Mercer Advisors · 4 days ago
Director of Strategic Partnerships
Mercer Advisors is an independent national fiduciary firm that helps families manage their financial lives. The Director of Strategic Partnerships will serve as the lead liaison with key business partners, focusing on relationship building, negotiation, and driving revenue growth through strategic initiatives.
AdviceAsset ManagementBusiness DevelopmentFinancial ServicesInsuranceWealth Management
Responsibilities
Own and manage the strategy and processes associated with building and maintaining a network focused on driving growth of our high net worth opportunities and centers of influence
Lead a cross-functional effort across product, engineering, client development, operations, marketing, legal, compliance and finance to drive partnership success
Identify and negotiate partnership expansion efforts, including the launch of new strategies, unlocking new markets, developing new go-to-market pathways, and improving collaboration
Set the long-term vision, strategy, and goals for each partnership, while ensuring seamless day to day operations and support
Support new business development efforts and the evolution of our partnerships strategy
Stay on top of the evolving industry landscape to identify new partnership opportunities
Qualification
Required
Strategic thinking and planning: ability to identify potential partnerships, evaluate their value, and develop a plan to establish and grow the partnership
Relationship building: strong interpersonal skills, ability to build and maintain strong relationships with partners and internal teams
Communication: excellent verbal and written communication skills, ability to clearly articulate the company's value proposition and negotiate terms with partners
Negotiation: strong negotiation skills, ability to effectively negotiate mutually beneficial agreements with partners
Networking: extensive network in relevant industries, ability to make connections and build relationships with potential partners
Market and industry knowledge: comprehensive understanding of the market and industry trends, ability to identify new partnership opportunities
Project management: ability to manage multiple partnerships and projects concurrently, ensuring successful execution and delivery
Financial acumen: understanding of financial metrics, ability to evaluate the financial impact of partnerships and make data-driven decisions
Leadership: ability to lead cross-functional teams and effectively manage stakeholders within the company and with partners
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 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
Company
Mercer Advisors
Mercer Advisors is a full-service wealth management firm.
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
Altas PartnersHarvest PartnersOak Hill Capital Partners
2023-06-06Private Equity
2023-02-28Private Equity
2019-09-17Private Equity
Recent News
2026-01-07
2026-01-07
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