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Mercer Advisors
Mercer Advisors
18 open remote positions
Mercer Advisors is a financial services firm that helps families amplify and simplify their financial lives through integrated financial planning, investment management, tax, estate, and insurance services. Serving over 42,800 families across 110+ U.S. cities, the company is ranked #1 RIA firm by Barron's and fosters an inclusive culture with a flexible national footprint.
Salary Distribution
17 of 18 jobs
Parental Leave Distribution
Benefits Overview
18 of 18 jobs
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Open Positions
Manage full life-cycle recruitment for various departments including Client Development, Wealth Management, Wealth Solutions, Technology, and other corporate functions. Source and screen passive candidates through creative and strategic methods while building a network for current and future opportunities. Collaborate with hiring managers and the VP of Talent Acquisition to drive recruitment strategies and provide exceptional candidate experiences.
Talent Acquisition
Sourcing
Greenhouse
Financial Services
Communication
US
6w maternity
6w paternity
Lead client relationships as senior strategic advisor for ultra-high net worth families, providing comprehensive estate planning expertise. Design and implement advanced estate plans including complex trusts, multi-generational planning, and business succession strategies. Manage a team of estate strategists and partner with interdisciplinary experts to deliver exceptional client outcomes.
Estate Planning
Tax Law
Trust Administration
Client Relationship Management
Leadership
Lead and grow the UHNW-focused estate planning practice, setting technical standards and quality bar. Design and implement advanced estate plans for complex multi-generational families with balance sheets exceeding $100M. Partner with senior advisors, tax strategists, and outside advisors to ensure integrated planning.
Estate Planning
Tax Law
Leadership
Client Relationship Management
US
8w maternity
8w paternity
Partner with Senior Wealth Advisor to deliver seamless client experiences and manage pre- and post-meeting deliverables. Develop comprehensive financial plans reflecting each client's unique goals and collaborate with internal experts. Build advisor capabilities with increasing client ownership and ensure compliance as a fiduciary.
Financial Planning
Investment Management
Client Relationship Management
Communication
Collaboration
Serve as lead tax advisor for ultra-high net worth families, developing year-round strategies across investments, trusts, businesses, and estates. Oversee tax compliance, planning, and controversy matters for families with balance sheets exceeding $100M. Lead a team of tax professionals and collaborate with wealth advisors to integrate tax advice into holistic family office services.
Tax Planning
Estate Planning
CPA
Wealth Management
Client Advisory
Plan and execute event logistics including venue selection, vendor contracts, and on-site management. Collaborate with marketing teams to create event invitations, presentations, and collateral materials. Manage post-event measurement, budget reconciliation, and lead tracking in Salesforce.
Event Planning
Vendor Management
Salesforce
Cvent
Project Management
Lead the centralization of content strategy and curriculum development across Wealth Management and Wealth Solutions. Drive advisor adoption of new tools and solutions, including AI-enabled capabilities, by advocating for field needs. Build and scale a structured Enablement team, using data and telemetry to measure content effectiveness and field impact.
Content Strategy
Curriculum Development
Team Leadership
Cross-Functional Collaboration
AI Tools
US
8w maternity
8w paternity
Drive investment management services for Wealth Advisors by consulting on portfolio strategy and ensuring accurate implementation. Serve as main point of contact for newly acquired firms assimilating to the investment platform and models. Support organic growth by developing investment deliverables for prospective clients and collaborating across teams.
Financial Planning
Investment Management
MS Excel
Data Analysis
Portfolio Management
US
8w maternity
8w paternity
Own the permissions and privacy framework as the single business owner, defining role-based access principles and evolving the framework. Operationalize access and policy management by designing workflows for provisioning, deprovisioning, temporary access, and confidential client handling. Build audit, monitoring, and risk controls to ensure consistency, detect inappropriate access, and drive cross-system alignment.
Data Governance
Access Management
Risk Management
Project Management
Communication
US
8w maternity
8w paternity
Analyze client segmentation and revenue data to identify trends and inform growth strategy. Build and maintain models to track operational and capacity metrics and support workforce planning. Develop and present analyses and recommendations to senior leadership.
Financial Modeling
Excel
PowerPoint
Data Analysis
SQL
US
8w maternity
8w paternity
Design and build advanced Salesforce solutions using Apex, Visualforce, Lightning components, and AI tools like Einstein and Agentforce. Lead complex integrations across Salesforce and enterprise systems, ensuring seamless data flow and intelligent automation. Collaborate with cross-functional teams to translate business needs into technical requirements and deliver high-quality solutions on time.
Salesforce
Apex
Visualforce
AI/ML
Lead the tax-to-wealth expansion strategy, building scalable playbooks and operating models across tax practices. Partner with Client Development to drive conversion rates and revenue outcomes for high-potential tax client populations. Own performance management, executive reporting, and program governance to track pipeline health and growth metrics.
Wealth Management
Growth Strategy
Cross-functional Leadership
Performance Metrics
Own the post-close success of 8-10 acquired firms, acting as the single point of contact for new partners from LOI through full integration. Drive commercial outcomes by creating firm-specific success plans, monitoring growth and retention metrics, and intervening before issues escalate. Deliver structured intelligence to leadership and partners, contributing to pre-LOI diligence, post-mortem reviews, and value creation planning.
Wealth Management
Relationship Management
M&A Integration
Strategic Planning
Financial Services
Provide day-to-day operational and administrative support to registered representatives, including handling inbound calls, emails, and scheduling. Ensure all client paperwork and procedures comply with regulatory requirements and coordinate with internal departments. Manage client deposits, maintain data integrity, and research client issues in cooperation with back-office partners.
Microsoft Excel
Microsoft Word
CRM
Client Service
Attention To Detail
US
8w maternity
8w paternity
Lead the planning and implementation of internal events to reinforce culture and engagement. Collaborate with executive leadership, marketing, and people team to ensure cohesive events. Manage event logistics, vendor relationships, and on-site execution while reflecting brand and culture.
Event Management
Vendor Management
Project Management
Cvent
Communication
Lead product strategy and roadmap for the UHNW Regis platform, balancing near-term priorities with long-term goals. Synthesize diverse inputs into clear problem statements and design integrated workflows to improve client and advisor experience. Partner with engineering, operations, and external partners to deliver scalable, well-architected platform solutions.
Product Management
Platform Strategy
Stakeholder Management
Workflow Design
Financial Services
Serve as the analytics lead for Community growth initiatives, shaping strategy, measurement, and optimization. Own Power BI dashboards, executive scorecards, and reporting tools to drive data-driven decisions. Partner with Marketing, Client Development, and Business Intelligence to identify growth opportunities and improve performance.
Analytics
Data Analysis
Power BI
Salesforce
Excel
Provide high-level service and support to Wealth Management Teams, acting as liaison with Corporate Trustee partners. Process and monitor multi-transactional requests, including receipts, disbursements, and unique asset paperwork. Investigate and resolve operational questions, perform quality control reviews, and maintain internal procedures.
Administrative Support
Communication
Microsoft Office
Customer Service
Attention To Detail