Why Work at Mercer Advisors?
For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.*
Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible.
Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country.
* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology here.
Job Summary
Mercer Advisors is seeking a highly organized, strategic, and solutions-oriented Director to lead the operational backbone of our national Community Marketing initiatives. This role will oversee a team responsible for executing high-impact events, sponsorships, and special projects across markets, driving operational excellence, scalability, and measurable outcomes. As a player-coach, this leader will optimize systems, strengthen vendor partnerships, and build processes that fuel growth and efficiency.
Key Responsibilities
- Lead the Community Marketing Operations function, managing project intake, planning, logistics, and execution of strategic events and initiatives nationwide.
- Act as a strategic thought partner to the Senior Director of Community Marketing, contributing to long-term planning, process innovation, and cross-functional alignment.
- Manage and mentor a team of operations specialists, fostering a culture of excellence, accountability, and continuous improvement.
- Oversee venue sourcing, vendor negotiations, contract execution, and event logistics including catering, AV, transportation, and setup/teardown.
- Partner with the marketing team to ensure seamless execution of invitations, presentations, signage, and branded collateral.
- Administer event registration platforms and ensure accurate RSVP tracking, attendee data management, and reporting.
- Maintain and expand vendor relationships, including a centralized database of preferred venues and suppliers.
- Own post-event analytics, including Salesforce campaign setup, attendance tracking, ROI analysis, survey feedback, and budget reconciliation.
- Manage intake and execution of sponsorships and special projects, ensuring alignment with regional strategy and business goals.
- Ensure all event-generated leads are properly captured, tracked, and handed off for timely follow-up and conversion.
Requirements
- 6–8+ years of experience in marketing operations, event management, or project management, ideally in a multi-market or national capacity.
- Proven experience leading teams and managing complex, high-stakes projects with precision and agility.
- Deep understanding of event logistics, vendor management, and marketing workflows.
- Proficiency with event registration platforms (e.g., Cvent, EventSpark) and CRM systems (e.g., Salesforce).
- Exceptional judgment, decision-making, and problem-solving skills in fast-paced environments.
- Ability to travel up to 30%
Benefits:
Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:
- Company Paid Basic Life & AD&D Insurance
- Company Paid Short-Term and Long-Term Disability Insurance
- Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
- Three medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
- Health Savings Account (HSA) with company contributions on a per pay period basis if enrolled in either HDHP medical plan.
- Two comprehensive Dental Plans
- Vision Insurance Plan
- Dependent Care Savings Account for child and dependent care.
- 14 Company Paid Holidays with a full week off at Thanksgiving.
- Generous paid time off program for vacation and sick days
- Employee Assistance Plan
- Family Medical Leave
- Paid Parental Leave (6 weeks)
- Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 weeks) to provide time for recovery, baby bonding, and enjoying your family time.
- Adoption Assistance Reimbursement Program
- Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.
- 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match
- Pet Insurance
We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.
Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws. Mercer Advisors provides equal employment opportunity in all aspects of employment and employee relations, including recruitment, hiring, training and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and all other terms, conditions, and privileges of employment in accordance with applicable federal, state, and local laws.
If you need an accommodation seeking employment with Mercer Advisors, please email [email protected]. This email is for accommodation requests only. Accommodations are made on a case-by-case basis.
Applicants have rights under federal employment laws:
- Family and Medical Leave Act (FMLA)
- Employee Polygraph Protection Act (EPPA)
- Equal Employment Opportunity (EEO)
U.S. Federal law requires all employers to verify the identity and employment eligibility of all persons hired to work in the United States. Mercer Advisors participate in E-Verify to confirm work authorization.
- E-Verify
- Right to Work
If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here.
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What We Do
Established in 1985, Mercer Advisors is a total wealth management firm dedicated to providing clients with financial clarity, investment insight, and long-term collaborative partnerships. Our comprehensive suite of services includes financial planning, investment management, asset protection and risk management, estate, tax, and legacy planning, retirement plan design and administration, and family wealth office services. These services are delivered holistically, rooted in the latest academic and industry findings, customized to the specific needs of each client, and delivered with a fiduciary standard of care.
Our mission is to help people lead fulfilling lives by providing objective, timely advice within the context of their unique dreams and desires.
