Jobs at Mercer Advisors

Own the end-to-end advisor experience strategy and product roadmaps for Mercer Advisors’ Aspen platform, including a joint roadmap with Avantos and Mercer-specific differentiation. Lead cross-functional product, design, engineering, data, BI, and enablement teams. Establish Advisor NPS, productivity, adoption, and client outcome metrics; prioritize initiatives; manage vendor partnerships; reduce workflow friction; and partner closely with advisors and business stakeholders to deliver measurable improvements.

Supports client service requests, researches and resolves client concerns, maintains client information in a CRM, completes administrative tasks, and assists with special projects. The intern works with local and centralized teams, follows compliance and risk procedures, ensures documentation requirements are met, and contributes to a positive client experience. This is a 10-week, full-time, in-office internship focused on professional development, mentorship, and financial services experience.

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

Support a Senior Wealth Advisor delivering comprehensive financial planning and investment management to ultra-high-net-worth clients. Prepare and follow up on client meetings, develop financial plans and recommendations, coordinate with portfolio, tax and estate specialists, and help grow client relationships. Ensure compliance, translate complex concepts into client-friendly materials, and gradually take on increased client ownership.

Provides accounts receivable and billing support for the Wealth Solutions Tax Department. Responsibilities include creating and tracking invoices, collecting payments, reconciling cash receipts, applying payments in CCH, recording activity in NetSuite, maintaining billing data integrity, managing client authorizations, tracking acquisition fees, resolving discrepancies, and reporting revenue and collections. The role collaborates with clients, vendors, accounting teams, department leaders, and other stakeholders.

Prepares income tax returns, quarterly estimates, projections, tax research, and analyses for ultra-high-net-worth individuals, trusts, and businesses. Communicates tax matters to clients and wealth advisors, responds to tax questions and notices, coordinates workflow with support staff, maintains data integrity, and stays current on tax law changes. The role requires strong client service, organization, communication, multitasking, and time-management skills, with flexibility for seasonal weekend hours.

Provides high-level administrative and operational support to multiple senior executives. Responsibilities include complex calendar and travel coordination, executive communications, confidential information management, meeting and event planning, reports and presentations, office process improvement, and cross-functional special projects. The role requires strong judgment, organization, discretion, communication, and proficiency with Microsoft Office applications.

Leads the Platform organization’s roadmap planning, agile development process, project execution, intake and prioritization frameworks, budget and resource tracking, metrics, and cross-functional coordination. Acts as a strategic partner to the Chief Platform Officer, driving accountability, surfacing risks, resolving blockers, and providing executive-facing reporting across product, engineering, data, finance, legal, compliance, and other central functions.

The Portfolio Consultant III supports Wealth Advisors with investment strategy, portfolio design, implementation, and client deliverables. Responsibilities include communicating investment philosophies, managing portfolio workflows, auditing implementations, troubleshooting inquiries, preparing analytics and proposals, supporting acquired firms, improving processes, presenting investment topics, and training new consultants. The role requires knowledge of capital markets, public and private investment vehicles, portfolio management, and collaboration with Operations, Compliance, Trading, and Portfolio Management teams.

Leads execution and growth of Mercer Advisors’ institutional nonprofit practice. Responsibilities include developing and closing OCIO and advisory mandates, managing nonprofit client service and retention, supporting strategy and P&L planning, building marketing and thought leadership, mentoring the team, and collaborating with investment, finance, legal, compliance, and client service functions. The role requires expertise in institutional investment strategy, nonprofit governance, fiduciary practices, consultative sales, and long-cycle institutional business development.

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.

Leads tax planning and compliance services for high-net-worth and ultra-high-net-worth clients. Responsibilities include reviewing and signing individual, gift, trust, corporate, and partnership tax returns; delivering tax projections and analysis; advising on entity structures, family businesses, wealth transfer, and philanthropy; managing client relationships; responding to tax notices; and mentoring tax professionals.

Leads Mercer Advisors' Growth organization roadmap, portfolio governance, operating cadence, revenue operations, field enablement, and conversion improvement initiatives. Manages a four-person Revenue Operations and Enablement team, coordinates cross-functional programs across Client Development, Marketing, Technology, and Analytics, drives onboarding and change management, and provides leadership with visibility into risks, progress, dependencies, and decisions required.

Provides legal guidance on mergers and acquisitions, contract negotiations, corporate governance, and related matters. Responsibilities include drafting and negotiating agreements, conducting M&A due diligence, advising on legal and regulatory issues, collaborating with business partners, overseeing outside counsel, and monitoring legal developments. The role requires a law degree, bar licensure, and at least four years of legal experience, with M&A expertise required and financial services or securities law experience preferred.

Supports investment research through asset market analysis, fund manager due diligence, performance and risk analysis, portfolio strategy evaluation, and investment documentation. Prepares materials for investment committees, contributes to capital markets research and educational content, maintains investment policies, and assists with regulatory audits. The role requires quantitative analysis, financial modeling, strong communication, and proficiency with Excel and investment research platforms.

The Tax Manager leads high-net-worth client relationships and prepares, reviews, and signs individual, trust, and business tax returns. Responsibilities include quarterly estimates, projections, tax research, client communication, tax notice responses, analysis, staying current on tax law, and mentoring tax staff. The role requires strong tax and accounting knowledge, CPA or EA certification, excellent organization, and the ability to manage high volumes of work.

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.

The Process Engineer will lead operational discovery and integration planning for newly acquired partner firms. Responsibilities include documenting workflows and systems, mapping current-state operations to Mercer Advisors’ architecture, identifying gaps and risks, building repeatable integration frameworks, sequencing post-close releases, maintaining process documentation, supporting change management, and coordinating with Legal, Finance, Operations, Technology, and leadership. Regular travel to partner locations is required.

Lead Mercer Advisors' Wealth Enablement function: centralize content strategy and curriculum, build a domain-specialized L&D team, create scalable AI-enabled training and playbooks, drive advisor adoption and measurable behavioral change, support M&A integrations, and partner cross-functionally to align enablement with product and field delivery.

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