Jobs at Mercer Advisors

The Relationship Manager I oversees client service excellence in the Wealth Management team, ensuring service commitments, managing workflows, and enhancing client relationships, with a clear career path for advancement.

The Infrastructure Operations Specialist ensures operational reliability of technology infrastructure through monitoring, incident response, and coordination, focusing on operational support and compliance.

The Partner Integration Compliance Manager will oversee compliance activities related to marketing materials, ensuring conformity with relevant laws and regulations, and supporting the integration of acquired businesses into Mercer Advisors' compliance framework.

The Manager, Legal Assistant oversees service specialists in the Estate Planning team, ensuring quality client interaction, managing administrative tasks, and facilitating the estate planning process.

The Insurance Coordinator supports life, long-term care, disability, and annuity products by managing insurance applications, ensuring client satisfaction, and maintaining records.

The Acquisition Data, Automation, and Tech Specialist manages acquisition systems, optimizing workflows, and using automation tools to enhance marketing efficiency. This role requires strong expertise in Salesforce and BI/reporting tools, along with a focus on operational reliability and AI integration.

The Director of Client Development will lead a team of Financial Planners, ensuring operational excellence, mentoring staff, and managing workflow efficiency while producing prospect financial plans.

The Private Market Specialist provides operational support to the Private Investments team, managing client subscriptions and ensuring compliance, while fostering client relationships.

The Sr. Manager, New Partner Compensation Programs is responsible for overseeing the compensation strategy and integration for acquired partner firms within Mercer Advisors, ensuring alignment across departments and effective execution of compensation frameworks post-merger.

The Talent Developer I will deliver training programs for client service team members, support onboarding, and ensure operational efficiency in a collaborative environment.

The Program Manager oversees curriculum development, tracks field interactions, manages reporting with Insights team, and ensures platform integrations for Relationship Expansion programs, balancing operations and collaboration with field teams.

The Director, Client Relationship Expansion leads program delivery and advisor coaching to enhance client relationships. Responsibilities include market activation, advisor development, and continuous program improvement, primarily within financial advisory contexts.

The Senior Analyst, Revenue Operations is responsible for delivering analytical insights, enhancing forecasting accuracy, and optimizing revenue processes while collaborating with various departments.

The Talent Acquisition Partner is responsible for managing the full recruitment lifecycle, sourcing candidates, and collaborating with hiring managers to fulfill staffing needs across the organization.

The Client Development Coordinator provides administrative and operational support to the regional team, coordinating meetings, preparing materials, managing data, and enhancing client outreach efforts.

The Tax Director leads tax planning strategies for high-net-worth clients, reviews tax returns, and partners with client development teams to enhance client relations. Requires extensive tax knowledge and client service experience.

The Trade Support Specialist will manage trading processes, resolve errors, ensure compliance, and maintain relationships with trading desks and clients.

Lead end-to-end tax client and advisor experience by redesigning processes, improving capacity and quality, implementing telemetry, and partnering cross-functionally to modernize tax delivery and drive adoption.

The Senior Director, Sales Performance & Enablement will enhance sales execution, manage onboarding for new RVPs, and improve measurable sales outcomes through enablement strategies in a financial services context.

The Senior Manager, Deal Desk oversees the deal governance framework, ensuring proper intake, analysis, and approval of non-standard commercial requests while improving efficiency and decision-making in deal evaluations.