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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.

Manages client service delivery for a wealth management team, ensuring commitments, workflows, follow-ups, and client touchpoints are completed accurately. Partners with Wealth Advisors on service models, client segmentation, strategic planning, satisfaction metrics, retention, and business growth. Resolves client issues, coordinates with internal departments, supports prospect meetings and onboarding, and identifies opportunities to deepen relationships. Requires strong communication, organization, problem-solving, CRM proficiency, and the ability to collaborate and influence across teams.

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.

The Senior Wealth Advisor builds relationships with high net worth clients, provides tailored financial solutions, and ensures compliance with regulations while working with a unified in-house team.

Leads a market as a player-coach, serving high-net-worth clients as a senior wealth advisor while coaching and developing other advisors. Responsibilities include financial planning, investment analysis, client retention, fiduciary advice, referral-driven practice growth, regulatory compliance, and coordination with tax, estate, insurance, and portfolio experts. The role also supports acquired-practice integration and requires up to 20% travel for client meetings and training.