Mercer Advisors Logo

Mercer Advisors

Intern, Sales Revenue & Operations

Posted 18 Days Ago
Be an Early Applicant
Easy Apply
Remote
Hiring Remotely in USA
Internship
Easy Apply
Remote
Hiring Remotely in USA
Internship
As a Sales Revenue and Operations intern, you will support the Client Development team in improving sales processes, data entry, reporting, and collaborating across teams.
The summary above was generated by AI

Why Work at Mercer Advisors?

For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.*

Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible.

Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country.

* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology here.


Job Summary:

As a Sales Revenue and Operations intern, you will work with the Client Development team to help improve conversion and efficiency.  Applicants should have strong verbal and written communication skills with background and/or interest in strategy and analytics.  The successful applicant will enjoy working in a dynamic, fast-paced environment.   Your 10-week long summer internship will be filled with opportunities for professional development, mentorship, the chance to apply coursework to real-world experiences, and some fun, too!

Essential Job Functions for the Internship will include:

  • Assist with Sales Processes: Provide support with day-to-day sales operations, including updating documentation and helping identify process improvements.
  • Data Entry & Reporting: Maintain accurate records in CRM systems and help prepare basic reports to support decision-making.
  • Support Tools & Systems: Learn and assist with troubleshooting and updating sales tools to ensure smooth team operations.
  • Collaborate Across Teams: Work with Marketing, Client Development and Technology teams on projects and tasks that align with sales initiatives.
  • Contribute to Team Projects: Take on ad-hoc assignments that provide exposure to different aspects of revenue operations.

Required Knowledge, Ability and Skills 

  • Must be enrolled in a Bachelors (as a rising Sophomore, Junior, or Senior) or Master’s program
  • Commitment to exceptional customer service
  • Dedicated to continuous improvement
  • Strategic and data-driven decision maker
  • Meticulous attention to detail
  • Advanced proficiency in Microsoft Excel
  • Rapid learner of new technology platforms

Work Schedule 

8:00am to 5:00pm local office time

Working Conditions

 Professional office environment. Working inside, sitting, standing. Will be assigned to a workstation. 

Benefits:

Mercer Advisors offers a competitive and robust benefit package to our employees.   Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:

  • Company Paid Basic Life & AD&D Insurance
  • Company Paid Short-Term and Long-Term Disability Insurance
  • Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
  • Three medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
  • Health Savings Account (HSA) with company contributions on a per pay period basis if enrolled in either HDHP medical plan.
  • Two comprehensive Dental Plans
  • Vision Insurance Plan
  • Dependent Care Savings Account for child and dependent care.
  • 14 Company Paid Holidays with a full week off at Thanksgiving.
  • Generous paid time off program for vacation and sick days
  • Employee Assistance Plan
  • Family Medical Leave
  • Paid Parental Leave (6 weeks)
  • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 weeks) to provide time for recovery, baby bonding, and enjoying your family time.
  • Adoption Assistance Reimbursement Program
  • Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.
  • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match
  • Pet Insurance

We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.

Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws. Mercer Advisors provides equal employment opportunity in all aspects of employment and employee relations, including recruitment, hiring, training and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and all other terms, conditions, and privileges of employment in accordance with applicable federal, state, and local laws.


If you need an accommodation seeking employment with Mercer Advisors, please email [email protected]. This email is for accommodation requests only. Accommodations are made on a case-by-case basis.

Applicants have rights under federal employment laws:

  • Family and Medical Leave Act (FMLA)
  • Employee Polygraph Protection Act (EPPA)
  • Equal Employment Opportunity (EEO)

U.S. Federal law requires all employers to verify the identity and employment eligibility of all persons hired to work in the United States. Mercer Advisors participate in E-Verify to confirm work authorization.

  • E-Verify
  • Right to Work

If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here.

CCPA Notice at Collection

Top Skills

CRM
Excel
HQ

Mercer Advisors Denver, Colorado, USA Office

1200 17th St, Denver, CO, United States, 80202

Similar Jobs

7 Minutes Ago
In-Office or Remote
San Francisco, CA, USA
64K-100K Annually
Junior
64K-100K Annually
Junior
Cloud • Information Technology • Productivity • Security • Software • App development • Automation
The Staff Accountant will support month-end close processes, ensure accuracy in financial reporting, and collaborate across teams to improve efficiency.
Top Skills: Oracle Cloud,Sap,Blackline,Excel
7 Minutes Ago
In-Office or Remote
Mountain View, CA, USA
146K-229K Annually
Senior level
146K-229K Annually
Senior level
Cloud • Information Technology • Productivity • Security • Software • App development • Automation
The Senior Product Marketing Manager will lead marketing initiatives to enhance acquisition and adoption of Jira Service Management and Service Collection, develop go-to-market strategies, and create compelling content while collaborating with various stakeholders.
7 Minutes Ago
In-Office or Remote
San Francisco, CA, USA
163K-255K Annually
Senior level
163K-255K Annually
Senior level
Cloud • Information Technology • Productivity • Security • Software • App development • Automation
Provide privacy counsel to teams, ensure compliance with global privacy laws, engage with customers on privacy needs, and collaborate with internal stakeholders.
Top Skills: Ccpa/CpraGdprHipaaIso 27701

What you need to know about the Colorado Tech Scene

With a business-friendly climate and research universities like CU Boulder and Colorado State, Colorado has made a name for itself as a startup ecosystem. The state boasts a skilled workforce and high quality of life thanks to its affordable housing, vibrant cultural scene and unparalleled opportunities for outdoor recreation. Colorado is also home to the National Renewable Energy Laboratory, helping cement its status as a hub for renewable energy innovation.

Key Facts About Colorado Tech

  • Number of Tech Workers: 260,000; 8.5% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: Lockheed Martin, Century Link, Comcast, BAE Systems, Level 3
  • Key Industries: Software, artificial intelligence, aerospace, e-commerce, fintech, healthtech
  • Funding Landscape: $4.9 billion in VC funding in 2024 (Pitchbook)
  • Notable Investors: Access Venture Partners, Ridgeline Ventures, Techstars, Blackhorn Ventures
  • Research Centers and Universities: Colorado School of Mines, University of Colorado Boulder, University of Denver, Colorado State University, Mesa Laboratory, Space Science Institute, National Center for Atmospheric Research, National Renewable Energy Laboratory, Gottlieb Institute

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account