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Strategic Support & Business Planning:
- Supports the Managing Director in shaping practice strategy, market segmentation, and multi-year growth roadmap.
- Contributes to P&L reporting and resource decisions; surfaces adjacent growth opportunities.
New Business Development:
- Partners with the sales team to originate and close discretionary OCIO and advisory mandates with endowments and foundations.
- Builds relationships with executive directors, investment committees, and OCIO search consultants; executes RFPs and finalist presentations.
Client Oversight & Service Delivery:
- Oversees service and retention of existing nonprofit clients, ensuring fiduciary standard of care.
- Monitors client health, intervenes in at-risk relationships, and defines client experience standards and onboarding.
Mercer Advisors
Mercer Advisors is a financial advisory firm that integrates financial planning, investment management, tax, estate, and insurance for families and institutions. They serve over 42,800 families across the U.S., with a diverse workforce where more than half of employees are women, and offer a flexible, remote-friendly culture.