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• Lead and oversee a team of Portfolio Consultants, driving strategic alignment and exceptional service delivery.
• Manage investment portfolios, communicate investment philosophy, and ensure efficient workflows and processes.
• Demonstrate expertise in capital markets, portfolio design, and financial services with a focus on continuous improvement.

Mercer Advisors helps families simplify financial lives through integrated planning, investment management, tax, estate, and insurance. Serving over 42,800 families across 110+ U.S. cities, it is ranked #1 RIA firm by Barron's and promotes a diverse, flexible culture.

• 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.

• 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.

• 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.

• Drive territory growth by building strong client relationships and increasing assets under management.
• Develop and execute strategic sales plans to attract new business and retain existing accounts.
• Provide consultative investment guidance and serve as a trusted industry resource.

This global financial services organization helps advisors and institutions identify investment solutions aligned with their goals. The company fosters a collaborative culture with a focus on client outcomes and professional development.

• Part of the operations team responsible for client relationship management across multiple offices.
• Prepare related forms, process trades, and assist with client onboarding and maintenance paperwork.
• Assist with multiple projects while ensuring compliance with firm requirements and developing marketing efforts.

Choreo is a wealth management firm servicing entrepreneurs, CPAs, and individuals with a forward-thinking approach to financial planning. With over 200 employees and 40+ locations across the country, we foster a collaborative and inclusive culture.

• Provide exceptional customer service via email and phone, helping clients use products effectively.
• Assist with client inquiries, fund transfers, and understanding investment risk and performance.
• Act as the voice of the customer, highlighting improvements to enhance the client experience.

Wealthfront builds financial products that automate banking, investing, and planning to help clients grow their money. They serve over 1 million clients with $90 billion in assets and foster an inclusive, client-first culture.

• Serve as lead tax advisor for ultra-high net worth families, developing year-round strategies across investments, trusts, businesses, and estates.
• Oversee tax compliance, planning, and controversy matters for families with balance sheets exceeding $100M.
• Lead a team of tax professionals and collaborate with wealth advisors to integrate tax advice into holistic family office services.

Mercer Advisors helps families amplify and simplify their financial lives by integrating financial planning, investment management, tax, estate, insurance, and more. We serve over 42,800 families across 110+ U.S. cities, and we are an independent fiduciary with a flexible, national footprint and a diverse team.

• Manage an assigned book of retirement 401(k) plans to ensure client satisfaction, retention, and profitability.
• Serve as escalation point for service issues, consulting on plan design and compliance with ERISA.
• Train clients on systems and resources, and cross-sell products to deepen relationships.

Transamerica is a financial services company offering insurance, retirement, and investment solutions to help people achieve financial freedom. They employ nearly 7,000 people as part of the international Aegon group, fostering a collaborative and inclusive culture.

• Lead the centralization of content strategy and curriculum development across Wealth Management and Wealth Solutions.
• Drive advisor adoption of new tools and solutions, including AI-enabled capabilities, by advocating for field needs.
• Build and scale a structured Enablement team, using data and telemetry to measure content effectiveness and field impact.

Mercer Advisors has been helping families simplify their financial lives for over 40 years by integrating financial planning, investment management, tax, estate, and insurance. We serve over 42,800 families across 110+ cities and are ranked the #1 RIA firm by Barron's, with a workforce that is more than half women.