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 Partner Integration Associate Project Manager will be an important member of a focused team that is responsible for integrating acquired registered investment advisor (“RIA”) firms methodically, efficiently and effectively to deliver value, promote standardization, realize economies of scale and reduce risk. This role will deal with all phases of integrating an acquired firm; the position will focus heavily on supporting various data management projects to move the integration process forward. This will include, but not be limited to, organizing, reconciling and validating data and performing various operations tasks to progress the integration process forward. In addition, the position will require adherence to project timelines, deadlines and deliverables and holding internal and external stakeholders accountable to meeting established target completion dates. General knowledge of investment operations and superior skills in Microsoft Excel are essential. The Associate Project Manager must be highly organized, possess the ability to manage multiple projects and tasks simultaneously, think critically and work easily through roadblocks and obstacles. Moreover, the position requires outstanding communication skills (including understanding the “audience,” responsiveness, promptness, patience and clarity) and superior attention to detail.
Essential Job Functions for the Associate Project Manager will include:
Support, assist and take direction from Sr. Project Managers in integrating multiple acquired firms simultaneously.
- Managing the transition of clients to Mercer agreements, including the creation of individual agreements, dissemination to clients and tracking and archiving executed agreements.
- Assist in the transition of custodial relationships from the acquired firm to Mercer Advisors.
- Facilitate the structuring and mapping of acquired firms’ client relationship management systems to Mercer’s Salesforce.
- Support other integration process sequences, including in the areas of compliance, marketing and information technology (as directed and with guidance provided).
- Record integration target deadline dates, generate progress reports and hold internal stakeholders accountable for meeting deadlines.
- Assist in the preparation of agendas for biweekly integration status update meetings with acquired firms, attend and participate in those meetings, and lead those meetings in the absence of Sr. Project Managers.
- Be the facilitator of the change management of business tasks and processes. Work proactively with the acquired firm and existing Mercer departments and Partner Development Team to facilitate a seamless transition while knowing when to manage up, down, or across business functions to mitigate roadblocks/stressors that exist within migrations depending heavily on organizational and active listening skills.
Required Knowledge, Skills and Abilities:
- Minimum three to five years of financial services industry experience with a high level of knowledge of investment operations.
- Possess superior communication and project management skills to coordinate multiple stakeholders, overcome individual employee’s resistance and other obstacles and drive stakeholders to the desired, successful outcome.
- Expressly focused on “getting things done” and works easily through roadblocks and obstacles
- Excellent proficiency in Microsoft Excel.
- Naturally curious with a desire to learn new processes with a desire to document and continuously improve workflows on an ongoing basis.
- Client-centric approach required
- Superior verbal, written, analytical and organizational skills
- Experience working with high-level, busy professionals in a demanding environment with specific knowledge with how to interface with entrepreneurial, “Type A” personalities.
- Enjoy being part of a team.
- Must be highly flexible and confidential with all matters.
Working Conditions:
Professional home office work environment, business hours with some early morning or late day calls and travel as required by the business, standing, and sitting, no heavy lifting over 20 lbs. Ability to travel up to 20% of working hours.
Benefits:
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.
Applicants have rights under federal employment laws:
- Family and Medical Leave Act (FMLA)
- Employee Polygraph Protection Act (EPPA)
- Equal Employment Opportunity (EEO)
U.S. Federal law requires all employers to verify the identity and employment eligibility of all persons hired to work in the United States. Mercer Advisors participate in E-Verify to confirm work authorization.
- E-Verify
- Right to Work
If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here.
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