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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.

Own the end-to-end advisor experience strategy and product roadmaps for Mercer Advisors’ Aspen platform, including a joint roadmap with Avantos and Mercer-specific differentiation. Lead cross-functional product, design, engineering, data, BI, and enablement teams. Establish Advisor NPS, productivity, adoption, and client outcome metrics; prioritize initiatives; manage vendor partnerships; reduce workflow friction; and partner closely with advisors and business stakeholders to deliver measurable improvements.

Provides high-level administrative and operational support to multiple senior executives. Responsibilities include complex calendar and travel coordination, executive communications, confidential information management, meeting and event planning, reports and presentations, office process improvement, and cross-functional special projects. The role requires strong judgment, organization, discretion, communication, and proficiency with Microsoft Office applications.

Leads the Platform organization’s roadmap planning, agile development process, project execution, intake and prioritization frameworks, budget and resource tracking, metrics, and cross-functional coordination. Acts as a strategic partner to the Chief Platform Officer, driving accountability, surfacing risks, resolving blockers, and providing executive-facing reporting across product, engineering, data, finance, legal, compliance, and other central functions.

Oversee client experience and service workflows for wealth management clients, ensuring commitments are delivered accurately and on time. Partner with Wealth Advisors on service models, client segmentation, satisfaction tracking, retention, and business growth. Resolve client issues, coordinate with internal teams, support prospect meetings and onboarding, and identify opportunities to deepen relationships through proactive engagement.

The Portfolio Consultant III supports Wealth Advisors with investment strategy, portfolio design, implementation, and client deliverables. Responsibilities include communicating investment philosophies, managing portfolio workflows, auditing implementations, troubleshooting inquiries, preparing analytics and proposals, supporting acquired firms, improving processes, presenting investment topics, and training new consultants. The role requires knowledge of capital markets, public and private investment vehicles, portfolio management, and collaboration with Operations, Compliance, Trading, and Portfolio Management teams.

The Tax Associate prepares tax returns and projections for clients, coordinates with tax staff, responds to tax inquiries, and stays updated on tax law.

Leads execution and growth of Mercer Advisors’ institutional nonprofit practice. Responsibilities include developing and closing OCIO and advisory mandates, managing nonprofit client service and retention, supporting strategy and P&L planning, building marketing and thought leadership, mentoring the team, and collaborating with investment, finance, legal, compliance, and client service functions. The role requires expertise in institutional investment strategy, nonprofit governance, fiduciary practices, consultative sales, and long-cycle institutional business development.

Advises affluent clients on financial planning, investments, tax, estate planning, insurance, and portfolio solutions. Builds and retains long-term client relationships, identifies financial goals, analyzes client circumstances, communicates complex recommendations, 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 for client meetings and training.

Lead analytics for Wealth Solutions: analyze client segmentation, revenue, and operational data; build models for capacity and workforce planning; produce insights and recommendations for senior leadership; partner with BI and Finance to improve advisor productivity, client experience, retention, and revenue growth; support strategic projects and translate complex data into clear presentations.