Why Work at Mercer Advisors?
For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.*
Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible.
Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country.
* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology here.
Job Summary:
As the Manager of CRM and M&A Integrations, you are responsible for providing organizational vision, leadership and strategy for all CRM and M&A Integrations related initiatives; CRM day-to-day administration, data quality, user support and managing the ongoing enhancements, including system architecture, custom development, data integration, and ongoing release management. To be successful in this role, you must have terrific operational skills and be able to think strategically about how CRM can further enhance our business and how to successfully integrate acquired firms. This role is a functional, not technical, position as you will work closely with the different stakeholders in the organizations to improve business processes and integrations.
Essential Job Functions for the Manager, CRM and M&A Integrations will include:
- Manage the CRM Team that executes all the activities related to the design and development of the CRM product and integrations
- Partner with the M&A team, Acquisition, and external vendors to ensure successful CRM migrations
- Understands business needs and how CRM capabilities can help solve business problems
- Provides strategic direction across all lines of business to support the CRM environment
- Prepares, manages and maintains documentation of current business processes, SLAs, controls, and KPI’s
- Builds and continuously refines the CRM platform roadmap in close collaboration with business stakeholders
- Collaboratively defines and documents functional and technical requirements and specifications, business processes, workflows, and reporting outputs
- Identifies gaps and risk in business requirements and resolve those issues
- Organizes technical projects from beginning to end; identifies and prioritizes actionable steps
- Manages a portfolio of integrations and projects from planning to execution
- Develops repeatable processes that accelerate integrations and ensure timely communication of events
- Other duties requested and assigned by Manager
Required Knowledge, Skills, and Abilities:
- Bachelor’s degree required, preferably in Business Administration, Finance or Information Systems
- At least five years’ experience in Finance or the Wealth Management space required
- At least five years’ experience working, and Administering CRM required
- At least two years’ experience working with M&A is preferred
- Experience in managing simultaneous complex projects from inception to successful completion is preferred
- Experience in workflow process automation such as conga orchestrate is preferred
Working Conditions: This is a remote opportunity. Professional office environment. Working inside. Standing and sitting. Will be assigned to a workstation.
Benefits:
Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:
- Company Paid Basic Life & AD&D Insurance
- Company Paid Short-Term and Long-Term Disability Insurance
- Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
- Three medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
- Health Savings Account (HSA) with company contributions on a per pay period basis if enrolled in either HDHP medical plan.
- Two comprehensive Dental Plans
- Vision Insurance Plan
- Dependent Care Savings Account for child and dependent care.
- 14 Company Paid Holidays with a full week off at Thanksgiving.
- Generous paid time off program for vacation and sick days
- Employee Assistance Plan
- Family Medical Leave
- Paid Parental Leave (6 weeks)
- Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 weeks) to provide time for recovery, baby bonding, and enjoying your family time.
- Adoption Assistance Reimbursement Program
- Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.
- 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match
- Pet Insurance
We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.
Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws. Mercer Advisors provides equal employment opportunity in all aspects of employment and employee relations, including recruitment, hiring, training and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and all other terms, conditions, and privileges of employment in accordance with applicable federal, state, and local laws.
If you need an accommodation seeking employment with Mercer Advisors, please email [email protected]. This email is for accommodation requests only. Accommodations are made on a case-by-case basis.
Applicants have rights under federal employment laws:
- Family and Medical Leave Act (FMLA)
- Employee Polygraph Protection Act (EPPA)
- Equal Employment Opportunity (EEO)
U.S. Federal law requires all employers to verify the identity and employment eligibility of all persons hired to work in the United States. Mercer Advisors participate in E-Verify to confirm work authorization.
- E-Verify
- Right to Work
If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here.
CCPA Notice at Collection
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