Jobs at Mercer Advisors

The Tax Manager leads client relationships and manages tax compliance services for high-net-worth clients, including tax return preparation and projections. He or she mentors staff and stays updated on tax laws, ensuring accurate communication and response to clients' tax-related inquiries.

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 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.

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.

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.

Serve as primary advisor for 150-250 Wealth Path clients, onboard/transition new clients, support regional leadership as SME across investments, tax, estate, insurance and financial planning, present planning modules, manage client communications, meet retention and referral goals, and travel for client meetings and trainings.

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

The Wealth Advisor builds client relationships and provides comprehensive financial solutions, including planning, investments, and compliance, while acting as a fiduciary.

The Wealth Advisor functions as a primary advisor for clients, ensuring retention and onboarding, supporting financial planning, managing communications, and delivering presentations while working under management oversight.

Support advisors by preparing, updating, delivering, and implementing comprehensive financial plans using eMoney and portfolio tools. Perform portfolio and tax analysis, co-present planning recommendations, mentor junior planners, and improve processes to enhance client experience and retention. Collaborate across teams and provide both supervised and unsupervised financial planning advice.

Serve as a client-facing Relationship Manager I supporting Wealth Advisors by ensuring consistent service delivery, managing client workflows and touchpoints, resolving issues, tracking satisfaction and KPIs, supporting client retention and growth, and collaborating across planning, operations, and compliance to execute the advisory teams service model.

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.

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.

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

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

Advise and deepen relationships with affluent clients by developing comprehensive financial plans, recommending investment and tax/estate solutions, coordinating with in-house experts, ensuring compliance, and growing the practice through referrals. Travel up to 20% and work hybrid in a professional office environment.

Build and maintain relationships with prospective wealth management clients via Zoom, phone, and in person; present tailored investment and financial planning solutions; own and convert the sales pipeline from prospecting to close; collaborate across Mercer resources; act as a self-motivated leader and pursue growth opportunities. Flexibility to travel and proficiency with CRM and office tools required.

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 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.