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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.

The Process Engineer will lead operational discovery and integration planning for newly acquired partner firms. Responsibilities include documenting workflows and systems, mapping current-state operations to Mercer Advisors’ architecture, identifying gaps and risks, building repeatable integration frameworks, sequencing post-close releases, maintaining process documentation, supporting change management, and coordinating with Legal, Finance, Operations, Technology, and leadership. Regular travel to partner locations is required.

The Associate Wealth Advisor supports Senior Wealth Advisors by managing client relationships, preparing financial plans, and coordinating with experts to achieve client financial goals.

Leads Mercer Advisors’ financial planning function by standardizing processes, developing playbooks, improving internal systems, and overseeing a centralized team of planners. Responsibilities include training and mentoring planners and wealth management teams, codifying best practices, supporting complex client planning, monitoring industry and regulatory trends, creating planning content, and promoting financial planning expertise across the organization.

Serve as a client-facing Relationship Manager supporting wealth advisors by ensuring consistent service delivery, managing client workflows, resolving issues, tracking satisfaction and retention metrics, and supporting growth through proactive engagement, onboarding, and practice management. Acts as liaison across internal teams to enhance client experience and operational efficiency.

Serve as a client-facing Relationship Manager I supporting Wealth Advisors by ensuring consistent service delivery, managing client workflows, resolving issues, driving client follow-up, tracking service KPIs, supporting client segmentation and onboarding, and identifying growth and retention opportunities to improve advisor practice performance.

Lead Mercer Advisors' Wealth Enablement function: centralize content strategy and curriculum, build a domain-specialized L&D team, create scalable AI-enabled training and playbooks, drive advisor adoption and measurable behavioral change, support M&A integrations, and partner cross-functionally to align enablement with product and field delivery.

Client-facing role ensuring consistent delivery of wealth management service standards. Manage service workflows, partner with advisors on segmentation and retention, track satisfaction metrics, support business development and onboarding, and resolve client issues to deepen relationships.

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