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Mercer Advisors
Mercer Advisors
5 open remote positions
Mercer Advisors is an independent fiduciary helping families integrate financial planning, investment management, tax, estate, and insurance through a single team. We serve over 42,800 families across the U.S., and more than half of our employees and client-facing professionals are women.
Salary Distribution
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Parental Leave Distribution
Benefits Overview
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Open Positions
Collect and analyze asset class data for ETFs, mutual funds, and SMAs to support investment frameworks. Conduct due diligence on investment managers and build tools for performance attribution and risk management. Prepare Investment Committee materials, support capital markets research, and assist with audits.
Excel
Financial Modeling
Statistical Analysis
Provide guidance on M&A transactions, contract negotiations, and corporate governance. Conduct legal due diligence and collaborate with business partners and outside counsel. Research and advise on relevant legal issues, maintaining knowledge of new laws and regulations.
Mergers & Acquisitions
Contract Law
Due Diligence
Legal Research
Drafting
Meet with wealth advisors and financial planners to review, fund, and maintain estate plans for high net worth clients. Learn advanced planning strategies and build a book of ultra-high-net-worth clients. Review and summarize existing estate planning documents, making recommendations based on changes in law and family circumstances.
Estate Planning
Legal Research
Client Communication
Mentoring
This role drives the success of financial planning by maintaining unified processes and training teams. Leads a team of planners, overseeing day-to-day activities, training, and development. Creates visibility for the firm through thought leadership and collateral on financial planning.
Financial Planning
CFP
Leadership
Communication
Manage incoming project requests and workflows through Monday.com, ensuring accurate tracking and prioritization. Coordinate logistics for webinars and vendor relationships, driving process improvements. Support employee onboarding and maintain marketing operations to ensure efficient team workflows.
Monday.com
Project Management
Vendor Management
Process Improvement