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Mercer Advisors
Mercer Advisors
11 open remote positions
Mercer Advisors helps families simplify their financial lives through comprehensive financial planning, investment management, and tax services. Serving over 42,800 families across 110+ U.S. cities, they are ranked #1 RIA firm by Barron's and emphasize a diverse, flexible workplace.
Salary Distribution
11 of 11 jobs
Parental Leave Distribution
Benefits Overview
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Open Positions
Lead client relationships and own tax work for a book of tech clients, reviewing and signing returns. Advise on equity compensation, liquidity events, and multi-state tax issues with clear planning guidance. Test and provide feedback on AI-driven tax workflows to shape tools used by the tax group.
Tax
CPA
Equity Compensation
Client Service
CCH Axcess
Drive growth through strategic mergers and acquisitions, including target valuations and financial due diligence. Partner with CFO and M&A Principals to optimize deal structures and post-merger integration. Maintain internal reporting packages and conduct market research to inform strategic decisions.
Financial Analysis
Valuation
Due Diligence
Excel
M&A
Leads day-to-day execution, growth, and client experience of the institutional nonprofit practice, reporting to the Managing Director of Institutional Partnerships. Partners on practice strategy while owning new business development, client service delivery, and team coordination. Originates and closes institutional mandates, oversees client retention, and contributes to thought leadership and marketing.
Business Development
Client Relationship Management
Strategic Planning
Leadership
Design, build, and maintain dbt models on Microsoft Fabric to transform raw data into clean, well-documented layers. Co-own the Power BI semantic layer, enforce data quality standards, and automate CI/CD for analytics. Mentor team members and partner with business stakeholders to translate questions into reliable data models.
SQL
Dbt
Power BI
Microsoft Fabric
Python
Own HRIS administration, configuration, integrations, reporting, and data governance across HR technology, especially UKG Pro. Lead system implementations, enhancements, audits, and release management while partnering with IT, Finance, and Compliance. Deliver workforce analytics and regulatory reporting, and mentor teammates on systems, data standards, and best practices.
HRIS
Data Analytics
Project Management
Excel
US
8w maternity
8w paternity
Oversee and manage a team of service specialists, ensuring adherence to key metrics and best practices. Draft correspondence, manage calendars, and support estate planning strategists with client interactions. Maintain client files, finalize meeting notes, and act as a liaison between clients and wealth management teams.
Team Management
Client Relationship Management
MS Office
Communication
Own Trust Services strategy, revenue, and budget, including partner model and capability roadmap. Lead independent trust company selection, contracting, and performance oversight with scorecards. Serve as trust subject matter expert, advising advisors and clients on trust design and adoption.
Estate Planning
Wealth Management
Client Advisory
Strategic Leadership
US
8w maternity
8w paternity
Provides comprehensive administrative support to senior executives in a fast-growing financial firm. Manages complex calendars, travel arrangements, and serves as a trusted liaison. Handles sensitive information with discretion and supports special projects.
Microsoft Office
Calendar Management
Communication
Organizational Skills
Confidentiality
Own and facilitate quarterly and annual roadmap planning, connecting business goals to squad capacity and committed delivery. Design and run the end-to-end development process, including intake, prioritization, estimation, and scope control. Manage platform budget, metrics, and central function alignment while acting as the nerve center of Platform operations.
Agile Delivery
Roadmap Planning
Data Fluency
Stakeholder Management
Investigate and resolve cost basis and performance reporting discrepancies across portfolio accounting platforms. Perform daily account reviews and reconciliations to ensure accuracy and completeness of trading activity and reporting data. Support quarterly client reporting, audits, and data integrity initiatives while partnering with teams to improve processes.
Excel
Salesforce
Data Reconciliation
Analytical Skills
Drive investment management services for Wealth Advisors, consulting on portfolio strategy and objectives. Serve as the main point of contact for investment and portfolio management, including implementations. Develop investment deliverables for prospective clients while collaborating with key internal teams.
Series 65
MS Excel