The Vice President, Trust Services will lead the strategy, operations, and business development for the firm's trust solutions, including managing relationships with independent trust companies. They will also serve as a subject matter expert to advise wealth management teams and clients while overseeing the Trust Operations team.
The Senior Director will lead the development and execution of a multiyear real estate portfolio strategy aligned with company growth and business priorities. They will also oversee workplace strategy, ensuring office environments support employee productivity, hybrid work models, and consistent design standards across all locations.
The Paralegal supports estate planning strategists by preparing legal documents, deeds, and entity formation filings. They are responsible for managing funding workflows and ensuring all legal documentation is accurate and properly filed.
The Estate Planning Service Specialist supports estate planning strategists by managing client correspondence, scheduling meetings, and maintaining estate planning documents. They act as a primary point of contact for clients and ensure administrative tasks are completed efficiently within a fast-paced legal team.
The Manager oversees a team of service specialists, ensuring performance metrics are met while providing coaching, training, and administrative support. They also act as a primary point of contact for clients and support estate planning strategists throughout the document preparation and review process.
Own the end-to-end advisor experience and lead the Advisory Experience roadmap, including the joint roadmap with Avantos and Mercer Advisors-specific capabilities in Aspen. Lead a cross-functional product team, partner closely with business stakeholders and advisors, and measure outcomes such as advisor productivity, client touchpoints, and Advisor NPS.
Provide high-level administrative and operational support to senior executives, including complex calendar management and travel coordination. Act as a trusted liaison between internal and external stakeholders while maintaining confidentiality and ensuring efficient office operations.
The Director of Platform Programs will own the operating model for the Platform organization, including roadmap planning, development processes, and project execution. This role acts as the primary conduit between the Platform team and central functions to ensure alignment, visibility, and accountability across engineering, product, and data.
The Portfolio Consultant III drives investment management services by consulting with Wealth Advisors on portfolio strategy and ensuring accurate implementation. This role also supports organic growth by developing investment deliverables and managing workflows for newly acquired firms.
The Director will lead the day-to-day execution, growth, and client experience of the institutional nonprofit practice. Responsibilities include originating new business, managing client relationships, and partnering with leadership on strategic planning and team coordination.
Analyze client and operational data to identify trends, improve retention, and optimize team capacity. Lead strategic initiatives from framing through execution to enhance advisor productivity and client experience.
The Senior Manager will own the day-to-day sales operations for high net worth client opportunities, including pipeline management and specialist coordination. They will also build training programs, define sales standards, and partner with cross-functional teams to improve program efficiency.
The Vice President leads the strategic direction and execution of trading, operations, and billing functions to ensure operational excellence and scalability across the firm. This role drives continuous improvement, manages risk, and fosters cross-functional collaboration to support advisors and deliver a high-quality client experience.
The VP will lead the central Revenue Operations and Enablement team to drive growth, manage program roadmaps, and optimize conversion processes. They will act as a key operating partner to leadership, ensuring strategic alignment and operational efficiency across the Client Development and Marketing organizations.
This role involves reviewing, drafting, and negotiating M&A agreements while conducting legal due diligence. The position also requires collaborating with business partners and overseeing the work of outside counsel on various corporate legal matters.
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 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 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.
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.
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.
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.
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.
