The Regional Vice President will build and nurture client relationships to provide tailored wealth management solutions. They are responsible for managing the entire sales pipeline and driving growth within a collaborative, client-focused environment.
The Regional Vice President will build and nurture client relationships to drive wealth management sales momentum. They will engage with potential clients to understand their financial needs and present tailored solutions using organizational resources.
The Senior Product Manager will design and own digital experiences, technologies, and processes to support company growth. They will lead cross-functional teams to execute the product roadmap while ensuring data quality and system integration.
The Research Manager supports the investment research process through data collection, manager due diligence, and performance analysis. They also prepare materials for the Investment Committee and contribute to the development of internal investment policies and educational content.
The Regional Vice President will build and nurture client relationships to drive wealth management sales momentum. They will engage with potential clients to understand their needs and present tailored financial solutions using organizational resources.
The Portfolio Operations Specialist manages third-party asset management platforms and ensures client accounts align with investment strategies. They also provide support to client service teams and coordinate with compliance and trading departments to maintain operational standards.
The attorney will independently review, fund, and maintain estate plans while serving as an in-house resource for wealth management teams nationwide. They will also manage service specialists and provide expert recommendations based on changes in law and family circumstances.
The Client Development Associate manages the end-to-end onboarding process for new clients, acting as the primary bridge between the Regional Vice President and the Wealth Management Team. Responsibilities include processing paperwork, setting up accounts, and ensuring a seamless transition for clients into the firm's services.
The Associate Vice President, Channel provides sales operations and capacity enablement to support Regional Vice Presidents in increasing lead conversion and sales efficiency. This role manages Salesforce data, coordinates sales support tasks, and ensures smooth prospect onboarding and communication.
The attorney will independently review, fund, and maintain estate plans while providing expert guidance to wealth management teams and clients. They will also serve as an in-house resource for estate, trust, and tax legislation while managing service specialists.
The Content Operations Specialist manages operational processes, project workflows, and webinar logistics within the marketing department. They also oversee vendor relationships, facilitate employee onboarding, and identify opportunities for process improvement and automation.
The Process Engineer will document existing operations and workflows of newly acquired partner firms to map them onto the company's operating architecture. They are responsible for building a repeatable integration framework and creating a sequenced roadmap for post-close transitions.
The Estate Planning Service Specialist supports estate planning strategists by managing client correspondence, scheduling meetings, and maintaining client files. They act as a primary point of contact for clients and ensure the efficient administration of estate planning documents.
The Director of Financial Planning Operations will lead a team of 13 financial planners to drive new client acquisition through the creation of prospect financial plans. This role involves managing operational workflows, developing strategic capacity plans, and reporting performance metrics to senior management.
The Manager, Senior Portfolio Consultant II oversees the Portfolio Consulting department, managing a team and ensuring effective investment portfolio management. This role drives strategic initiatives, optimizes workflows, and ensures exceptional service delivery in collaboration with Wealth Advisors and other internal departments.
Lead and grow the Regis estate planning practice by setting technical standards and mentoring an elite team of strategists. Personally engage in complex, high-stakes client situations while ensuring estate planning strategies are integrated into broader financial plans.
Serve as the lead tax advisor and primary point of accountability for ultra-high net worth families, developing multi-year tax strategies and overseeing complex tax compliance. Lead and develop a team of tax professionals while collaborating with wealth advisors to ensure integrated financial planning.
Lead client relationships as a primary strategic advisor for ultra-high net worth families, providing expert guidance on complex estate and tax planning. Manage a team of estate strategists and collaborate with interdisciplinary experts to deliver integrated wealth management solutions.
Lead and grow the Regis estate planning practice by setting technical standards and mentoring an elite team of strategists. Personally engage in complex, high-stakes client situations while ensuring integrated wealth management outcomes for UHNW families.
Serve as the lead tax advisor for ultra-high net worth families, developing and implementing multi-year tax strategies. Coordinate tax planning and compliance across various entities while collaborating with internal and external advisory teams.
Lead client relationships as a primary strategic advisor for ultra-high net worth families, managing complex estate planning and wealth transfer strategies. Oversee a team of estate strategists and collaborate with interdisciplinary experts to deliver integrated financial and tax planning solutions.
The VP of Wealth Enablement will centralize content strategy, lead curriculum development, and drive solution adoption to ensure a consistent, proactive client experience. This leader will build and manage a specialized enablement team to scale training infrastructure and drive behavioral change across Wealth Management and Wealth Solutions.
Analyze client segmentation, revenue data, and operational metrics to identify growth opportunities and improve organizational efficiency. Develop data-driven recommendations and present structured analyses to senior leadership to drive business decisions.
Own and scale the targeted acquisition ecosystem by defining the roadmap, campaign architecture, and growth strategy for AI-powered prospecting tools. Lead high-priority launches and manage a contractor team to drive measurable business results and advisor adoption.
Lead the strategy to convert tax-only clients into comprehensive wealth management clients across existing and acquired practices. Develop scalable playbooks, marketing programs, and operational processes to drive AUM and revenue growth.
Lead the strategy, evolution, and technology roadmap for the Regis platform serving ultra-high-net-worth clients. Translate complex business needs into actionable product requirements and scalable workflows while aligning cross-functional stakeholders.
The Community Analytics Manager leads the analytics strategy for growth initiatives, focusing on measurement, reporting, and optimization of referral and local market programs. This role involves building Power BI dashboards and providing executive-level insights to drive data-driven decision-making across marketing and operations.
The Regional Vice President is responsible for building relationships with potential clients to provide tailored wealth management solutions. This includes managing the full sales pipeline and leveraging organizational resources to help clients achieve their financial goals.
Provide thought leadership and expert insight into investment philosophy and portfolio construction for high net worth clients and advisor teams. Support regional offices through analytical guidance, annual portfolio reviews, and relationship management.
The Regional Vice President will build and nurture relationships with potential wealth management clients to drive sales momentum. They will leverage financial expertise and organizational resources to provide tailored wealth management solutions that help clients achieve their financial goals.
The Regional Vice President will be responsible for building relationships with potential wealth management clients via Zoom, phone, or in person to understand their needs and present tailored solutions from Mercer Advisors. This role requires owning the entire sales pipeline, nurturing prospects, and leveraging organizational resources to drive sales momentum.
The Senior Director of Infrastructure & Operations will lead the enterprise technology infrastructure, network services, and end-user support functions. This role ensures the reliability, scalability, and security of IT infrastructure while delivering exceptional service to internal stakeholders.
