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.
Mercer Advisors helps families amplify and simplify their financial lives by integrating financial planning, investment management, tax, estate, and more. They serve over 42,800 families across 110+ cities, and are ranked #1 RIA firm by Barron's, with a culture that values diversity and flexibility.
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.
Mercer Advisors helps families amplify and simplify their financial lives by integrating financial planning, investment management, tax, estate, insurance, and more. They serve over 42,800 families across 110+ U.S. cities, ranked #1 RIA by Barron's, and have a diverse workforce with over half women employees.
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.
Mercer Advisors is an independent fiduciary that helps families manage their financial lives through integrated financial planning, investment management, tax, estate, and insurance services. Serving over 42,800 families across the U.S., the firm is ranked the #1 RIA by Barron's and emphasizes diversity, with more than half of its employees being women.
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.
Mercer Advisors helps families amplify and simplify their financial lives by integrating financial planning, investment management, tax, estate, insurance, and more. They serve over 42,800+ families across 110+ cities, are ranked #1 RIA firm by Barron's, and have a culture where more than half of employees and client-facing professionals are women.
Drives sales and relationship management for estate and trust solutions, building networks with referral sources.
Develops and maintains COI relationships, presents information sessions, and attends industry events for business growth.
Ensures client satisfaction by coordinating trust administration and adhering to service standards and legislation.
EQ Bank is a challenger bank serving nearly 4 million Canadians with a variety of financial services including banking, lending, trust, and credit union solutions. The company employs around 4,000 people and fosters a culture of innovation and inclusion.
Provide concierge-level service, communicating investment strategies and proactively updating wealth advisor teams on portfolio implementations.
Manage complex portfolio transitions and implementations for high net worth clients, ensuring strategic alignment and exceptional client experience.
Collaborate with cross-functional teams to optimize processes, audit outcomes, and support organic growth through investment deliverables for prospective clients.
Mercer Advisors helps families amplify and simplify their financial lives by integrating financial planning, investment management, tax, estate, and more. With over 40 years of experience, they serve 42,800+ families across 110+ cities and are ranked #1 RIA firm by Barron's for two consecutive years, with a diverse and flexible workforce.