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Supports investment research through asset market analysis, fund manager due diligence, performance and risk analysis, portfolio strategy evaluation, and investment documentation. Prepares materials for investment committees, contributes to capital markets research and educational content, maintains investment policies, and assists with regulatory audits. The role requires quantitative analysis, financial modeling, strong communication, and proficiency with Excel and investment research platforms.

The Regional Vice President builds relationships with prospective wealth management clients, assesses their financial needs, presents tailored solutions, and manages the sales pipeline from initial engagement through conversion. The role requires financial services sales expertise, investment management knowledge, licensing, CRM proficiency, strong organizational skills, and a client-focused, growth-oriented mindset. Responsibilities involve working with clients via Zoom, phone, and in person, collaborating across the organization, and maintaining availability during standard business hours with flexibility to travel.

Build relationships with prospective wealth management clients, understand their financial needs, present tailored Mercer Advisors solutions, and manage the full sales pipeline from prospecting through conversion. The role requires strong financial services expertise, client relationship skills, CRM and pipeline management experience, applicable securities licensing, and flexibility to travel.

Supports client service requests, researches and resolves client concerns, maintains client information in a CRM, completes administrative tasks, and assists with special projects. The intern works with local and centralized teams, follows compliance and risk procedures, ensures documentation requirements are met, and contributes to a positive client experience. This is a 10-week, full-time, in-office internship focused on professional development, mentorship, and financial services experience.

The Tax Manager leads high-net-worth client relationships and prepares, reviews, and signs individual, trust, and business tax returns. Responsibilities include quarterly estimates, projections, tax research, client communication, tax notice responses, analysis, staying current on tax law, and mentoring tax staff. The role requires strong tax and accounting knowledge, CPA or EA certification, excellent organization, and the ability to manage high volumes of work.

Lead the firm's annuity business as product owner: define strategy, manage product lifecycle and carrier relationships, drive advisor adoption, coordinate cross-functional integration, oversee due diligence and governance, develop advisor guidance, and optimize operational efficiency to grow annuity assets, revenue, and retirement income solution adoption.

Build relationships with prospective wealth management clients, understand their financial needs, present tailored Mercer Advisors solutions, and manage the complete sales pipeline. The role drives sales momentum, nurtures prospects, delivers a strong client experience, and collaborates across the organization. It requires financial services sales expertise, investment management knowledge, appropriate securities licensing, CRM proficiency, organizational skills, and flexibility to travel.

The Wealth Advisor manages relationships with affluent clients, identifies financial goals, analyzes their financial situations, and develops comprehensive recommendations covering investments, tax, estate planning, and insurance. The role focuses on client retention, fiduciary service, regulatory compliance, portfolio analysis, and communicating complex financial solutions. Advisors collaborate with internal specialists and may support practice growth through referrals. The position requires hybrid work and up to 20% travel for client meetings and training.

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.