Top Tech Jobs & Startup Jobs in NYC, NY

Lead Relationship Expansion program delivery across assigned markets: activate markets, coach advisors 1:1 and in groups, partner with Managing Partners, track pipeline, and contribute to program design and continuous improvement.

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.

Support compliance monitoring, testing, and branch audits for acquired firms during integration. Conduct risk assessments, audits, and branch exams; identify trends, document workpapers, track remediation action plans, assist policy development, and report to Compliance leadership while staying current on regulatory developments.

Design, implement, and administer the firm's enhanced-risk monitoring and supervision framework for clients, employees, advisors, and business practices. Develop risk-scoring and high-risk criteria, oversee enhanced due diligence, manage heightened supervision plans, perform risk assessments, produce dashboards and reports, and support regulatory readiness and audit documentation.

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

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.