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Leads Mercer Advisors’ financial planning function by standardizing processes, developing playbooks, improving internal systems, and overseeing a centralized team of planners. Responsibilities include training and mentoring planners and wealth management teams, codifying best practices, supporting complex client planning, monitoring industry and regulatory trends, creating planning content, and promoting financial planning expertise across the organization.

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.

Client-facing role ensuring consistent delivery of wealth management service standards. Manage service workflows, partner with advisors on segmentation and retention, track satisfaction metrics, support business development and onboarding, and resolve client issues to deepen relationships.

Develops comprehensive financial planning and investment recommendations for affluent clients. Builds long-term fiduciary relationships, supports client retention, explains complex financial solutions, and coordinates tax, estate, insurance, and portfolio services. Ensures compliance with regulatory requirements and company standards while analyzing client portfolios and financial objectives. Requires advanced financial planning expertise, strong communication skills, relevant professional certifications, and up to 20% travel.

Design, develop, and maintain custom Salesforce solutions (Apex, Visualforce, Lightning). Build AI-powered features using Salesforce Einstein and Agentforce, lead integrations, ensure data quality for AI readiness, manage deployments, test deliverables, and mentor junior developers.

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.

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

Lead Mercer Advisors' tax-to-wealth growth strategy, building scalable playbooks, marketing and enablement programs, and opportunity management processes to convert tax-only clients to comprehensive wealth management clients. Drive integration and activation of acquired tax practices, partner with Client Development and market leaders on pipeline, forecasting, and conversion, and own performance measurement, executive reporting, and program governance to grow revenue and AUM.

Lead a team of 13 financial planners producing prospect financial plans to drive new client acquisition. Manage capacity, workflow, KPIs, financial modeling, and reporting. Hire, train, mentor staff, implement process improvements and automation, collaborate with senior stakeholders, and serve as an individual CFP practitioner contributing to proposals and strategy.

Lead and manage a team of Portfolio Consultants to deliver investment management and concierge service to Wealth Advisor teams. Drive process improvements, resource allocation, workflow management, investment strategy communication, trade oversight, and mentor staff to ensure accuracy, efficiency, and KPI achievement.