The Financial Planner prepares comprehensive financial plans for clients, analyzing financial data and collaborating with teams to deliver integrated strategies. Responsibilities include cash flow analysis, investment assessments, retirement projections, and ongoing plan maintenance.

The Wealth Path Advisor acts as a primary trusted advisor for a client book, focusing on client retention and onboarding, while providing expertise in financial planning, investment management, and client communication.

Build and manage relationships with prospective wealth management clients, own the sales pipeline from prospecting to close, present tailored solutions, collaborate across teams, and drive sales growth while meeting client needs and supporting business objectives.

The Senior Analyst, Revenue Operations is responsible for delivering analytical insights, enhancing forecasting accuracy, and optimizing revenue processes while collaborating with various departments.

As a Senior Product Manager, you will lead the development of tools for financial advisors, focusing on product execution, advisor-centric development, and integrating AI into workflows while mentoring junior team members.

The Director of Strategic Partnerships will manage relationships with business partners, negotiate agreements, identify new opportunities, and lead cross-functional teams to drive revenue growth for Mercer Advisors.

The Senior Business Intelligence Analyst will develop reports and tools for analyzing sales and marketing performance and client service operations while collaborating with various leadership teams.

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 Tax Director leads tax planning strategies for high-net-worth clients, reviews tax returns, and partners with client development teams to enhance client relations. Requires extensive tax knowledge and client service experience.

Lead the Opportunity Engine product development, managing cross-functional teams to drive advisor growth and improve client experiences using data and AI.

The Tax Manager I will lead client relationships, prepare and review tax returns, conduct tax research, and mentor staff in a supportive environment focused on high-net-worth clients.

The Client Development Associate guides new clients through the onboarding process, ensuring a seamless transition to official client status while managing documentation and account setup.

The Director of Client Development will lead a team of Financial Planners, ensuring operational excellence, mentoring staff, and managing workflow efficiency while producing prospect financial plans.

The Private Market Operations Specialist ensures data integrity and operational continuity across Private Investment Services systems, focusing on reporting accuracy and managing data feeds, particularly between Arch and Orion.

Lead revenue operations strategy and programs, partner with Sales, Marketing, Finance and Product to improve GTM processes, build dashboards and forecasts, optimize Salesforce and GTM tech, and drive analytics and operational playbooks to increase revenue predictability and scale.

The Specialist will manage and optimize website content, oversee site maintenance, collaborate with teams for updates, and ensure alignment with brand standards.

Provide system administration and operational support as primary escalation for the service desk. Manage and monitor Microsoft 365, Entra ID, Azure and AWS infrastructure, SSO and SaaS integrations, email security, zero-trust access, office networking (firewalls, routers, switches, wireless), and endpoint management across Windows, macOS, iOS, and Android. Assist with migrations, automation, documentation, and security/compliance initiatives under established standards.

Lead end-to-end tax client and advisor experience by redesigning processes, improving capacity and quality, implementing telemetry, and partnering cross-functionally to modernize tax delivery and drive adoption.

Lead curriculum design and delivery for wealth management advisors and client service staff. Create and maintain training materials, run onboarding and M&A integration training (remote and in-person), track attendance and adoption metrics, identify process improvements, partner with IT and stakeholders, and support testing and rollout of platform and workflow enhancements to drive efficiency and product adoption.

Serve as final quality-control authority for all client- and prospect-facing communications. Proofread, edit, and fact-check content across email, print, digital, and presentations; ensure brand and AP style consistency; manage publishing operations, newsletters, and editorial workflows while collaborating with cross-functional marketing teams.