Jobs at Mercer Advisors

The Associate Wealth Advisor supports Senior Wealth Advisors by managing client relationships, preparing financial plans, and coordinating with experts to achieve client financial goals.

The Associate Vice President supports sales growth by managing client relationships, scheduling meetings, aiding the onboarding process, and ensuring accurate sales pipeline management.

The Relationship Manager oversees UHNW client relationships, ensuring exceptional service, managing operations, identifying growth opportunities, and coordinating with the Wealth Management Team.

Responsible for creating customized personal financial plans, collaborating with sales teams, managing documentation, and implementing financial strategies for clients.

The Tax Associate prepares tax returns and projections for high-net-worth clients while ensuring compliance and responding to tax inquiries.

The Relationship Manager I oversees client service delivery, ensuring service commitments are met. This role collaborates with Wealth Advisors and manages client relationships to enhance satisfaction and retention while supporting business growth and strategic planning.

The Associate Vice President of Community focuses on market-level growth through community engagement, supporting events, and developing partnerships, aiming for career progression to a full RVP role within a year.

The Tax Manager will lead client relationships, prepare tax returns, manage tax projections, and mentor junior staff while ensuring compliance for high-net-worth clients.

The Wealth Advisor deepens client relationships, develops tailored financial solutions, ensures compliance, and acts as a fiduciary while leveraging an internal team of experts.

Lead and support investment research via manager due diligence, asset-class and capital markets analysis, performance attribution, risk monitoring, and documentation. Produce materials for the Investment Committee, maintain investment policies, collaborate on audits, and develop tools and educational content to support the firm’s investment platform.

The M&A Integrations Engineer leads the integration of infrastructure and applications post-acquisition, often traveling to assess firms' systems and migrating them to a cloud environment. Responsibilities include technical support and documentation, requiring strong communication across all levels of the organization.

The Senior Talent Acquisition Partner drives full life-cycle recruitment, collaborates with hiring managers, sources candidates, and enhances talent acquisition strategies across various departments at Mercer Advisors.

The Associate Wealth Advisor deepens client relationships and supports a Senior Wealth Advisor by managing workflow, preparing for meetings, and developing financial solutions, while acting as a fiduciary for client interests.

The Director, Targeted Acquisition leads the AI-driven marketing program, focusing on strategy, campaign execution, and enhancing client engagement through targeted outreach.

The Senior Portfolio Consultant executes investment implementations for high net worth clients, collaborating with teams to optimize portfolios and deliver exceptional service.

The Director of Financial Planning leads financial planning efforts for UHNW clients, overseeing a team, implementing processes, and enhancing client service efficiency.

The Executive Assistant provides high-level administrative support to senior executives, managing calendars, travel, communication, and project coordination to enhance operational efficiency.

The Financial Planner prepares comprehensive financial plans, collaborates with sales teams, and ensures client satisfaction through accurate, timely financial strategies.

The Private Market Specialist provides operational support, manages client subscriptions, ensures compliance, and maintains data integrity for the Private Investments team.

The Director of Philanthropic Services advises high-net-worth clients on charitable giving strategies, manages philanthropic initiatives, and integrates philanthropy into comprehensive wealth management.