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Manages Content team workflows, project requests, webinar logistics, vendor relationships, employee onboarding, shared inboxes, support tickets, and process documentation. Tracks projects in Monday.com, coordinates stakeholders, maintains employee marketing profiles, and identifies opportunities to improve processes through automation, AI, and technology. Supports marketing operations and special projects while ensuring requests are prioritized, completed accurately, and delivered on time.

The Process Engineer will lead operational discovery and integration planning for newly acquired partner firms. Responsibilities include documenting workflows and systems, mapping current-state operations to Mercer Advisors’ architecture, identifying gaps and risks, building repeatable integration frameworks, sequencing post-close releases, maintaining process documentation, supporting change management, and coordinating with Legal, Finance, Operations, Technology, and leadership. Regular travel to partner locations is required.

Lead Mercer Advisors' Wealth Enablement function: centralize content strategy and curriculum, build a domain-specialized L&D team, create scalable AI-enabled training and playbooks, drive advisor adoption and measurable behavioral change, support M&A integrations, and partner cross-functionally to align enablement with product and field delivery.

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

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.

Lead product strategy, roadmap, and execution for the Regis UHNW platform. Drive discovery, workflow and solution design, partner with engineering and advisory teams, manage cross-functional alignment, and measure adoption and client/advisor experience improvements.

Lead analytics for Community Marketing programs: define measurement frameworks, build Power BI dashboards, run analyses across referrals/events/COI, deliver executive insights, forecast leads/opportunities, and partner cross-functionally to optimize program performance and reporting.

Lead client relationships and oversee preparation, review, and delivery of income tax returns, projections, and analyses for high-net-worth individuals, trusts, and businesses. Perform tax research, respond to notices, mentor tax staff, communicate tax law changes to clients, and ensure timely, accurate tax services in a hybrid work environment.

Serve as lead tax advisor for ultra-high-net-worth families, building multi-year tax strategies, overseeing compliance and controversy matters, managing a team of UHNW tax professionals, coordinating with external advisors, identifying planning opportunities (including cross-border issues), and supporting business development and service model evolution.