Jobs at Mercer Advisors

Build relationships with prospective wealth management clients, understand their financial needs, present tailored investment and financial planning solutions, and own the sales pipeline from prospecting through conversion. The role requires financial services sales expertise, strong client relationship skills, CRM and pipeline management, relevant securities licensing, and collaboration across the organization. It operates in a high-volume, client-focused environment with potential travel and incentive-based compensation.

Provides comprehensive financial planning and wealth management for a client book of 150–250 households. Responsibilities include investment, tax, estate, insurance, and retirement planning; preparing and presenting financial planning modules; onboarding clients; managing client communications; retaining and expanding client assets; supporting business development; coordinating internal resources; and maintaining compliance and service standards. The role requires a CFP designation, strong financial planning expertise, client relationship skills, and up to 50% travel.

Prepares income tax returns, quarterly estimates, projections, and tax analyses for high-net-worth individuals, trusts, and businesses. Responds to client and advisor tax questions, supports tax notice correspondence, coordinates workflow with tax staff, maintains data accuracy, and stays current on tax law. The role requires strong organization, communication, multitasking, and client-service skills in a fast-paced tax environment.

Provides fiduciary financial planning and investment guidance to established clients, identifying goals, analyzing financial situations, and recommending comprehensive solutions across investments, tax, estate planning, and insurance. Builds long-term client relationships, supports retention and referrals, communicates complex financial concepts, performs portfolio reviews and asset allocation analysis, and maintains compliance with regulatory and client-care standards.

Lead and support mergers and acquisitions through target valuation, financial due diligence, synergy analysis, deal-structure recommendations, and post-merger integration. Build financial models, coordinate diligence with internal teams and external advisors, prepare leadership and Board reporting, analyze transaction performance, and conduct market research. The role partners closely with the CFO, M&A principals, legal teams, consultants, and prospective sellers to improve Partner Development strategy and execution.

Build and maintain dbt transformation models and Power BI semantic layers on Microsoft Fabric. Establish data quality testing, observability, governance, CI/CD, documentation, and access controls. Partner with business and technology stakeholders to define reliable metrics and data products, optimize performance and costs, troubleshoot issues, and mentor analysts and engineers while advancing analytics engineering standards.

Serves as the primary trusted advisor for 150–250 clients, managing financial planning, investment, tax, estate, insurance, and retirement planning discussions. Responsibilities include client onboarding, retention, asset growth, financial plan preparation and presentations, advisor coordination, compliance, business development support, and mentoring junior planners. The role requires CFP certification, advanced financial knowledge, strong client communication, technology proficiency, and travel up to 50%.

Supports business management accounting and bookkeeping through general ledger coding, accounts receivable and payable, bank reconciliations, payroll processing, document management, research, and client/vendor liaison activities. The role requires strong organization, analytical ability, professionalism, customer service, and proficiency with Microsoft Office and business management accounting systems. It is a hybrid position with increased in-office training during the first 90 days.

Supervise business management accounting teams, review and analyze client financial statements, prepare financial reports and individual and business tax returns, develop tax projections, meet tight deadlines, and maintain client relationships. The role requires coordinating account managers and assistant bookkeepers while providing accurate, organized, and responsive financial services.

Leads tax client relationships for high-net-worth and ultra-high-net-worth individuals, trusts, and businesses. Reviews and signs tax returns, prepares projections and estimates, analyzes entity structures and tax strategies, responds to tax notices, researches tax law changes, communicates recommendations to clients and advisors, and mentors tax staff. The role requires strong public accounting and tax experience, CPA or EA credentials, and offers a hybrid work schedule.

Owns HRIS administration, configuration, integrations, security, reporting, analytics, data governance, compliance reporting, audits, and system optimization. Leads UKG-related implementations, releases, process improvements, vendor coordination, and cross-functional projects. Builds dashboards and executive reports, ensures data integrity, supports EEO reporting, develops training materials, and mentors People Team members on HR technology and reporting practices.

Leads ultra-high-net-worth tax services, including client relationships, tax return review and signing, projections, analysis, team coordination, performance management, coaching, and process improvement. Develops scalable procedures, supports CRM and technology initiatives, ensures service-level and client experience standards, and communicates tax concepts to clients and advisors. Requires strong individual and entity tax expertise, leadership experience, and CPA or EA credentials.

Direct the Business Transitions practice, advising business owners through M&A transactions and liquidity events. Model after-tax proceeds, evaluate deal structures, translate transaction mechanics into planning decisions, coordinate with bankers, attorneys, accountants, and Mercer advisors, and manage post-close handoffs. Build referral relationships with transaction professionals, develop market presence through events and speaking engagements, and support business development with prospective and existing clients.

Manage client relationships and day-to-day business management accounting activities, including financial statements, general ledger coding, investments, reconciliations, accounts payable and receivable, payroll, tax filings, insurance administration, and records management. The role also supervises assistants, ensures compliance and accuracy, handles client requests, and supports special projects.

Manages client service delivery for a wealth management team, ensuring commitments are completed accurately and consistently. Partners with Wealth Advisors on service models, client segmentation, communications, and practice management. Tracks satisfaction, retention, and service KPIs; resolves client issues; coordinates with internal departments; supports prospect preparation and onboarding; and identifies opportunities to deepen relationships and improve client engagement.

Provides accounts receivable and billing support for the Wealth Solutions Tax Department. Responsibilities include creating and tracking invoices, collecting payments, reconciling cash receipts, applying payments in CCH, recording activity in NetSuite, maintaining billing data integrity, managing client authorizations, tracking acquisition fees, resolving discrepancies, and reporting revenue and collections. The role collaborates with clients, vendors, accounting teams, department leaders, and other stakeholders.

The Wealth Advisor serves affluent clients by assessing financial goals, analyzing portfolios and financial situations, and recommending integrated investment, tax, estate, and insurance solutions. The role emphasizes fiduciary client service, relationship building, retention, compliance, portfolio reviews, asset allocation, and collaboration with internal experts. Candidates must hold a CFP or approved equivalent designation and Series 65 license, with 7–10 years of relevant experience. The position is hybrid and requires up to 20% travel.

The Regional Vice President develops relationships with prospective wealth management clients, understands 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 licensure. The position operates in a high-volume environment and includes potential travel and incentive compensation through sales commissions.

Prepare and deliver income tax returns, quarterly estimates, projections, tax research, and analyses for high-net-worth individuals, trusts, and businesses. Communicate tax matters clearly to clients and wealth advisors, respond to tax questions and notices, coordinate workflow with tax support staff, and stay current on tax law changes. The role requires client service, organization, multitasking, and availability during tax season, including occasional Saturdays.

Prepares income tax returns, quarterly estimates, projections, tax research, and analyses for ultra-high-net-worth individuals, trusts, and businesses. Communicates tax matters to clients and wealth advisors, responds to tax questions and notices, coordinates workflow with support staff, maintains data integrity, and stays current on tax law changes. The role requires strong client service, organization, communication, multitasking, and time-management skills, with flexibility for seasonal weekend hours.