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
The Integrated Marketing Manager drives growth by coordinating the development and execution of multi-channel marketing campaigns. This role ensures alignment across internal and external teams, manages campaign timelines, and maintains visibility into deliverables across digital and traditional channels, including website, SEO/SEM, paid media, email, and more. While not responsible for individual channel strategy, this role partners closely with channel owners to deliver cohesive, integrated campaigns. Ideal candidates are highly organized, collaborative, and skilled at managing complex workflows to ensure campaigns launch efficiently and effectively.
Essential Job Functions and Responsibilities
Strategic Input & Growth Focus
- Own the integrated campaign calendar, ensuring timely and efficient delivery of marketing initiatives.
- Collaborate with subject matter experts to gather insights that inform overarching campaign concepts and messaging.
- Contribute to strategic planning by identifying opportunities for integrated campaign themes that align with business goals.
- Support innovation by coordinating with channel owners as they test into new modalities (e.g., AI tools, video marketing).
Project Management & Execution
- Lead end-to-end campaign development from brief through execution, ensuring timely delivery across marketing channels..
- Manage detailed project timelines, deliverables, and dependencies to keep initiatives on track.
- Facilitate regular check-ins and status updates to ensure alignment and transparency across stakeholders.
- Contribute to post-campaign reviews and knowledge sharing to inform future initiatives.
Cross-Functional Collaboration
- Serve as the central point of coordination between internal teams (creative, digital, analytics, channel owners, compliance). Potential for coordination with some external teams, as well (agencies, vendors).
- Partner with analytics team and channel owners to monitor campaign performance and adjust tactics as needed to optimize results.
- Collaborate with creative teams to ensure assets follow briefs, meet channel specifications and adhere to brand standards.
- Provide clear, constructive feedback to support refinement and finalization of deliverables.
- Act as a quality control checkpoint to ensure consistency and cohesion across campaign elements.
Process Optimization & Organization
- Develop and refine workflows to improve campaign efficiency and reduce bottlenecks.
- Implement tools and systems to enhance visibility into campaign progress and channel performance.
- Share learnings, best practices, and feedback to support continuous improvement across the team.
Maintain organized documentation of campaign briefs, assets, timelines, and results.Required Knowledge, Skills & Abilities
- 5+ years of experience in integrated marketing, campaign management, or digital marketing roles.
- Proven track record of managing multi-channel marketing campaigns from concept to execution.
- Experience with (or willingness to learn) technical project management tools like Monday.com.
- Experience working in fast-paced, cross-functional environments with multiple stakeholders.
- Excellent communication and interpersonal skills; able to influence and align cross-functional teams.
- Highly organized, detail-oriented, and proactive in identifying and solving problems.
- Creative thinker with a strong sense of brand and customer experience.
Work Schedule:
Monday through Friday, 8:00AM – 5:00PM
Working Conditions:
Professional office environment. Working inside. Standing and sitting. No heavy lifting over 20 lbs.
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 are a resident of California, learn more about Mercer's California Consumer Privacy Policy here.
Similar Jobs
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.
