Mercer Advisors

About the Company

Are you looking to amplify and simplify your financial life? For nearly 40 years, Mercer Advisors has been doing just that for families across the country by integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. With Mercer Advisors, you’ll benefit from a unified in-house team, a hand-picked advisor, an institutionalized-grade portfolio, and an independent national fiduciary legally obligated to always act in your best interest. Learn more about Mercer Advisors – a family office for your family.

Listed Jobs

Company Name

Mercer Advisors

Job Title

Director of Strategic Partnerships

Job Description

Job title: Director of Strategic Partnerships Role Summary: Lead the development, negotiation, and management of external business partnerships to drive revenue growth and expand market reach for high‑net‑worth opportunities. Partner with cross‑functional teams (product, engineering, client development, operations, marketing, legal, compliance, finance) to integrate partnership initiatives into sales infrastructure. Expectations: Develop and execute a partnership strategy that aligns with corporate growth objectives; build and maintain relationships with key partners; negotiate mutually beneficial agreements; support new business development and partnership evolution; keep abreast of industry trends and identify new partnership opportunities; travel as needed. Key Responsibilities: - Own partnership strategy, processes, and performance metrics. - Lead cross‑functional collaboration across product, engineering, client development, operations, marketing, legal, compliance, and finance. - Identify, evaluate, and negotiate new partnership opportunities and expansion initiatives. - Design and launch go‑to‑market pathways for partnership‑driven revenue streams. - Manage day‑to‑day operations, support, and optimization of existing partnerships. - Analyze financial impact of partnerships and provide data‑driven recommendations. - Maintain up‑to‑date knowledge of market and industry dynamics to surface new partnership opportunities. - Liaise with partners and internal stakeholders to ensure seamless execution of partnership goals. Required Skills: - Strategic thinking and planning. - Relationship building and stakeholder management. - Excellent verbal and written communication. - Strong negotiation and deal‑closure skills. - Networking and industry knowledge. - Project management and multitasking capability. - Financial acumen and data‑driven decision making. - Leadership of cross‑functional teams. - Willingness to travel. Required Education & Certifications: - Bachelor’s degree in Business, Finance, Marketing, or related field. - Advanced degree (MBA) preferred. - Relevant professional certifications (e.g., PMP, CFA) a plus.

United states

Remote

10-03-2026