Mercer Advisors

Portfolio Consultant III

Mercer Advisors · Full Time · 5 days ago

Mercer Advisors

🌎 United States 💵 $70000 - $85000 per year ⭐ 2-5 yrs exp 💼 Others

The Portfolio Consultant III drives investment management services by consulting with Wealth Advisors on portfolio strategy and implementation. They serve as a primary point of contact for investment processes and support organic growth by developing deliverables for prospective clients.

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Tax Operations Specialist

Mercer Advisors · Full Time · 6 days ago

Mercer Advisors

🌎 United States 💵 $26 - $30 per hour ⭐ 0-2 yrs exp 💼 Finance

The Tax Operations Specialist manages the onboarding and processing of new tax clients, ensuring data accuracy and efficient workflow. They also handle billing, invoicing, and administrative tasks to support the in-house income tax team.

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Marketing Operations Specialist

Mercer Advisors · Full Time · 11 days ago

Mercer Advisors

🌎 United States 💵 $63750 - $75000 per year ⭐ 2-5 yrs exp 💼 Marketing

The role focuses on managing the end-to-end logistics, planning, and execution of local marketing events and special projects. This includes vendor negotiation, collateral production, and tracking ROI through Salesforce campaigns.

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Product Manager, Investment Platform

Mercer Advisors · Full Time · 11 days ago

Mercer Advisors

🌎 United States 💵 $110K - $125K per year ⭐ 5-10 yrs exp 💼 Product

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.

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Portfolio Consultant

Mercer Advisors · Full Time · 11 days ago

Mercer Advisors

🌎 United States 💵 $72000 - $85000 per year ⭐ 2-5 yrs exp 💼 Others

The Portfolio Consultant drives investment management services by consulting with Wealth Advisors on portfolio strategy and implementation. They serve as a primary point of contact for investment processes and develop deliverables for prospective clients to support organic growth.

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Senior Research Manager

Mercer Advisors · Full Time · 12 days ago

Mercer Advisors

🌎 United States 💵 $120K - $140K per year ⭐ 5-10 yrs exp 💼 Others

The Senior Research Manager supports the investment research process through manager due diligence, capital markets research, and performance analysis. They are responsible for designing asset class frameworks and preparing analysis for the Investment Committee.

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Paralegal (Estate Planning Specialist)

Mercer Advisors · Full Time · 18 days ago

Mercer Advisors

🌎 United States 💵 $32 - $37 per hour ⭐ 2-5 yrs exp 💼 Legal

Support estate planning specialists by preparing deeds, funding documents, and legal filings. Manage workflows for the creation of trusts, wills, and other estate planning entities using legal software.

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Private Market Specialist

Mercer Advisors · Full Time · 20 days ago

Mercer Advisors

🌎 United States 💵 $76500 - $90000 per year ⭐ 2-5 yrs exp 💼 Others

Provide operational and administrative support to the Private Investments team, focusing on client subscription agreements and fund enrollment. Coordinate with internal departments to process client requests and maintain data integrity across systems.

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Associate Vice President, Channel (San Francisco, CA and Denver, CO)

Mercer Advisors · Full Time · 21 days ago

Mercer Advisors

🌎 United States 💵 $68000 - $80000 per year ⭐ 2-5 yrs exp 💼 Others

This role focuses on sales operations and capacity enablement to increase Regional Vice President capacity and improve lead conversion. Key duties include maintaining Salesforce hygiene, managing pipeline upkeep, and coordinating sales support tasks to remove friction from the sales process.

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Legal Assistant (Estate Planning Service Specialist)

Mercer Advisors · Full Time · a month ago

Mercer Advisors

🌎 United States 💵 $29 - $34 per hour ⭐ 0-2 yrs exp 💼 Legal

Support estate planning strategists by drafting correspondence and acting as the primary point of contact for clients. Manage calendars, schedule meetings, and maintain client files and estate planning documents.

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Director, Wealth Strategy - Estate Planning

Mercer Advisors · Full Time · a month ago

Mercer Advisors

🌎 United States 💵 $170K - $200K per year ⭐ 5-10 yrs exp 💼 Legal

Lead business development and provide sophisticated estate and tax planning strategies for high-net-worth clients. Act as an in-house resource for wealth management teams and maintain referral networks with legal and accounting professionals.

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Retirement Plan Specialist

Mercer Advisors · Full Time · a month ago

Mercer Advisors

🌎 United States 💵 $31 - $36 per hour ⭐ 2-5 yrs exp 💼 Others

The Retirement Plan Specialist supports Wealth Advisors and plan sponsors with plan design, fiduciary reviews, and provider coordination. They serve as a primary liaison between recordkeepers, TPAs, and custodians to ensure seamless plan execution and client satisfaction.

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M&A Principal Integrations Engineer

Mercer Advisors · Full Time · a month ago

Mercer Advisors

🌎 United States 💵 $102K - $120K per year ⭐ 5-10 yrs exp 💼 Software Development

Lead infrastructure and SaaS integration and migration efforts for acquired firms into a cloud-only environment. This includes decommissioning on-premises equipment, managing DNS/domain migrations, and providing technical leadership during the integration process.

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Senior Talent Acquisition Partner

Mercer Advisors · Full Time · a month ago

Mercer Advisors

🌎 United States 💵 $110K - $125K per year ⭐ 5-10 yrs exp 💼 Recruitment

Manage the full life cycle recruitment process to attract and hire talent across various corporate and wealth management departments. Collaborate with hiring managers and TA leadership to drive sourcing strategies and maintain the applicant tracking system.

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Senior Investment Strategist (Texas; Mountain or Pacific Time Zone)

Mercer Advisors · Full Time · a month ago

Mercer Advisors

🌎 United States 💵 $150K - $180K per year ⭐ 10+ yrs exp 💼 Finance

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.

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Regional Vice President, Community (New York City)

Mercer Advisors · Full Time · 2 months ago

Mercer Advisors

🌎 United States 💵 $119K - $140K per year ⭐ 5-10 yrs exp 💼 Others

The Regional Vice President is responsible for building client relationships and driving sales momentum by providing tailored wealth management solutions. This includes managing the full sales pipeline and engaging potential clients via Zoom, phone, or in person.

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Sr. Manager, New Partner Compensation Programs

Mercer Advisors · Full Time · 2 months ago

Mercer Advisors

🌎 United States 💵 $125K - $150K per year ⭐ 5-10 yrs exp 💼 Others

The Sr. Manager is responsible for the end-to-end compensation strategy, execution, and governance for acquired partner firms during M&A transactions. This role involves modeling compensation scenarios, creating integration playbooks, and serving as the primary point of contact for compensation-related issues post-close.

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Investment Specialist

Mercer Advisors · Full Time · 2 months ago

Mercer Advisors

🌎 United States 💵 $90000 - $100K per year ⭐ 2-5 yrs exp 💼 Finance

The Investment Specialist provides analytical and sales support to Senior Investment Strategists by creating customized portfolio illustrations and delivering expert insights. They act as a key point of contact for internal sales teams and sophisticated clients regarding the firm's investment philosophy and platform.

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Associate Vice President, Community (Denver, CO)

Mercer Advisors · Full Time · 2 months ago

Mercer Advisors

🌎 United States 💵 $85000 - $100K per year ⭐ 2-5 yrs exp 💼 Others

The Community AVP supports market-level growth by executing prospecting, community engagement, and event support activities. The role serves as a development pathway to a full Community RVP position, focusing on pipeline development and partner firm support.

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Regional Vice President, Community (Hartford, CT and Upstate, NY)

Mercer Advisors · Full Time · 2 months ago

Mercer Advisors

🌎 United States 💵 $100K - $150K per year ⭐ 5-10 yrs exp 💼 Others

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.

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Associate Vice President, Community - San Francisco, CA

Mercer Advisors · Full Time · 2 months ago

Mercer Advisors

🌎 United States 💵 $85000 - $100K per year ⭐ 2-5 yrs exp 💼 Others

The Associate Vice President supports market-level growth by executing prospecting, community engagement, and event follow-up activities. They also partner with the Lead Community RVP to expand advisor activities and develop centers-of-influence.

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Regional Vice President, Community - Orange, County, CA

Mercer Advisors · Full Time · 2 months ago

Mercer Advisors

🌎 United States 💵 $119K - $140K per year ⭐ 5-10 yrs exp 💼 Others

The Regional Vice President will build relationships with potential wealth management clients to understand their needs and present tailored financial solutions. They are responsible for managing their own sales pipeline from start to finish while acting as a self-motivated leader within the organization.

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Director, Direct Client Development

Mercer Advisors · Full Time · 2 months ago

Mercer Advisors

🌎 United States 💵 $170K - $200K per year ⭐ 5-10 yrs exp 💼 Others

The Director of Direct Client Development is responsible for leading, coaching, and motivating the sales team to meet lead generation and conversion targets. They will also develop strategic sales plans, manage team KPIs, and oversee operational performance to drive business growth.

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Estate Planning Operations Specialist

Mercer Advisors · Full Time · 2 months ago

Mercer Advisors

🌎 United States 💵 $26 - $31 per hour ⭐ 0-2 yrs exp 💼 Legal

The Estate Planning Operations Specialist provides administrative support by processing estate plans, managing client intake, and preparing meeting materials. This role also coordinates referrals and performs general administrative tasks to facilitate the estate planning process.

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Director, Targeted Acquisition

Mercer Advisors · Full Time · 2 months ago

Mercer Advisors

🌎 United States 💵 $148K - $175K per year ⭐ 10+ yrs exp 💼 Others

The Director will build and scale the Pinpoint AI-powered outreach program, managing the end-to-end acquisition experience from strategy to conversion. They will also define the full-funnel operating model and coach local teams on AI-enabled marketing and sales execution.

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Acquisition Data, Automation, and Tech Specialist

Mercer Advisors · Full Time · 2 months ago

Mercer Advisors

🌎 United States 💵 $106K - $125K per year ⭐ 5-10 yrs exp 💼 Others

The specialist will manage and improve the reliability of acquisition systems, including CRM, paid media, and web capture workflows. They will also build integrations and automations to optimize marketing and sales efficiency while ensuring data accuracy across reporting platforms.

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Director of Sales Operations (Financial Planning)

Mercer Advisors · Full Time · 3 months ago

Mercer Advisors

🌎 United States 💵 $170K - $200K per year ⭐ 5-10 yrs exp 💼 Sales

The leader will oversee a team of financial planners to drive new client acquisition through strategic capacity planning and process improvement. They will also serve as an individual contributor, producing prospect financial plans while managing team performance and reporting to senior management.

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Regional Vice President - Community (San Diego, CA)

Mercer Advisors · Full Time · 3 months ago

Mercer Advisors

🌎 United States 💵 $100K - $150K per year ⭐ 5-10 yrs exp 💼 Others

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.

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Sr. Manager, Revenue Operation Analytics

Mercer Advisors · Full Time · 4 months ago

Mercer Advisors

🌎 United States ⭐ 10+ yrs exp 💼 Software Development

This role involves monitoring and analyzing performance across the entire sales and marketing funnel, tracking campaign spend, sales team capacity, and proactively flagging performance changes to identify root causes. The manager will also provide optimization recommendations based on deep dives and A/B testing, and drive the learning agenda for growth opportunities.

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Tax Manager

Mercer Advisors · · 4 months ago

Mercer Advisors

🌎 United States 💵 $116K - $137K per year ⭐ 5-10 yrs exp 💼 Finance

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.

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Senior Director of Infrastructure and Operations

Mercer Advisors · Full Time · 8 months ago

Mercer Advisors

🌎 United States ⭐ 10+ yrs exp 💼 Software Development

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.

insurance cloud security medical operations training leadership compliance

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