M&A Counsel

Mercer Advisors is a different kind of wealth management firm. We exist so that our clients don’t have to worry about money. Our firm was founded in 1985, on the belief that families at all wealth levels would benefit from a fully unified approach to managing their money – “A family office for your family.” We connect the dots of our clients’ financial lives by unifying planning, investing, taxes, estate, insurance, trust, and more. Today, we proudly serve over 25,000 families, across over 90 cities, with over $45 Billion in in assets entrusted to our care. And we do this as an independent, national fiduciary – which means we are committed to always working in the clients’ best interest.

When you join our team, you will find that it is different from what you typically see in our industry. Our client-facing professionals of in-house experts are 50% women, as is our overall employee base. We bring together the best talent wherever they live -with no formal headquarters, and many flexible working arrangements – so we can assemble the best team.

Job Summary:

This position will provide guidance and consultation on a variety of legal matters including, but not limited to contract negotiations, merger and acquisition transactions, litigation, employment, and general corporate governance.

Essential Job Functions for the M&A Counsel will include:

  • Supporting M&A due diligence efforts and post-deal integration
  • Reviewing, drafting, structuring, and negotiating agreements in connection with M&A
  • Drafting and updating internal policies
  • Assisting, communicating with, and overseeing the work of outside counsel
  • Researching and advising on relevant legal issues
  • Assisting in relevant pre-litigation and litigation efforts
  • Contract review and administration
  • Maintaining a current working knowledge of new laws and regulatory developments
  • Performing other duties as assigned

Required Knowledge, Skills and Abilities:

  • Juris Doctor (J.D.)
  • Licensed to practice law in at least one state (Colorado preferred)
  • 1-3 years of experience in a law firm or in-house legal department
  • Experience in corporate law required.
  • Experience with SaaS agreements preferred.
  • Financial services experience preferred.
  • Strong drafting, research and writing skills.
  • Knowledge of and experience with federal securities law including the Investment Advisor Act of 1940 preferred.
  • Ability to work effectively with teams and independently, as well as manage and prioritize multiple projects.
  • Excellent communication, analytical and organizational skills

Work Schedule:

Daytime and evening hours as needed.

Working Conditions:

Professional office environment, daytime hours, working inside, standing, and sitting, will be assigned to a work station.


Compensation is commensurate with experience, education, and skills. Average annual salary range for this position across our locations is: $90,000 to $120,000.


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 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

We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.

Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws. Mercer Advisors provides equal employment opportunity in all aspects of employment and employee relations, including recruitment, hiring, training and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and all other terms, conditions, and privileges of employment in accordance with applicable federal, state, and local laws.

Job Category
Legal Services
Job Type
Full Time/Permanent
USD 90,000.00 - 120,000.00 per year
United States
Career Level
Mercer Advisors, Inc.