Mercer Advisors

Director, Product Management (Advisor Experience)

Mercer Advisors · Full Time · 2 hours 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 · 20 hours 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 · a day 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 · 4 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 · 5 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 · 8 days 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 · 8 days 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 Manager - Enhanced Monitoring & Supervision

Mercer Advisors · Full Time · 8 days 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 Compliance Analyst Partner Integration, Monitoring & Testing

Mercer Advisors · Full Time · 8 days 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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Regional Vice President, DTC

Mercer Advisors · Full Time · 13 days ago

Mercer Advisors

🌎 United States 💵 $102K - $120K per year ⭐ 2-5 yrs exp 💼 Others

Support the sales team by identifying, qualifying, and nurturing prospective clients to provide wealth management solutions. Manage the full sales pipeline from initial engagement through conversion to ensure a best-in-class client experience.

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Senior Manager, Wealth Management Enablement

Mercer Advisors · Full Time · 14 days 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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Estate Planning Strategist

Mercer Advisors · Full Time · 16 days 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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Billing Specialist (Mountain Time Zone or Pacific Time Zone)

Mercer Advisors · Full Time · 16 days 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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Internal Fund Administrator

Mercer Advisors · Full Time · 18 days ago

Mercer Advisors

🌎 United States 💵 $115K - $130K per year ⭐ 5-10 yrs exp 💼 Software Development

Oversee the monitoring and reporting of a fund of funds complex, acting as the primary liaison between third-party administrators and auditors. Ensure the accuracy of fund valuations, investor reporting, and data integrity to support investment committee decisions.

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Director of Financial Planning, Ascend & Regis

Mercer Advisors · Full Time · 20 days 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 · 21 days 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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Tax Operations Specialist

Mercer Advisors · Full Time · a month 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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Product Manager, Investment Platform

Mercer Advisors · Full Time · a month 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 · a month 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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Private Market Specialist

Mercer Advisors · Full Time · a month 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 · a month 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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