Jobs at Mercer Advisors

Manages client experience and service workflows within a wealth management team. Partners with Wealth Advisors to implement service models, track satisfaction and retention metrics, resolve client issues, complete post-meeting follow-ups, support onboarding and business development, and identify opportunities to deepen client relationships. Collaborates with financial planning, investment operations, and compliance teams while helping maintain service quality and practice efficiency.

Oversee client experience and service workflows for wealth management clients, ensuring commitments are delivered accurately and on time. Partner with Wealth Advisors on service models, client segmentation, satisfaction tracking, retention, and business growth. Resolve client issues, coordinate with internal teams, support prospect meetings and onboarding, and identify opportunities to deepen relationships through proactive engagement.

The Portfolio Consultant III supports Wealth Advisors with investment strategy, portfolio design, implementation, and client deliverables. Responsibilities include communicating investment philosophies, managing portfolio workflows, auditing implementations, troubleshooting inquiries, preparing analytics and proposals, supporting acquired firms, improving processes, presenting investment topics, and training new consultants. The role requires knowledge of capital markets, public and private investment vehicles, portfolio management, and collaboration with Operations, Compliance, Trading, and Portfolio Management teams.

The Tax Associate prepares tax returns and projections for clients, coordinates with tax staff, responds to tax inquiries, and stays updated on tax law.

Leads execution and growth of Mercer Advisors’ institutional nonprofit practice. Responsibilities include developing and closing OCIO and advisory mandates, managing nonprofit client service and retention, supporting strategy and P&L planning, building marketing and thought leadership, mentoring the team, and collaborating with investment, finance, legal, compliance, and client service functions. The role requires expertise in institutional investment strategy, nonprofit governance, fiduciary practices, consultative sales, and long-cycle institutional business development.

Advises affluent clients on financial planning, investments, tax, estate planning, insurance, and portfolio solutions. Builds and retains long-term client relationships, identifies financial goals, analyzes client circumstances, communicates complex recommendations, ensures regulatory compliance, and acts as a fiduciary. The role also supports organic practice growth through referrals and requires collaboration with internal specialists and travel for client meetings and training.

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 Wealth Advisor manages relationships with affluent clients, assesses their financial goals and circumstances, and develops comprehensive recommendations across investments, tax, estate planning, and insurance. The role focuses on client retention, fiduciary service, regulatory compliance, portfolio analysis, and organic practice growth through referrals. Advisors collaborate with internal specialists and communicate complex financial solutions. This hybrid position requires up to 20% travel for client meetings and training.

Owns the high-net-worth sales program from opportunity creation through handoff, including pipeline standards, Salesforce data governance, reporting, training, playbooks, specialist coordination, forecasting, and cross-functional issue resolution. The role partners with sales, IT, operations, marketing, compliance, and senior leaders to improve adoption, identify bottlenecks, support deal progression, and turn pipeline data into actionable recommendations.

The Wealth Advisor enhances client relationships and drives business growth by providing tailored financial solutions, ensuring compliance, and acting as a fiduciary.

Leads Mercer Advisors’ Trading, Operations, and Billing organization of 60+ professionals supporting over $100 billion in client assets. Oversees trading execution, portfolio operations, reconciliation, reporting, advisory fee billing, risk controls, compliance, and custodial coordination. Drives platform strategy, process redesign, automation, scalability, fiduciary oversight, and continuous improvement while partnering with investment, technology, compliance, finance, advisors, and client service teams. Develops leaders, strengthens governance, and serves as the senior escalation point for complex operational and client-impacting issues.

Prepare comprehensive personal financial plans covering investments, retirement, Social Security, education funding, estate planning, taxes, insurance, and risk management. Analyze client documents and data using financial planning software, Excel, CRM, and portfolio tools. Collaborate with advisors, sales teams, and internal specialists to develop tailored recommendations, maintain accuracy, support client delivery, and improve workflows. This entry-level role requires CFP coursework, strong analytical and organizational skills, and client confidentiality.

The Wealth Advisor manages relationships with affluent clients, assesses financial goals and circumstances, and develops comprehensive recommendations involving investments, tax, estate planning, insurance, and related solutions. The role focuses on client retention, fiduciary service, portfolio analysis, regulatory compliance, and organic practice growth through referrals. Advisors collaborate with internal experts, communicate complex financial concepts, and may travel up to 20% for client meetings and training.

Build relationships with prospective wealth management clients, understand their financial needs, present tailored Mercer Advisors solutions, and manage the sales pipeline from initial engagement through conversion. The role requires financial services expertise, investment management knowledge, CRM proficiency, relationship-building skills, and the ability to drive sales momentum in a high-volume environment. The Regional Vice President also collaborates across the organization, supports client goals, and may travel as needed.

Leads tax planning and compliance services for high-net-worth and ultra-high-net-worth clients. Responsibilities include reviewing and signing individual, gift, trust, corporate, and partnership tax returns; delivering tax projections and analysis; advising on entity structures, family businesses, wealth transfer, and philanthropy; managing client relationships; responding to tax notices; and mentoring tax professionals.

Leads Mercer Advisors' Growth organization roadmap, portfolio governance, operating cadence, revenue operations, field enablement, and conversion improvement initiatives. Manages a four-person Revenue Operations and Enablement team, coordinates cross-functional programs across Client Development, Marketing, Technology, and Analytics, drives onboarding and change management, and provides leadership with visibility into risks, progress, dependencies, and decisions required.

Develop and update comprehensive financial plans, analyze portfolios and tax strategies, and support advisors in delivering customized client recommendations. The role partners across teams to improve client outcomes, retention, and referrals; presents planning concepts; manages client-facing relationships; mentors colleagues; and improves planning procedures. Candidates need strong analytical, organizational, communication, and financial planning skills, relevant certifications or education, and the ability to manage multiple priorities and travel up to 20%.

Provides fiduciary financial planning and investment guidance to an established client base. The Wealth Advisor analyzes clients’ financial situations, develops recommendations, communicates investment, tax, estate, and insurance solutions, and builds long-term relationships to support retention and referrals. The role also performs portfolio reviews and asset allocation analysis, follows compliance requirements, collaborates with internal specialists, and travels up to 20% for client meetings and training.

The Regional Vice President builds relationships with prospective wealth management clients, assesses their financial needs, presents tailored Mercer Advisors solutions, and manages the full sales pipeline from prospecting through conversion. The role requires financial services sales expertise, investment management knowledge, licensing, CRM proficiency, strong organization, and flexibility to travel. The position operates in a high-volume, client-focused environment and offers base compensation plus sales incentives.

The Regional Vice President builds relationships with prospective wealth management clients, assesses their financial needs, presents tailored Mercer Advisors solutions, and manages the full sales pipeline from prospecting through conversion. The role requires financial services sales expertise, investment management knowledge, client relationship skills, CRM proficiency, and Series 65 or 66 licensing or an eligible professional designation. The position offers base compensation plus significant commission potential and requires flexibility to travel.