The Billing Specialist partners with advisors and internal teams to ensure accurate fee calculations, billing integrity, and timely revenue recognition. This role involves reconciling direct debit results, investigating failed collections, and maintaining detailed records of client billing instructions.
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.
This role involves reviewing, drafting, and negotiating M&A agreements while conducting legal due diligence. The counsel will also provide guidance on corporate governance and collaborate with business partners and outside counsel.
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 Product Support Specialist provides technical and client support for the company's technology ecosystem, acting as a primary point of contact for advisors and clients. Responsibilities include managing support tickets, maintaining user access, and collaborating with internal teams to improve system functionality and user experience.
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 Senior Portfolio Consultant executes investment implementations for complex portfolios and serves as a key point person for newly acquired firms. They collaborate with internal departments to ensure strategic alignment and provide high-level service to wealth advisor teams and clients.
The Director of Financial Planning is responsible for developing and maintaining unified financial planning processes and training programs to drive efficiency. This role also leads and mentors a team of planners to ensure high-quality delivery of financial plans to clients.
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.
Design and implement customized Salesforce solutions and AI-powered automations using Einstein and Agentforce to improve operational efficiency. Lead complex integrations between Salesforce and enterprise systems while mentoring junior developers on AI best practices.
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.
Lead the Advisor Experience product roadmap to improve client excellence, focusing on NPS, practice management, and AI integration. Drive business outcomes such as Net Revenue Retention and advisor retention by building tools that reduce administrative burdens.
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.
Lead the activation of Client Relationship Expansion programs by coaching advisors and engaging Managing Partners across assigned markets. The role involves delivering 1:1 coaching and group education to increase advisor confidence in capturing held-away assets and expanding client share of wallet.
Drive the success of the Investment Platform by managing domains such as Trading, Billing, and Client Reporting. Collaborate with cross-functional stakeholders to define product strategies, execute roadmaps, and deliver measurable improvements to internal and third-party applications.
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 Tax Manager I will primarily lead client relationships, preparing, reviewing, and delivering income tax returns, projections, and analysis for high-net-worth clients. Essential functions include preparing and signing tax returns for individuals, trusts, and businesses, creating quarterly estimates, and communicating clearly with clients on all tax delivery matters.
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.
