Jobs at Mercer Advisors

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

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

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.

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

The Tax Director will manage client relationships, oversee tax return processes, provide tax planning strategies, and mentor junior staff for UHNW clients, ensuring high-quality service without business development pressures.

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

Lead design and delivery of a strategic learning curriculum for wealth advisors and client service staff, driving AI and platform adoption, stakeholder advocacy, process improvement, and M&A integration training. Build AI prompt guides and playbooks, measure adoption, partner with Technology/Product/Compliance, and present recommendations to leadership to improve workflows and enable faster ramp of acquired teams.

Support and drive sales by owning the sales pipeline, qualifying and engaging prospective clients via Zoom/phone/in-person, building relationships, and participating in coaching and team trainings to convert prospects into clients.

Lead analytics for Wealth Solutions: analyze client segmentation, revenue, and operational data; build models for capacity and workforce planning; produce insights and recommendations for senior leadership; partner with BI and Finance to improve advisor productivity, client experience, retention, and revenue growth; support strategic projects and translate complex data into clear presentations.

Design, develop, and maintain custom Salesforce solutions (Apex, Visualforce, Lightning). Build AI-powered features using Salesforce Einstein and Agentforce, lead integrations, ensure data quality for AI readiness, manage deployments, test deliverables, and mentor junior developers.

Lead the firm's annuity business as product owner: define strategy, manage product lifecycle and carrier relationships, drive advisor adoption, coordinate cross-functional integration, oversee due diligence and governance, develop advisor guidance, and optimize operational efficiency to grow annuity assets, revenue, and retirement income solution adoption.

Lead Mercer Advisors' tax-to-wealth growth strategy, building scalable playbooks, marketing and enablement programs, and opportunity management processes to convert tax-only clients to comprehensive wealth management clients. Drive integration and activation of acquired tax practices, partner with Client Development and market leaders on pipeline, forecasting, and conversion, and own performance measurement, executive reporting, and program governance to grow revenue and AUM.

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

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

Support Regional Vice Presidents and Wealth Management teams by onboarding new clients, driving prospecting and sales momentum, coordinating events and reports, engaging channel partners, participating in prospect meetings, and ensuring smooth handoffs and excellent client experience. Occasional travel to branch offices and events required.

Lead product strategy, roadmap, and execution for the Regis UHNW platform. Drive discovery, workflow and solution design, partner with engineering and advisory teams, manage cross-functional alignment, and measure adoption and client/advisor experience improvements.

The Sr. Manager, New Partner Compensation Programs is responsible for overseeing the compensation strategy and integration for acquired partner firms within Mercer Advisors, ensuring alignment across departments and effective execution of compensation frameworks post-merger.

Lead analytics for Community Marketing programs: define measurement frameworks, build Power BI dashboards, run analyses across referrals/events/COI, deliver executive insights, forecast leads/opportunities, and partner cross-functionally to optimize program performance and reporting.