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.

The Regional Vice President will engage and build client relationships to provide tailored wealth management solutions, driving sales in a collaborative environment.

The Senior Portfolio Consultant executes investment implementations for high net worth clients, collaborating with teams to optimize portfolios and deliver exceptional service.

The Senior Wealth Advisor builds relationships with high net worth clients, provides tailored financial solutions, and ensures compliance with regulations while working with a unified in-house team.

The Senior Wealth Advisor is responsible for managing relationships with ultra-high-net-worth clients, offering tailored financial solutions and leveraging in-house expertise to help clients achieve their financial objectives while ensuring compliance and client satisfaction.

The Relationship Manager I enhances client service in wealth management by ensuring service excellence, managing client interactions, and supporting growth and retention strategies. Responsibilities include workflow management, client satisfaction tracking, and collaboration with internal teams to meet client needs and deliver top-tier service.

Serve as primary trusted advisor to 150–250 clients, onboard 10–50 clients annually, support regional leadership on investments, tax, estate, insurance and financial planning, present planning modules, manage client communications, meet retention/referral goals, and travel for client meetings and trainings (up to 50%).

Provide administrative support to the in-house tax team, manage client tax documents, assemble and e-file returns, handle client communication and invoicing, assist workflow monitoring and process improvements, and support off-peak tax projects.

Support and drive sales by owning the sales pipeline, qualifying and engaging prospective clients via Zoom/phone/in-person, building relationships, and participating in coaching and team trainings to convert prospects into clients.

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.

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

The Relationship Manager oversees UHNW client relationships, ensuring exceptional service, managing operations, identifying growth opportunities, and coordinating with the Wealth Management Team.

The Relationship Manager I ensures excellent client service delivery, collaborates with Wealth Advisors, and tracks client satisfaction metrics while supporting retention and business growth efforts.

The Relationship Manager I supports Wealth Advisors by ensuring service excellence, managing client interactions, enhancing client experiences, and supporting business growth through client retention initiatives.

The Relationship Manager oversees client service delivery, ensuring service commitments are met, managing workflows, and supporting advisors in client retention and business growth activities.

The Tax Director will manage client relationships, oversee tax return processes, provide tax planning strategies, and mentor junior staff for UHNW clients, ensuring high-quality service without business development pressures.

The Relationship Manager I oversees client service excellence, partners with Wealth Advisors, manages workflows, and enhances client experiences while supporting retention and business growth.

The Private Market Specialist provides operational support, manages client subscriptions, ensures compliance, and maintains data integrity for the Private Investments team.

The Financial Planner will prepare comprehensive financial plans, collaborate with sales teams, and utilize various financial planning software tools to support clients' financial objectives.

The Relationship Manager assists Wealth Advisors by ensuring excellent client service, managing workflows, tracking satisfaction metrics, and supporting client retention and growth efforts.