term growth initiatives.
- Client & Partner Focus: Builds enduring, value-driven relationships with clients, partners, and acquisition targets.
- Results Orientation: Drives disciplined execution and accountability to deliver measurable business outcomes.
- Organizational Leadership: Inspires, develops, and leads teams while fostering a culture of collaboration and excellence.
- Decision Agility: Balances risk and opportunity in high-stakes, fast-moving environments.
Work Schedule & Conditions
- Full-time executive leadership role with flexibility to travel as required.
- Work performed in a professional office or home office environment.
- Travel, sitting, standing, and light lifting up to 20 lbs may be required.
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
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 .
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