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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 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.

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.

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

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.

The Partner, Senior Wealth Advisor leads a team of advisors, focuses on business development, client acquisition, and integration of wealth management practices while ensuring high client retention and service quality.

Lead and grow a multidisciplinary creative team to develop brand-aligned, performance-driven campaigns across digital, print, video, and social. Translate business objectives into creative strategies, oversee concept-to-execution, collaborate with analytics and marketing, and ensure consistent, high-quality brand outputs while managing projects, resources, and cross-functional partnerships.