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.
Mercer Advisors is an independent fiduciary helping families manage their financial lives through integrated planning, investment, tax, estate, and insurance services. With over 42,800 families served and ranked #1 RIA by Barron's, the firm offers a flexible, national workplace where more than half of employees are women.
Lead strategic growth initiatives across asset management, wealth solutions, and financial technology to deliver measurable business outcomes.
Develop and commercialize tax-aware investing, customized portfolios, and integrated investment capabilities for advisors and partners.
Collaborate with senior leaders across investments, product, technology, and distribution to launch scalable solutions and strengthen client relationships.
This financial services firm provides asset management and wealth solutions, driving growth through investment innovation and technology. The organization values collaboration, flexibility, and employee well-being, supporting a fully remote workforce.
Manage relationships with a portfolio of RIA partner firms, driving engagement and referrals.
Guide advisors from onboarding through sustained referral activity with education and proactive coordination.
Collaborate with attorneys, client success teams, and stakeholders to ensure a seamless estate planning experience.
The company provides estate planning services and partners with Registered Investment Advisor (RIA) firms to support their clients. It is in a significant phase of business growth, building a relationship management function with a fully remote team.
Be the first stop for client requests, from money movement to account changes; escalate only what needs the advisor.
Own meeting rhythm, weekly reviews, trading checks, and follow-ups across CRM and portfolio tools.
Manage practice behind the scenes: client events, budget, and COI relationships.
Farther is a rapidly growing RIA combining expert advisors with cutting-edge technology for tailored wealth management. It's a fast-scaling startup backed by top-tier VCs and fintech investors, with a collaborative team of entrepreneurs.