Jobs at Mercer Advisors

The Financial Planner prepares customized financial plans, collaborates with Wealth Advisor teams, utilizes financial planning tools, and manages client documentation.

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

The Senior Tax Director leads tax planning strategies for UHNW clients, ensures compliance, and builds long-term client relationships, with no audit work involved.

The Tax Director will manage client relationships, oversee tax return processes, provide tax planning strategies, and mentor junior staff for UHNW clients, ensuring high-quality service without business development pressures.

The Managing Director, Client Development will oversee growth strategies, manage and mentor Regional Vice Presidents, and engage in high-value prospecting while ensuring adherence to company standards.

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 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.