The Investment Strategist works with regional advisor teams to provide portfolio construction and investment advice to high net worth clients, ensuring compliance and delivering thought leadership.

The Accounting Associate will perform bookkeeping tasks, including data entry in QuickBooks, bank reconciliations, and payroll management while collaborating with the tax team and ensuring accurate financial record-keeping.

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.

As a Wealth Strategist, you will assist advisors in creating comprehensive financial plans, analyzing client situations, and ensuring planning software is accurate while supporting various projects within the firm.

Provide comprehensive financial planning and investment advice to high-net-worth clients, support Regional leadership, prepare and present planning modules, manage client communications and referrals, ensure client retention and adherence to firm policies, and travel for client meetings and trainings.

Own and manage a sales pipeline to engage prospective wealth management clients, present tailored Mercer solutions, and convert relationships using financial expertise and organizational resources. Collaborate cross-functionally, travel as needed, and drive sales momentum while delivering a best-in-class client experience.

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

Assist in client services and administrative tasks, use CRM systems for client data, and ensure compliance with procedures. Gain professional experience in financial services.

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

The Portfolio Consultant II facilitates investment management services, advising on strategy, overseeing implementations, and enhancing advisor-client experiences. Requires investment knowledge and effective communication to deliver timely support and analysis.

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

The Associate Wealth Advisor deepens client relationships and supports a Senior Wealth Advisor by managing workflow, preparing for meetings, and developing financial solutions, while acting as a fiduciary for client interests.

Provide system administration and operational support as primary escalation for the service desk. Manage and monitor Microsoft 365, Entra ID, Azure and AWS infrastructure, SSO and SaaS integrations, email security, zero-trust access, office networking (firewalls, routers, switches, wireless), and endpoint management across Windows, macOS, iOS, and Android. Assist with migrations, automation, documentation, and security/compliance initiatives under established standards.

The Regional Vice President is responsible for expanding the RIA referral platform by developing relationships with channel partners to drive sales and acquire high net worth clients.

The Associate Vice President supports sales growth by managing client relationships, scheduling meetings, aiding the onboarding process, and ensuring accurate sales pipeline management.

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 Wealth Advisor manages a client book, ensuring client retention and onboarding new clients, while providing financial planning and support in investment, tax, and estate matters.

The Specialist will manage and optimize website content, oversee site maintenance, collaborate with teams for updates, and ensure alignment with brand standards.

The Financial Planner prepares personalized financial plans, analyzes client data, collaborates with advisors, and utilizes various software tools in financial planning.

The Relationship Manager I oversees client service excellence in the Wealth Management team, ensuring service commitments, managing workflows, and enhancing client relationships, with a clear career path for advancement.