The Wealth Advisor I focuses on enhancing client relationships and expanding their practice through referrals, leveraging in-house expertise to meet financial goals.

The Senior Wealth Strategist - Insurance manages client relationships and provides insurance solutions, focusing on risk management for high-net-worth clients. The role requires collaboration with advisors and an in-depth knowledge of the insurance industry.

The Financial Planner II prepares comprehensive financial plans, analyzes data, collaborates with advisors, and enhances client experiences through financial tools and strategies.

The Senior Director, Client Relationship Expansion leads the growth strategy by empowering advisors, ensuring cohesive initiatives, and translating data into actionable insights to elevate client engagement and commercial performance.

The Director will lead Community Marketing Operations, overseeing events and initiatives, managing a team, optimizing processes, and ensuring alignment with business goals.

The Onboarding Coordinator will manage HR administration for mergers and acquisitions, ensuring smooth onboarding and compliance processes for new hires.

The Wealth Management Enablement Manager drives service improvements by developing training programs and resources for advisors and client service staff, enhancing communication and process efficiency in Wealth Management.

The Wealth Management Enablement Manager will enhance services in Wealth Management by training staff, improving processes, and supporting integrations during acquisitions.

The Wealth Management Enablement Manager drives service efficiency by training advisors, enhancing processes, and improving client interactions through communication and education.

The Senior Director of Infrastructure & Operations will lead infrastructure strategy, manage IT services, ensure security and compliance, and optimize resource allocation while mentoring teams and collaborating with stakeholders.

Mercer Advisors seeks a Creative Director to lead creative vision and strategy, mentor a team, oversee campaign development, and use data for creative optimization. The role demands innovation aligned with business goals while managing multiple projects in a fast-paced environment.

The Private Market Specialist supports the Private Investments team by managing client subscriptions, ensuring compliance, and providing operational assistance to enhance client service.

The Regional Vice President develops client relationships, generates sales, and leads a team in delivering wealth management solutions

The SVP of Client Development Sales Revenue and Operations will enhance sales productivity, manage teams, drive revenue growth, optimize territories, and lead training initiatives to achieve significant performance improvements.

The Regional Vice President will engage with clients, manage sales pipelines, and provide tailored wealth management solutions while driving sales growth.

The Partner Development Analyst will drive growth through M&A by analyzing financial data, conducting due diligence, and supporting internal reporting.

The Financial Planner II prepares and analyzes comprehensive financial plans, collaborates with advisors, and utilizes various financial planning tools to meet clients' needs.