Jobs at Mercer Advisors

The Regional Vice President develops relationships with prospective wealth management clients, assesses their financial needs, presents tailored Mercer Advisors solutions, and manages the sales pipeline from prospecting through conversion. The role requires strong financial services expertise, client relationship skills, CRM proficiency, and the ability to drive sales in a high-volume environment. It may involve meetings by phone, Zoom, or in person, along with travel and occasional schedule flexibility.

Lead and support mergers and acquisitions through target valuation, financial due diligence, synergy analysis, deal-structure recommendations, and post-merger integration. Build financial models, coordinate diligence with internal teams and external advisors, prepare leadership and Board reporting, analyze transaction performance, and conduct market research. The role partners closely with the CFO, M&A principals, legal teams, consultants, and prospective sellers to improve Partner Development strategy and execution.

Build and maintain dbt transformation models and Power BI semantic layers on Microsoft Fabric. Establish data quality testing, observability, governance, CI/CD, documentation, and access controls. Partner with business and technology stakeholders to define reliable metrics and data products, optimize performance and costs, troubleshoot issues, and mentor analysts and engineers while advancing analytics engineering standards.

Owns HRIS administration, configuration, integrations, security, reporting, analytics, data governance, compliance reporting, audits, and system optimization. Leads UKG-related implementations, releases, process improvements, vendor coordination, and cross-functional projects. Builds dashboards and executive reports, ensures data integrity, supports EEO reporting, develops training materials, and mentors People Team members on HR technology and reporting practices.

Direct the Business Transitions practice, advising business owners through M&A transactions and liquidity events. Model after-tax proceeds, evaluate deal structures, translate transaction mechanics into planning decisions, coordinate with bankers, attorneys, accountants, and Mercer advisors, and manage post-close handoffs. Build referral relationships with transaction professionals, develop market presence through events and speaking engagements, and support business development with prospective and existing clients.

Provides accounts receivable and billing support for the Wealth Solutions Tax Department. Responsibilities include creating and tracking invoices, collecting payments, reconciling cash receipts, applying payments in CCH, recording activity in NetSuite, maintaining billing data integrity, managing client authorizations, tracking acquisition fees, resolving discrepancies, and reporting revenue and collections. The role collaborates with clients, vendors, accounting teams, department leaders, and other stakeholders.

Prepares income tax returns, quarterly estimates, projections, tax research, and analyses for ultra-high-net-worth individuals, trusts, and businesses. Communicates tax matters to clients and wealth advisors, responds to tax questions and notices, coordinates workflow with support staff, maintains data integrity, and stays current on tax law changes. The role requires strong client service, organization, communication, multitasking, and time-management skills, with flexibility for seasonal weekend hours.

Provides high-level administrative and operational support to multiple senior executives. Responsibilities include complex calendar and travel coordination, executive communications, confidential information management, meeting and event planning, reports and presentations, office process improvement, and cross-functional special projects. The role requires strong judgment, organization, discretion, communication, and proficiency with Microsoft Office applications.

Leads the Platform organization’s roadmap planning, agile development process, project execution, intake and prioritization frameworks, budget and resource tracking, metrics, and cross-functional coordination. Acts as a strategic partner to the Chief Platform Officer, driving accountability, surfacing risks, resolving blockers, and providing executive-facing reporting across product, engineering, data, finance, legal, compliance, and other central functions.

The Portfolio Consultant III supports Wealth Advisors with investment strategy, portfolio design, implementation, and client deliverables. Responsibilities include communicating investment philosophies, managing portfolio workflows, auditing implementations, troubleshooting inquiries, preparing analytics and proposals, supporting acquired firms, improving processes, presenting investment topics, and training new consultants. The role requires knowledge of capital markets, public and private investment vehicles, portfolio management, and collaboration with Operations, Compliance, Trading, and Portfolio Management teams.

Leads execution and growth of Mercer Advisors’ institutional nonprofit practice. Responsibilities include developing and closing OCIO and advisory mandates, managing nonprofit client service and retention, supporting strategy and P&L planning, building marketing and thought leadership, mentoring the team, and collaborating with investment, finance, legal, compliance, and client service functions. The role requires expertise in institutional investment strategy, nonprofit governance, fiduciary practices, consultative sales, and long-cycle institutional business development.

Leads tax planning and compliance services for high-net-worth and ultra-high-net-worth clients. Responsibilities include reviewing and signing individual, gift, trust, corporate, and partnership tax returns; delivering tax projections and analysis; advising on entity structures, family businesses, wealth transfer, and philanthropy; managing client relationships; responding to tax notices; and mentoring tax professionals.

Leads Mercer Advisors' Growth organization roadmap, portfolio governance, operating cadence, revenue operations, field enablement, and conversion improvement initiatives. Manages a four-person Revenue Operations and Enablement team, coordinates cross-functional programs across Client Development, Marketing, Technology, and Analytics, drives onboarding and change management, and provides leadership with visibility into risks, progress, dependencies, and decisions required.

Supports investment research through asset market analysis, fund manager due diligence, performance and risk analysis, portfolio strategy evaluation, and investment documentation. Prepares materials for investment committees, contributes to capital markets research and educational content, maintains investment policies, and assists with regulatory audits. The role requires quantitative analysis, financial modeling, strong communication, and proficiency with Excel and investment research platforms.

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.

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.

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.

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

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.

Serve as lead tax advisor for ultra-high-net-worth families, building multi-year tax strategies, overseeing compliance and controversy matters, managing a team of UHNW tax professionals, coordinating with external advisors, identifying planning opportunities (including cross-border issues), and supporting business development and service model evolution.