Top Tech Jobs & Startup Jobs in NYC, NY

Support Regional Vice Presidents and Wealth Management teams by onboarding new clients, driving prospecting and sales momentum, coordinating events and reports, engaging channel partners, participating in prospect meetings, and ensuring smooth handoffs and excellent client experience. Occasional travel to branch offices and events required.

The Tax Support Specialist assists the tax practitioner team by handling administrative and client-facing tasks, ensuring efficient workflow and client satisfaction through effective communication and organization.

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 Director of Client Development will lead a team of Financial Planners, ensuring operational excellence, mentoring staff, and managing workflow efficiency while producing prospect financial plans.

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

Serve as primary investment contact for Wealth Advisors: consult on portfolio strategy, manage implementations, support firm integrations, draft Envestnet proposals, audit portfolios, train new hires, and collaborate with Operations, Trading, Compliance, and Portfolio Management to meet SLAs and support business development.

Support tax team operations by onboarding new tax clients, entering and verifying client data, generating fee quotes, assisting billing/invoicing, supporting employee onboarding and integrations, monitoring workflow and data integrity, communicating with clients and stakeholders, and performing general administrative and process improvement tasks.

Lead product strategy and execution for Mercers Investment Platform across Trading, Billing, Cash Management, Client Reporting, and Investment Proposal. Drive cross-functional initiatives, prioritize enhancements, manage integrations, support escalations, and ensure adoption and operational scale through stakeholder collaboration and process documentation.

Lead and support investment research via manager due diligence, asset-class and capital markets analysis, performance attribution, risk monitoring, and documentation. Produce materials for the Investment Committee, maintain investment policies, collaborate on audits, and develop tools and educational content to support the firm’s investment platform.