Jobs at Mercer Advisors

Lead and grow a multidisciplinary creative team to develop brand-aligned, performance-driven campaigns across digital, print, video, and social. Translate business objectives into creative strategies, oversee concept-to-execution, collaborate with analytics and marketing, and ensure consistent, high-quality brand outputs while managing projects, resources, and cross-functional partnerships.

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

Drive regional wealth-management sales by engaging prospective clients (virtual, phone, in-person), owning and converting the sales pipeline, presenting tailored financial solutions, leveraging firm resources, building and nurturing client relationships, and pursuing personal and regional growth opportunities while meeting travel and scheduling needs.

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 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.

Design, develop, and maintain custom Salesforce solutions (Apex, Visualforce, Lightning). Build AI-powered features using Salesforce Einstein and Agentforce, lead integrations, ensure data quality for AI readiness, manage deployments, test deliverables, and mentor junior developers.

Lead analytics for Wealth Solutions: analyze client segmentation, revenue, and operational data; build models for capacity and workforce planning; produce insights and recommendations for senior leadership; partner with BI and Finance to improve advisor productivity, client experience, retention, and revenue growth; support strategic projects and translate complex data into clear presentations.

The Senior Analyst, Revenue Operations is responsible for delivering analytical insights, enhancing forecasting accuracy, and optimizing revenue processes while collaborating with various departments.

Prepare and deliver income tax returns, projections, and analyses for high-net-worth individuals, trusts, and businesses. Communicate with clients, perform tax research, respond to notices, coordinate tax support staff, and stay current on tax law. Support wealth advisors and ensure timely, accurate tax services.

The Director, Targeted Acquisition leads the AI-driven marketing program, focusing on strategy, campaign execution, and enhancing client engagement through targeted outreach.

Lead the firm's annuity business as product owner: define strategy, manage product lifecycle and carrier relationships, drive advisor adoption, coordinate cross-functional integration, oversee due diligence and governance, develop advisor guidance, and optimize operational efficiency to grow annuity assets, revenue, and retirement income solution adoption.

Lead Mercer Advisors' tax-to-wealth growth strategy, building scalable playbooks, marketing and enablement programs, and opportunity management processes to convert tax-only clients to comprehensive wealth management clients. Drive integration and activation of acquired tax practices, partner with Client Development and market leaders on pipeline, forecasting, and conversion, and own performance measurement, executive reporting, and program governance to grow revenue and AUM.

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

Full life-cycle recruiter partnering with hiring managers across Wealth Management, Technology, and corporate functions. Source, screen, interview, and evaluate candidates; manage ATS (Greenhouse); coach TA team; negotiate agency relationships; create job postings; track recruitment metrics; and drive talent acquisition strategy and candidate experience.

Lead a team of 13 financial planners producing prospect financial plans to drive new client acquisition. Manage capacity, workflow, KPIs, financial modeling, and reporting. Hire, train, mentor staff, implement process improvements and automation, collaborate with senior stakeholders, and serve as an individual CFP practitioner contributing to proposals and strategy.

Lead and manage a team of Portfolio Consultants to deliver investment management and concierge service to Wealth Advisor teams. Drive process improvements, resource allocation, workflow management, investment strategy communication, trade oversight, and mentor staff to ensure accuracy, efficiency, and KPI achievement.

The Tax Manager leads client relationships, prepares and reviews tax returns for high-net-worth clients, conducts tax research, and mentors junior tax staff, ensuring excellent client communication and compliance with tax laws.

As a Tax Manager, you'll lead client relationships, prepare and review tax returns, conduct tax research, and mentor staff while providing excellent client service.

The Sr. Manager, New Partner Compensation Programs is responsible for overseeing the compensation strategy and integration for acquired partner firms within Mercer Advisors, ensuring alignment across departments and effective execution of compensation frameworks post-merger.

The Tax Manager leads client relationships, prepares and reviews tax returns, and provides tax compliance services for high-net-worth clients, mentoring junior staff.