Jobs at Mercer Advisors

Supports client service requests, researches and resolves client concerns, maintains client information in a CRM, completes administrative tasks, and assists with special projects. The intern works with local and centralized teams, follows compliance and risk procedures, ensures documentation requirements are met, and contributes to a positive client experience. This is a 10-week, full-time, in-office internship focused on professional development, mentorship, and financial services experience.

Manages client service delivery for a wealth management team, ensuring commitments, workflows, follow-ups, and client touchpoints are completed accurately. Partners with Wealth Advisors on service models, client segmentation, strategic planning, satisfaction metrics, retention, and business growth. Resolves client issues, coordinates with internal departments, supports prospect meetings and onboarding, and identifies opportunities to deepen relationships. Requires strong communication, organization, problem-solving, CRM proficiency, and the ability to collaborate and influence across teams.

Performs monthly billing audits, fee calculations, account reconciliation, billing instruction updates, and fee collection for investment management clients. Investigates failed or rejected transactions, resolves discrepancies, maintains collection records, reports on aged receivables, and recommends process improvements. The role collaborates with advisors, Client Service, Trading, and other stakeholders to ensure accurate and timely billing.

The Tax Manager leads high-net-worth client relationships and prepares, reviews, and signs individual, trust, and business tax returns. Responsibilities include quarterly estimates, projections, tax research, client communication, tax notice responses, analysis, staying current on tax law, and mentoring tax staff. The role requires strong tax and accounting knowledge, CPA or EA certification, excellent organization, and the ability to manage high volumes of work.

Provides legal guidance on mergers and acquisitions, contract negotiations, corporate governance, and related matters. Responsibilities include drafting and negotiating agreements, conducting M&A due diligence, advising on legal and regulatory issues, collaborating with business partners, overseeing outside counsel, and monitoring legal developments. The role requires a law degree, bar licensure, and at least four years of legal experience, with M&A expertise required and financial services or securities law experience preferred.

Lead the firm's annuity business as product owner: define strategy, manage product lifecycle and carrier relationships, drive advisor adoption, coordinate cross-functional integration, oversee due diligence and governance, develop advisor guidance, and optimize operational efficiency to grow annuity assets, revenue, and retirement income solution adoption.

Manages Content team workflows, project requests, webinar logistics, vendor relationships, employee onboarding, shared inboxes, support tickets, and process documentation. Tracks projects in Monday.com, coordinates stakeholders, maintains employee marketing profiles, and identifies opportunities to improve processes through automation, AI, and technology. Supports marketing operations and special projects while ensuring requests are prioritized, completed accurately, and delivered on time.

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.

Leads Mercer Advisors’ financial planning function by standardizing processes, developing playbooks, improving internal systems, and overseeing a centralized team of planners. Responsibilities include training and mentoring planners and wealth management teams, codifying best practices, supporting complex client planning, monitoring industry and regulatory trends, creating planning content, and promoting financial planning expertise across the organization.

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.

Design, develop, and maintain custom Salesforce solutions (Apex, Visualforce, Lightning). Build AI-powered features using Salesforce Einstein and Agentforce, lead integrations, ensure data quality for AI readiness, manage deployments, test deliverables, and mentor junior developers.

Lead analytics for Wealth Solutions: analyze client segmentation, revenue, and operational data; build models for capacity and workforce planning; produce insights and recommendations for senior leadership; partner with BI and Finance to improve advisor productivity, client experience, retention, and revenue growth; support strategic projects and translate complex data into clear presentations.

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

Lead Mercer Advisors' tax-to-wealth growth strategy, building scalable playbooks, marketing and enablement programs, and opportunity management processes to convert tax-only clients to comprehensive wealth management clients. Drive integration and activation of acquired tax practices, partner with Client Development and market leaders on pipeline, forecasting, and conversion, and own performance measurement, executive reporting, and program governance to grow revenue and AUM.

Lead a team of 13 financial planners producing prospect financial plans to drive new client acquisition. Manage capacity, workflow, KPIs, financial modeling, and reporting. Hire, train, mentor staff, implement process improvements and automation, collaborate with senior stakeholders, and serve as an individual CFP practitioner contributing to proposals and strategy.

Lead and manage a team of Portfolio Consultants to deliver investment management and concierge service to Wealth Advisor teams. Drive process improvements, resource allocation, workflow management, investment strategy communication, trade oversight, and mentor staff to ensure accuracy, efficiency, and KPI achievement.

Lead product strategy, roadmap, and execution for the Regis UHNW platform. Drive discovery, workflow and solution design, partner with engineering and advisory teams, manage cross-functional alignment, and measure adoption and client/advisor experience improvements.

Lead analytics for Community Marketing programs: define measurement frameworks, build Power BI dashboards, run analyses across referrals/events/COI, deliver executive insights, forecast leads/opportunities, and partner cross-functionally to optimize program performance and reporting.

Lead product ownership for Advisor Experience, owning roadmap from discovery to delivery. Build integrations and AI features (Aspen AI, client portal), deliver advisor capacity and transition tools, work with engineering/design/data and external partners, and drive Client Excellence KPIs (Net Revenue Retention, NPS, advisor retention, transition success).

Lead client relationships and oversee preparation, review, and delivery of income tax returns, projections, and analyses for high-net-worth individuals, trusts, and businesses. Perform tax research, respond to notices, mentor tax staff, communicate tax law changes to clients, and ensure timely, accurate tax services in a hybrid work environment.