Jobs at Mercer Advisors

Prepare comprehensive financial plans using planning software and proprietary tools; collect and analyze client documents; perform retirement, investment, tax, Social Security, education, and estate analyses; coordinate with advisors and specialists; improve workflows and deliver accurate, timely client service.

The Relationship Manager I role focuses on enhancing client experiences in Wealth Management, partnering with advisors, overseeing service execution, and supporting client retention and business growth efforts.

The Trade Support Specialist will manage trading processes, resolve errors, ensure compliance, and maintain relationships with trading desks and clients.

Lead end-to-end tax client and advisor experience by redesigning processes, improving capacity and quality, implementing telemetry, and partnering cross-functionally to modernize tax delivery and drive adoption.

The Senior Director, Sales Performance & Enablement will enhance sales execution, manage onboarding for new RVPs, and improve measurable sales outcomes through enablement strategies in a financial services context.

The Senior Manager, Deal Desk oversees the deal governance framework, ensuring proper intake, analysis, and approval of non-standard commercial requests while improving efficiency and decision-making in deal evaluations.

The Portfolio Consultant III manages investment services for Wealth Advisors, providing consultation on portfolio strategy and ensuring implementation accuracy while collaborating with various departments.

The M&A Integrations Engineer leads the integration of infrastructure and applications post-acquisition, often traveling to assess firms' systems and migrating them to a cloud environment. Responsibilities include technical support and documentation, requiring strong communication across all levels of the organization.

The Senior Talent Acquisition Partner drives full life-cycle recruitment, collaborates with hiring managers, sources candidates, and enhances talent acquisition strategies across various departments at Mercer Advisors.

As a Talent Acquisition Partner, you'll manage full life cycle recruiting, collaborating with hiring managers to develop strategies for sourcing, screening, and attracting talent for various departments within Mercer Advisors.

The Associate Wealth Advisor deepens client relationships and supports a Senior Wealth Advisor by managing workflow, preparing for meetings, and developing financial solutions, while acting as a fiduciary for client interests.

The Director, Targeted Acquisition leads the AI-driven marketing program, focusing on strategy, campaign execution, and enhancing client engagement through targeted outreach.

The Senior Portfolio Consultant executes investment implementations for high net worth clients, collaborating with teams to optimize portfolios and deliver exceptional service.

The Portfolio Consultant II facilitates investment management services, advising on strategy, overseeing implementations, and enhancing advisor-client experiences. Requires investment knowledge and effective communication to deliver timely support and analysis.

The Executive Assistant provides high-level administrative support to senior executives, managing calendars, travel, communication, and project coordination to enhance operational efficiency.

The Director of Financial Planning leads financial planning efforts for UHNW clients, overseeing a team, implementing processes, and enhancing client service efficiency.

The Director of Philanthropic Services advises high-net-worth clients on charitable giving strategies, manages philanthropic initiatives, and integrates philanthropy into comprehensive wealth management.

The Senior Tax Director leads tax planning strategies for UHNW clients, ensures compliance, and builds long-term client relationships, with no audit work involved.

The Tax Director will manage client relationships, oversee tax return processes, provide tax planning strategies, and mentor junior staff for UHNW clients, ensuring high-quality service without business development pressures.

The Managing Director, Client Development will oversee growth strategies, manage and mentor Regional Vice Presidents, and engage in high-value prospecting while ensuring adherence to company standards.