Mercer Advisors

HQ
Denver
608 Total Employees
Year Founded: 1985

Mercer Advisors Benefits Overview

Compensation + Benefits

Offers 401(K)

Offers life insurance

Offers accidental death & dismemberment insurance

Offers disability insurance

Offers supplemental life insurance

Offers company equity

Offers employee discounts

Offers performance bonuses

Offers dental insurance

Offers vision insurance

Offers health insurance

Offers Health Savings Account (HSA)

Provides family medical leave

Offers generous parental leave

Work-Life Balance + Wellbeing

Offers company-sponsored outings

Offers an Employee Assistance Program (EAP)

Offers generous PTO

Provides paid sick days

Provides paid holidays

Provides bereavement leave

Career Growth + Development

Provides customized development tracks

Job training & conferences

Provides tuition assistance

Company Culture

Offers a remote work program

Provides a mobile phone discount

10 Days AgoSaved
In-Office
Charlotte, NC, USA
Financial Services
The Relationship Manager I ensures excellence in client service within Wealth Management, supporting advisors and enhancing client relationships through strategic partnership and oversight of service workflows.
Financial Services
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.
2 Days AgoSaved
Remote
USA
Financial Services
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.