Senior Manager, Deal Desk

Confirmed live in the last 24 hours

Mercer Advisors

Remote, USA

Remote

Posted April 2, 2026

Job Description

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.

Job Summary:

The Senior Manager, Deal Desk is responsible for establishing and managing Mercer’s deal governance framework, including intake, triage, analysis, routing, and approval of non‑standard commercial requests. The role reduces senior‑leader approval burden, improves cycle time, and ensures consistent, policy‑aligned decision‑making across pricing, PMRs, and deal exceptions.

Essential Job Functions for this role include:

1. Intake, Governance & Control

(Creating discipline, consistency, and a single source of truth)

Establish and manage a single front door for PMRs and deal exceptions, ensuring complete and accurate submissions.
Maintain clear escalation pathways aligned to policy, margin thresholds, and approval authority.
Ensure full documentation and auditable records of deal decisions within Salesforce (no shadow processes).

2. Deal Evaluation, Structuring & Decisioning

(Driving high‑quality, policy‑aligned outcomes)

Review, structure, and recommend deal outcomes based on policy, economics, and risk considerations.
Facilitate cross‑functional deal reviews for complex, non‑standard, or high‑stakes opportunities.
Manage escalations efficiently while balancing speed, rigor, and commercial impact.

3. Enablement, Automation & Insights

(Improving velocity, quality, and decision transparency over time)

Partner with Salesforce/CRM teams to build and maintain workflow, routing, and approval automation.
Build and deliver reporting on cycle time, approval rates, exception drivers, and trends to inform leadership decisions.
Provide ongoing enablement and guidance to sellers on submission quality, escalation logic, and deal structuring best practices.

Knowledge, Skills, and Abilities:

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