Mercer Advisors

Managing Partner, Estate Planning – UHNW (West Coast)

Mercer Advisors · Full Time · 3 hours ago

Mercer Advisors

🌎 United States 💵 $255K - $300K per year ⭐ 10+ yrs exp 💼 Legal

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.

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Tax Partner - UHNW (West Coast)

Mercer Advisors · Full Time · 6 hours ago

Mercer Advisors

🌎 United States 💵 $212K - $250K per year ⭐ 10+ yrs exp 💼 Finance

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.

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Estate Planning Partner – UHNW (West Coast)

Mercer Advisors · Full Time · 6 hours ago

Mercer Advisors

🌎 United States 💵 $212K - $250K per year ⭐ 10+ yrs exp 💼 Legal

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.

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Vice President, Wealth Enablement

Mercer Advisors · Full Time · 4 days ago

Mercer Advisors

🌎 United States 💵 $204K - $230K per year ⭐ 10+ yrs exp 💼 Others

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.

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Event Operations Specialist

Mercer Advisors · Full Time · 4 days ago

Mercer Advisors

🌎 United States 💵 $55000 - $75000 per year ⭐ 2-5 yrs exp 💼 Others

The Event Operations Specialist will manage the end-to-end logistics, planning, and execution of local marketing events. This includes vendor coordination, budget reconciliation, and tracking event ROI through CRM systems.

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Senior Manager, Wealth Solutions Strategy and Analytics

Mercer Advisors · Full Time · 11 days ago

Mercer Advisors

🌎 United States 💵 $127K - $150K per year ⭐ 2-5 yrs exp 💼 Software Development

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.

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Senior Salesforce Engineer

Mercer Advisors · Full Time · 12 days ago

Mercer Advisors

🌎 United States 💵 $115K - $145K per year ⭐ 5-10 yrs exp 💼 Software Development

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.

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Director, Targeted Acquisition

Mercer Advisors · Full Time · 14 days ago

Mercer Advisors

🌎 United States 💵 $145K - $175K per year ⭐ 5-10 yrs exp 💼 Others

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.

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Senior Director, Tax Wealth Expansion

Mercer Advisors · Full Time · 14 days ago

Mercer Advisors

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

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.

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Senior Director, Regis Product Manager

Mercer Advisors · Full Time · 17 days ago

Mercer Advisors

🌎 United States 💵 $175K - $200K per year ⭐ 10+ yrs exp 💼 Product

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.

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Community Analytics Manager

Mercer Advisors · Full Time · 18 days ago

Mercer Advisors

🌎 United States 💵 $95000 - $105K per year ⭐ 5-10 yrs exp 💼 Software Development

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.

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Trust Operations Coordinator

Mercer Advisors · Full Time · 18 days ago

Mercer Advisors

🌎 United States 💵 $22 - $25 per hour ⭐ 0-2 yrs exp 💼 Virtual Assistant

Provides administrative and operational support for the Trust Operations team, acting as a liaison between Wealth Management Teams and Corporate Trustees. Responsibilities include processing transactions, maintaining client documents, and ensuring compliance with internal guidelines and tax reporting requirements.

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Director, Product Management (Advisor Experience)

Mercer Advisors · Full Time · 20 days ago

Mercer Advisors

🌎 United States 💵 $150K - $175K per year ⭐ 5-10 yrs exp 💼 Product

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.

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Senior Manager, Client Data Permissions & Privacy Governance

Mercer Advisors · Full Time · 21 days ago

Mercer Advisors

🌎 United States 💵 $110K - $130K per year ⭐ 5-10 yrs exp 💼 Others

The role serves as the single accountable leader for client data access and privacy governance, defining role-based access principles and enforcing policy. Key duties include operationalizing access workflows, managing complex permission requests, and establishing audit controls to ensure compliance.

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Advisor Guide

Mercer Advisors · Full Time · 21 days ago

Mercer Advisors

🌎 United States 💵 $19 - $22 per hour ⭐ 0-2 yrs exp 💼 Others

The Associate Advisor Guide is responsible for conducting daily outbound sales calls and handling inbound inquiries to identify and qualify sales opportunities. They focus on lead generation and building trusting relationships with prospective clients to acquire new business.

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Wealth Strategist, HNW/UHNW

Mercer Advisors · Full Time · 24 days ago

Mercer Advisors

🌎 United States ⭐ 5-10 yrs exp 💼 Others

Provide advanced financial planning support and subject matter expertise for high net worth and ultra-high net worth clients. Collaborate with advisors to create, maintain, and implement comprehensive financial plans while participating in the sales process for prospective clients.

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Regional Vice President, Community (Boston, MA; Lake Placid, NY and Portsmouth, NH))

Mercer Advisors · Full Time · 25 days ago

Mercer Advisors

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

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.

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VP, Privacy

Mercer Advisors · Full Time · a month ago

Mercer Advisors

🌎 United States 💵 $190K - $210K per year ⭐ 10+ yrs exp 💼 Others

Develop and implement privacy policies, governance structures, and operational processes for the responsible handling of personal data. Partner with Legal, Compliance, and Technology teams to embed privacy and AI controls into business strategy and operations.

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Director, Client Relationship Expansion

Mercer Advisors · Full Time · a month ago

Mercer Advisors

🌎 United States 💵 $191K - $225K per year ⭐ 10+ yrs exp 💼 Others

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.

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Senior Compliance Analyst Partner Integration, Monitoring & Testing

Mercer Advisors · Full Time · a month ago

Mercer Advisors

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

Support compliance activities related to monitoring, testing, and branch audits for firms acquired by Mercer Advisors. Collaborate on risk assessments and develop internal surveillance systems to ensure adherence to securities laws.

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Senior Compliance Manager - Enhanced Monitoring & Supervision

Mercer Advisors · Full Time · a month ago

Mercer Advisors

🌎 United States 💵 $127K - $150K per year ⭐ 5-10 yrs exp 💼 Legal

Design and implement a monitoring framework for high-risk clients, employees, and business activities. Oversee enhanced due diligence, heightened supervision plans, and risk reporting for senior management.

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Senior Manager, Wealth Management Enablement

Mercer Advisors · Full Time · a month ago

Mercer Advisors

🌎 United States 💵 $120K - $145K per year ⭐ 5-10 yrs exp 💼 Others

Drive frictionless service delivery by designing strategic learning curricula and AI adoption programs for wealth management advisors and staff. Lead process improvements and support M&A integration to ensure acquired teams align with firm standards and technology.

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Billing Specialist (Mountain Time Zone or Pacific Time Zone)

Mercer Advisors · Full Time · a month ago

Mercer Advisors

🌎 United States 💵 $26 - $31 per hour ⭐ 2-5 yrs exp 💼 Finance

The Billing Specialist ensures accurate and timely billing for investment management clients by performing audits and processing fees. They partner with advisors and internal teams to maintain billing integrity and resolve collection discrepancies.

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Estate Planning Strategist

Mercer Advisors · Full Time · a month ago

Mercer Advisors

🌎 United States 💵 $90000 - $110K per year ⭐ 2-5 yrs exp 💼 Legal

The role involves reviewing and maintaining estate plans for high-net-worth clients and serving as an in-house estate planning resource for wealth management teams. Responsibilities also include managing a service specialist and supporting business development through thought leadership.

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Director of Financial Planning, Ascend & Regis

Mercer Advisors · Full Time · a month ago

Mercer Advisors

🌎 United States 💵 $150K - $175K per year ⭐ 10+ yrs exp 💼 Finance

Lead a team of advanced planners to deliver financial planning services for ultra-high net worth clients. Develop and maintain unified financial planning processes, playbooks, and training programs to drive efficiency across the organization.

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Client Development Associate

Mercer Advisors · Full Time · a month ago

Mercer Advisors

🌎 United States 💵 $72250 - $85000 per year ⭐ 2-5 yrs exp 💼 Others

The role focuses on managing the new client onboarding process to ensure a seamless transition and high retention. Additionally, the associate supports Regional Vice Presidents in driving sales by managing channel partner relationships and prospecting activities.

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Product Manager, Investment Platform

Mercer Advisors · Full Time · 2 months 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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Senior Research Manager

Mercer Advisors · Full Time · 2 months 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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Associate Vice President, Channel (San Francisco, CA and Denver, CO)

Mercer Advisors · Full Time · 2 months 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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Director, Wealth Strategy - Estate Planning

Mercer Advisors · Full Time · 2 months 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 · 2 months 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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Senior Investment Strategist (Texas; Mountain or Pacific Time Zone)

Mercer Advisors · Full Time · 3 months 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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Sr. Manager, New Partner Compensation Programs

Mercer Advisors · Full Time · 3 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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Regional Vice President, Community (Hartford, CT and Upstate, NY)

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 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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Regional Vice President, Community - Orange, County, CA

Mercer Advisors · Full Time · 3 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 · 3 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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Regional Vice President - Community (San Diego, CA)

Mercer Advisors · Full Time · 4 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 · 5 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 · · 5 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 · 10 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.

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