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 Talent Acquisition Partner will manage full life cycle recruiting by sourcing, screening, and interviewing candidates across various departments. They will also collaborate with hiring managers to develop and execute proactive talent acquisition strategies and influence internal stakeholders.
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.
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 standardized workflows across the firm.
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.
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.
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 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.
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.
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 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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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 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.
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 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.
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.
