Jobs at Mercer Advisors

The Senior Wealth Advisor is responsible for managing relationships with ultra-high-net-worth clients, offering tailored financial solutions and leveraging in-house expertise to help clients achieve their financial objectives while ensuring compliance and client satisfaction.

The Financial Planner will prepare comprehensive financial plans, collaborate with sales teams, and utilize various financial planning software tools to support clients' financial objectives.

The Relationship Manager serves UHNW clients, enhancing client satisfaction, managing operations, and implementing advanced planning techniques. They aim to drive retention and growth in the Wealth Management Team by fostering client relationships and optimizing services.

The Wealth Advisor develops client relationships, providing personalized financial strategies, while consulting with an expert team to meet client objectives and ensure compliance.

The Wealth Advisor provides financial planning and client support, manages a portfolio of 150-250 clients, and collaborates with other advisors to ensure client retention and transition of new clients.

The Tax Associate prepares income tax returns and projections for high-net-worth clients, working collaboratively with tax teams and wealth management.

The Regional Vice President builds client relationships, drives sales, and provides tailored wealth management solutions in a collaborative environment.

The Tax Associate prepares tax returns and projections for high-net-worth clients, coordinates workflows, and keeps updated on tax laws.

The Senior Portfolio Consultant executes investment implementations for high net worth clients, collaborating with teams to optimize portfolios and deliver exceptional service.

Provide administrative support to the in-house tax team, manage client tax documents, assemble and e-file returns, handle client communication and invoicing, assist workflow monitoring and process improvements, and support off-peak tax projects.

Support and drive sales by owning the sales pipeline, qualifying and engaging prospective clients via Zoom/phone/in-person, building relationships, and participating in coaching and team trainings to convert prospects into clients.

Lead design and delivery of a strategic learning curriculum for wealth advisors and client service staff, driving AI and platform adoption, stakeholder advocacy, process improvement, and M&A integration training. Build AI prompt guides and playbooks, measure adoption, partner with Technology/Product/Compliance, and present recommendations to leadership to improve workflows and enable faster ramp of acquired teams.

The Director of Philanthropic Services advises high-net-worth clients on charitable giving strategies, manages philanthropic initiatives, and integrates philanthropy into comprehensive wealth management.

The Tax Director will manage client relationships, oversee tax return processes, provide tax planning strategies, and mentor junior staff for UHNW clients, ensuring high-quality service without business development pressures.

The Private Market Specialist provides operational support, manages client subscriptions, ensures compliance, and maintains data integrity for the Private Investments team.

The Executive Assistant provides high-level administrative support to senior executives, managing calendars, travel, communication, and project coordination to enhance operational efficiency.

Deliver virtual hands-on training and onboarding for client service and finance staff, maintain and update training curriculum, assess skills, provide coaching, and support day-to-day Wealth Management operational tasks (money movements, account maintenance, case management) while ensuring compliance and data integrity.

Oversee a fund-of-funds operations function: manage third-party administrators and auditors; perform shadow valuations, reconciliations, and capital account roll-forwards; prepare investment committee reports (IRR, MOIC, DPI/TVPI); maintain data integrity and controls; support due diligence, audits, and process improvements for alternatives investments.

Serve as main investment contact for Wealth Advisors: consult on portfolio strategy, execute and audit portfolio implementations, transition accounts to Mercer models, manage workflows to meet SLAs, provide analytics and process improvement, and support training of new hires.

The Director of Financial Planning leads financial planning efforts for UHNW clients, overseeing a team, implementing processes, and enhancing client service efficiency.