Jobs at Mercer Advisors

The Tax Associate is responsible for preparing tax returns, projections, and analysis for high-net-worth clients, while collaborating with wealth management teams.

The Tax Support Specialist assists the tax practitioner team by handling administrative and client-facing tasks, ensuring efficient workflow and client satisfaction through effective communication and organization.

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

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

Serve as primary investment contact for Wealth Advisors: consult on portfolio strategy, manage implementations, support firm integrations, draft Envestnet proposals, audit portfolios, train new hires, and collaborate with Operations, Trading, Compliance, and Portfolio Management to meet SLAs and support business development.

Support tax team operations by onboarding new tax clients, entering and verifying client data, generating fee quotes, assisting billing/invoicing, supporting employee onboarding and integrations, monitoring workflow and data integrity, communicating with clients and stakeholders, and performing general administrative and process improvement tasks.

Manage local event project intake, planning, logistics, vendor relationships, and post-event measurement. Create event collateral, manage registrations and Salesforce campaigns, reconcile budgets, administer sponsorship approvals, and coordinate special projects with content, finance, and compliance teams.

Serve as primary investment liaison for Wealth Advisors: consult on portfolio strategy, manage and audit implementations, support integrations of acquired firms, create investment deliverables for prospects, coordinate with trading, compliance, and operations, and train/mentor new consultants to ensure timely, accurate service.

Lead product strategy and execution for Mercers Investment Platform across Trading, Billing, Cash Management, Client Reporting, and Investment Proposal. Drive cross-functional initiatives, prioritize enhancements, manage integrations, support escalations, and ensure adoption and operational scale through stakeholder collaboration and process documentation.

Lead and support investment research via manager due diligence, asset-class and capital markets analysis, performance attribution, risk monitoring, and documentation. Produce materials for the Investment Committee, maintain investment policies, collaborate on audits, and develop tools and educational content to support the firm’s investment platform.

The M&A Integrations Engineer leads the integration of infrastructure and applications post-acquisition, often traveling to assess firms' systems and migrating them to a cloud environment. Responsibilities include technical support and documentation, requiring strong communication across all levels of the organization.

The Senior Talent Acquisition Partner drives full life-cycle recruitment, collaborates with hiring managers, sources candidates, and enhances talent acquisition strategies across various departments at Mercer Advisors.

The Associate Wealth Advisor deepens client relationships and supports a Senior Wealth Advisor by managing workflow, preparing for meetings, and developing financial solutions, while acting as a fiduciary for client interests.

The Director, Targeted Acquisition leads the AI-driven marketing program, focusing on strategy, campaign execution, and enhancing client engagement through targeted outreach.

The Senior Portfolio Consultant executes investment implementations for high net worth clients, collaborating with teams to optimize portfolios and deliver exceptional service.

The Executive Assistant provides high-level administrative support to senior executives, managing calendars, travel, communication, and project coordination to enhance operational efficiency.

The Private Market Specialist provides operational support, manages client subscriptions, ensures compliance, and maintains data integrity for the Private Investments team.

The Director of Philanthropic Services advises high-net-worth clients on charitable giving strategies, manages philanthropic initiatives, and integrates philanthropy into comprehensive wealth management.