Top Tech Jobs & Startup Jobs in Denver & Boulder, CO

Direct the Business Transitions practice, advising business owners through M&A transactions and liquidity events. Model after-tax proceeds, evaluate deal structures, translate transaction mechanics into planning decisions, coordinate with bankers, attorneys, accountants, and Mercer advisors, and manage post-close handoffs. Build referral relationships with transaction professionals, develop market presence through events and speaking engagements, and support business development with prospective and existing clients.

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.

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.

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.