Director, Business Transitions

Job overview

The Director, Business Transitions role is based in Denver, CO, with work in a professional office or a dedicated home-office workspace. The stated base-pay range is $225,000–$250,000 per year, with eligibility for incentive compensation. Mercer Advisors provides integrated financial planning, investment management, tax, estate, insurance, and related services to families. The director grows the Business Transitions practice and advises business owners, founders, and executives through mergers and acquisitions and major liquidity events. The role connects transaction mechanics with tax and financial planning, develops referral relationships, and coordinates a structured handoff to the client’s ongoing Mercer advisor after a deal closes.

What you'll do

• Work on live transactions with Mercer’s integrated advisory team
• interface with clients’ bankers, attorneys, and accountants to assess deal structure and translate mechanics into planning decisions
• model after-tax proceeds as terms evolve
• support prospect deal teams
• engage owners before, during, and after transactions
• facilitate handoffs to dedicated Mercer advisors
• build a center-of-influence referral network
• develop referral relationships
• represent the practice at industry events and speaking opportunities
• collaborate with regional advisory teams and growth channels.

What we're looking for

Skills & competencies

director

business transitions

m&a transactions

business owners

liquidity events

financial planning

denver co

mercer advisors

$225k–$250k base pay

series 65

referral network

travel required

Work arrangement

• Weekend coverage required

Benefits & perks

• Company-paid basic life and AD&D, short- and long-term disability, medical, dental, vision, HSA contributions for eligible plans, 14 paid holidays, paid time off, 401(k) match, paid parental leave, adoption assistance, pet insurance, and employee financial-planning services.

Why this role

Requires 8–15 years of direct M&A transaction experience and experience with privately held business owners, founders, or executives. Series 65 is required or must be obtained within 90 days of hire. A bachelor’s degree is required; MBA, JD, or advanced degree preferred. Travel within the market and periodically across the country is required.

About the employer

Mercer Advisors is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.