Jobs at Mercer Advisors

Owns digital products, experiences, technologies, integrations, and processes supporting company growth. Responsibilities include setting product vision, managing roadmaps, defining requirements, coordinating cross-functional initiatives, maintaining data quality, overseeing integrations, managing technical projects, documenting workflows, tracking KPIs, and coordinating releases. The role requires hands-on product administration, strategic planning, stakeholder collaboration, and Agile project management experience.

Serve as primary trusted advisor for 150–250 clients, onboard and transition new clients, support regional leadership on investments, tax, estate and insurance, prepare and present financial planning modules, manage client communications, meet retention and referral goals, and travel for client meetings and trainings.

Wealth Advisor develops comprehensive financial recommendations for affluent clients, covering investments, tax, estate planning, insurance, and related needs. The role builds long-term client relationships, supports retention and referrals, communicates complex financial solutions, conducts portfolio reviews and asset allocation analysis, and ensures fiduciary, regulatory, and compliance standards. The position requires a CFP or accepted equivalent designation, Series 65 licensing, substantial advisory experience, and up to 20% travel.

Provides comprehensive financial planning and investment guidance to ultra-high-net-worth clients while supporting a Senior Wealth Advisor. Responsibilities include preparing financial plans, participating in client meetings, coordinating tax, estate, and portfolio specialists, managing client deliverables, translating complex concepts, ensuring regulatory compliance, and developing client relationships and advisory capabilities. The role requires fiduciary conduct, CFP-level expertise, Series 65 qualification, and up to 20% travel.

The Relationship Manager serves UHNW clients, enhancing client satisfaction, managing operations, and implementing advanced planning techniques. They aim to drive retention and growth in the Wealth Management Team by fostering client relationships and optimizing services.

Supports investment research through asset market analysis, fund manager due diligence, performance and risk analysis, portfolio strategy evaluation, and investment documentation. Prepares materials for investment committees, contributes to capital markets research and educational content, maintains investment policies, and assists with regulatory audits. The role requires quantitative analysis, financial modeling, strong communication, and proficiency with Excel and investment research platforms.

The Regional Vice President builds relationships with prospective wealth management clients, assesses their financial needs, presents tailored solutions, and manages the sales pipeline from initial engagement through conversion. The role requires financial services sales expertise, investment management knowledge, licensing, CRM proficiency, strong organizational skills, and a client-focused, growth-oriented mindset. Responsibilities involve working with clients via Zoom, phone, and in person, collaborating across the organization, and maintaining availability during standard business hours with flexibility to travel.

Prepares comprehensive financial plans covering cash flow, investments, retirement, Social Security, education, estate, tax, and risk management. Analyzes client documentation, uses financial planning software and CRM systems, collaborates with advisors and specialists, supports plan implementation, and improves workflows. The role requires strong analytical, organizational, communication, confidentiality, and client-service skills, with up to 10% travel.

Manages third-party asset management platforms and supports trading, custodial, and client service teams. Reviews accounts for accuracy and compliance with asset allocation policies, configures accounts, monitors trading and allocations, supports strategy reallocations, troubleshoots platform issues, and coordinates with compliance, investment strategy, asset managers, and client service teams.

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.

Build relationships with prospective wealth management clients, understand their financial needs, present tailored Mercer Advisors solutions, and manage the full sales pipeline from prospecting through conversion. The role requires strong financial services expertise, client relationship skills, CRM and pipeline management experience, applicable securities licensing, and flexibility to travel.

Supports client service requests, researches and resolves client concerns, maintains client information in a CRM, completes administrative tasks, and assists with special projects. The intern works with local and centralized teams, follows compliance and risk procedures, ensures documentation requirements are met, and contributes to a positive client experience. This is a 10-week, full-time, in-office internship focused on professional development, mentorship, and financial services experience.

The Tax Manager leads high-net-worth client relationships and prepares, reviews, and signs individual, trust, and business tax returns. Responsibilities include quarterly estimates, projections, tax research, client communication, tax notice responses, analysis, staying current on tax law, and mentoring tax staff. The role requires strong tax and accounting knowledge, CPA or EA certification, excellent organization, and the ability to manage high volumes of work.

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.

Supports Regional Vice Presidents by maintaining Salesforce data, managing pipelines, coordinating advisor routing and proposal requests, handling sales communications, protecting speed-to-lead, supporting events, and organizing prospect information for onboarding. The role improves sales execution, responsiveness, conversion, and operational efficiency in a high-volume financial services environment.

Build relationships with prospective wealth management clients, understand their financial needs, present tailored Mercer Advisors solutions, and manage the complete sales pipeline. The role drives sales momentum, nurtures prospects, delivers a strong client experience, and collaborates across the organization. It requires financial services sales expertise, investment management knowledge, appropriate securities licensing, CRM proficiency, organizational skills, and flexibility to travel.

The Wealth Advisor manages relationships with affluent clients, identifies financial goals, analyzes their financial situations, and develops comprehensive recommendations covering investments, tax, estate planning, and insurance. The role focuses on client retention, fiduciary service, regulatory compliance, portfolio analysis, and communicating complex financial solutions. Advisors collaborate with internal specialists and may support practice growth through referrals. The position requires hybrid work and up to 20% travel for client meetings and training.

Advises affluent clients on financial planning, investments, tax, estate planning, insurance, and portfolio strategies. Builds and retains long-term client relationships, identifies financial goals, develops tailored recommendations, explains complex solutions, 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 up to 20%.

Manages client service delivery within a wealth management team, partnering with advisors to oversee workflows, client follow-up, satisfaction metrics, retention, onboarding, and relationship growth. Resolves service issues, coordinates with internal departments, supports practice management, and identifies opportunities to deepen client relationships. The role requires strong communication, organization, problem-solving, CRM and workflow-tool proficiency, and the ability to influence and collaborate across teams.

Manages Content team workflows, project requests, webinar logistics, vendor relationships, employee onboarding, shared inboxes, support tickets, and process documentation. Tracks projects in Monday.com, coordinates stakeholders, maintains employee marketing profiles, and identifies opportunities to improve processes through automation, AI, and technology. Supports marketing operations and special projects while ensuring requests are prioritized, completed accurately, and delivered on time.