Education:

·        Bachelor’s degree or equivalent (preferably Business, Economics, Accounting or Finance related)

Experience:

·        Minimum 2 years of financial industry related experience

·        Minimum 2 years of client-facing experience

·        Experience with interacting with individuals at all income levels in a professional and confidential manner

Certifications:

·        Notary designation a plus

Job Skills:

·        Self-motivated, well-organized individual with demonstrated ability to work independently and in a team environment to follow through on details to completion

·        Excellent verbal, written, analytical and organization skills

·        Technical and analytical training and ability to multi-task and manage multiple projects at once

·        Proficiency with financial planning software, Salesforce and MS Office Suite

·        Flexible, Reliable, Trustworthy, and Confidential with all matters

Education:

• Bachelor's degree from an accredited institution (preferably Business, Economics, Accounting or Finance related); Master’s degree a plus

Experience:

• Five to twenty-five years of job-related experience

Certifications:

• Certified Financial Planner (CFP) designation; additional certifications Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA) or Chartered Investment Consultant (CIC) would be considered
• Specialized expertise preferred but not mandatory. Examples, include but not limited to CPA, PFS, JD, CFA, PhD, MS, MBA, MTx, CDFA, CRPC, MSFS, CIMA, AEF, ChFC, CLU, AIF or CPWA.

Job Skills:

• Strong knowledge of and the ability to present investment, finance, insurance, and tax planning concepts
• Has achieved core knowledge of job skills; may spend 50% or more time on Financial Planning
• Excellent Client Focus and client-oriented position, but sales aptitude and experience is also highly desired
• Continually seeks to enhance job knowledge, learn quickly and efficiently
• Must be a humble, entrepreneurial, hardworking team player with a positive “can do” attitude
• Proficiency with MS Word, Excel, PowerPoint, and Outlook; experience with Salesforce and financial planning software preferred
• Technical and analytical training and experience in financial planning
• Demonstrated flexibility, versatility, and ability to manage multiple priorities and deliver to tight deadlines in a team environment
• Ability to work without close supervision managing and prioritizing deliverables
• Must be highly flexible and confidential with all matters
• Ability to travel up to 50% as required for local and national client meetings; plus, to national educational trainings and seminars as needed for role

Business & Technological Knowledge

Industry Experience

Advanced knowledge of the industry, financial products, and financial planning concepts

Economic Landscape

Advanced knowledge of the economic landscape/general understanding of impact on the Firm and clients

Business Ops - CSU

Strong working/core understanding of CSU Operations

SO's - FWS

Can generate and review performance reports and present recommendations to client relationship manager

SO’s - FP

Advanced knowledge of financial planning concepts and Firm's services/offerings; Financial Planning software and comparison tools; provides project management of client assignments; can analyze, draft, edit, deliver, and present financial planning modules to clients

Wealth Management

Strong core understanding of our investments and ISG; perform asset allocation and analysis for portfolio reviews/investment research; Can prepare reports to illustrate trends and possible risks of various investment opportunities

Core Tech/Platforms

Expert use of all Core Technology (Microsoft Office, Box, Custodian Sites, Task Mgmt tools, Salesforce, Docusign)

Compliance

Comprehensive understanding of compliance requirements

INTERPERSONAL EFFECTIVENESS

Teamwork & Collaboration

Role model for cross-Firm teamwork and collaboration

Work Environment

Role model for contributing to a positive work environment

Balancing Priorities

Balances competing priorities and manages time pressures with composure

Trustworthiness

Instills trust across the Firm as someone who can be counted on for honesty, integrity, and reliability

Professional Presence

If needed, can facilitate aspects of client, team meetings and internal trainings; participates appropriately in business/social functions

Communications

Presents oral and written communications in a concise and well-organized form

CLIENT FOCUS & ACCOUNTABILITY

Client Service

Assists in the development of materials for client meetings and follow-ups. Proactively seeks opportunities to provide support to Wealth Advisors

Resource Coordination

Begins to establish internal resource channels needed to deliver high quality work on a timely basis

Growth Mindset

Can play a supporting role in business development activity/activities; beginning to build a network of business contacts in the market

Quality

Takes responsibility for ensuring work quality

LEADERSHIP

Guiding Principles

Consistently demonstrates full commitment to Firm vision and values

Talent Development & Team Leadership

Formally involved in training, coaching, and mentoring more junior employees; leads planners in the production of client deliverables; ensures that planners are developing.  Seeks new leadership opportunities.

Innovation & Change Management

Identifies opportunities for improvement and proposes solutions

Firm-building

Represents the Firm in a professional manner

Driving Results

Partners with others to support achievement of KPI goals

Job Summary:

The Estate Planning team is part of our Wealth Solutions group, which is a dynamic team environment consisting of professionals dedicated to providing and implementing planning strategies for our high-net-worth clients.

Essential Job Functions for this role include:

• Meeting with wealth advisors/financial planners/other wealth management and members of the Wealth Solutions group to review, fund, and maintain estate plans
• Learning advanced planning strategies
• Build book of ultra-high-net-worth clients
• Reviewing and summarizing existing estate planning documents, including making appropriate recommendations regarding changes and additions based upon changes in law and family circumstances
• Answering general informational estate planning questions from clients and advisor teams
• Serving as an in-house resource in estate planning to wealth management teams nationwide
• Remaining current with related estate, trust, and tax legislation nationwide
• Support business development through leading presentations, thought leadership publications, and prospective client meetings, as necessary
• Mentor and coach Estate Planning Strategists
• Management of a service specialist, as assigned, as related to overseeing day-to-day tasks, training, calendars, time management, coaching, and mentoring
• Other duties, as assigned

Knowledge, Skills, and Abilities:

• Juris Doctor (JD)
• Licensed to practice law in at least one state
• Ability to interpret and convey complex estate planning topics to Wealth Management teams and clients
• 4-8 years legal experience in estate planning preferred
• Ability to travel up to 25%

Work Schedule:

This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM.  At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs.    

All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period.

Working Conditions:

This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions.  Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements.  Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs.

Job Summary:

The Estate Planning Service Specialist works within the Estate Planning team at Mercer Advisors and is responsible for supporting estate planning strategists and clients throughout the estate planning process.  The Estate Planning Service Specialist must be organized and enjoy the challenges of contributing to a fast-paced legal team. Attention to detail, as well as professional verbal and written communications skills, are a must. The ideal candidate should be resourceful, proactive, and efficient when completing time-sensitive tasks and projects.  

Essential Job Functions for this role include:

• Drafting various correspondence to wealth management teams and clients
• Following best practices for group, client, and advisor interaction
• General administrative tasks and other duties, as needed
• Supporting an estate planning strategist throughout the estate planning process; including acting as a primary point of contact for clients, managing correspondence with clients, administering calendar management for a strategist, scheduling meetings, and answering phones
• Supporting maintaining estate planning documents and estate planning reviews as a liaison with estate planning specialists, wealth management teams, and clients
• Maintaining client files, including preparing and finalizing notes for meetings

Knowledge, Skills, and Abilities:

• High school diploma or equivalent
• Some experience in a legal setting, law firm or in-house, preferred
• Outstanding work ethic with a self-starter attitude, ability to perform under pressure, meet deadlines, prioritize and deliver multiple tasks on time
• Outstanding communication and organizational skills
• Proficiency with MS Word, Excel, Adobe and Outlook
• Able to maintain confidentiality with all matters
• Have a “can-do” positive attitude and enjoy being part of a team
• Ability to prioritize and multi-task in a busy environment

Work Schedule:

This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM.  At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs.    

All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period.

Working Conditions:

This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions.  Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements.  Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs.

Work Schedule:

This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM.  At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs.    

All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period.

Working Conditions:

This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions.  Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements.  Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs.

Job Summary:

The Infrastructure Operations Specialist is responsible for the day‑to‑day operational reliability of the firm’s technology infrastructure through continuous monitoring, incident response, and structured escalation. This role serves as a first and second line of defense for infrastructure‑ and security‑related alerts, executes documented response playbooks, and ensures consistent operational and audit evidence.

The position is intentionally scoped to focus on monitoring, response, and coordination, while platform ownership, configuration, and engineering responsibilities remain with Systems Administrators and Infrastructure Engineers. Two positions will be established, with one on each coast, to extend business‑hours coverage in a cost‑effective manner.

Essential Job Functions for this role include:

Infrastructure Monitoring & Incident Response

• Continuously monitor infrastructure, cloud platforms, identity systems, networking, and security tooling using centralized monitoring and alerting solutions.
• Triage alerts, validate impact, and execute documented runbooks and response plans.
• Act as first and second line of defense for infrastructure and security alerts, escalating issues based on defined thresholds and procedures.
• Coordinate incident response activities and ensure appropriate handoff to Systems Administrators or Engineering teams.

Service Desk Escalation & Operational Support

• Serve as second‑line escalation point for the Service Desk on infrastructure‑related issues.
• Validate issues, gather diagnostics, and ensure accurate prioritization before escalating.
• Provide operational support during business‑impacting events to reduce time to resolution.

Reliability & Continuous Improvement

• Contribute to reducing mean time to detect (MTTD) and mean time to respond (MTTR) through disciplined monitoring and response practices.
• Identify recurring incidents or alert noise and recommend improvements to thresholds, runbooks, and escalation processes.
• Participate in post‑incident reviews and corrective action tracking.

Security, Compliance & Audit Support

• Monitor infrastructure and security signals and initiate predefined response actions.
• Ensure incidents, alerts, and escalations are accurately documented.
• Produce consistent evidence of monitoring, response, and escalation to support SOC, audit, and regulatory requirements.
• Follow established change and incident management processes.

Scope & Boundaries (Intentional)

This role does not own infrastructure platforms or perform independent configuration changes. Responsibilities are focused on operations and response, with build, administration, and architecture retained by Systems Administrators and Engineering teams.

Knowledge, Skills, and Abilities:

• 2–4 years of experience in IT operations, infrastructure support, NOC, service desk escalation, or similar roles.
• Strong understanding of enterprise IT environments, including cloud platforms, identity systems, networking, and endpoint fundamentals.
• Experience working with monitoring, alerting, and incident management tools.
• Familiarity with structured escalation processes and operational runbooks.
• Strong documentation, troubleshooting, and communication skills.
• Working knowledge of ITIL‑based service management concepts.
• Security‑first mindset with an understanding of operational risk and compliance considerations.

Preferred Qualifications

• Experience supporting cloud environments (Azure and/or AWS).
• Exposure to infrastructure security tooling and incident response workflows.
• Experience working in regulated or audit‑driven environments.

Work Schedule:

This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM.  At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs.    

All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period.

Working Conditions:

This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions.  Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements.  Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs.

Job Summary:

The role is within the organization’s Portfolio Management Group (PMG). Within PMG, the Investment Strategist Team is the client facing side of PMG, specifically focused on partnering with the organization’s sales teams (RVPs) and interacting with the firm’s most sophisticated clients with complex investment portfolios across public and private markets.  Investment Specialists support the firm’s Sr. Investment Strategists and report to the Sr. Director, Investment Strategy.

Investment Specialists provide sales and analytical support to Sr. Investment Strategists, who are the senior investment thought leaders across the organization and client-facing representatives of the organization with its largest and most sophisticated prospective and new-to-firm clients (Ascend and Regis segments). Specifically, Investment Specialists support Sr. Investment Strategists as they deliver expert insights to internal sales teams, prospective clients, and new-to-firm clients across the firm’s investment philosophy, processes, and platform.

The Investment Strategist Team is highly visible across the organization, and the Investment Specialist role provides excellent opportunity for career acceleration and advancement to many areas within the company including client-facing Portfolio Management and other business partner positions.

Essential Job Functions for this role include:

Core Function

• Provide leverage to Sr. Investment Strategists and scale their investment thought-leadership and expert insights across sales channel with prospective client opportunities, new-to-firm clients, and internal business partners (RVPs, advisors, planning/tax/estate strategists, etc.). 
• Analyze prospective client investment portfolios and create customized portfolio illustrations incorporating the firm’s investment philosophy and robust investment platform through guidance from Sr. Investment Strategist.
• Develop thorough understanding of the firm’s investment platform and philosophy and provide Sr. Investment Strategists with the most relevant portfolio and market insights to prepare for sales presentations and industry events.
• Represent Sr. Investment Strategist in key business partner and asset manager meetings, with opportunity to participate in prospective and new-to-firm client meetings with proven success.

Knowledge, Skills, and Abilities:

• 3-5 years investment professional experience preferred, ideally in an independent wealth management firm, RIA, or similar firm.
• Excel in a fast-paced environment, requiring entrepreneurial mindset and ability to deliver on multiple time-sensitive projects daily with a high attention to detail.
• Comprehensive understanding of public markets, portfolio design, complex investment vehicles, and investment models.
• Ability to communicate effectively and frequently with multiple stakeholders working remotely.
• Strong quantitative skills required.
• Familiarity with alternative investments and quantitative, factor-based investing preferred.
• Advanced skills in Excel required, working knowledge of YCharts, Morningstar, and Emoney a plus.
• CFA Charter or CAIA a plus
• Series 65 required (Or attained within 3 months of start date), unless otherwise exempt due to attainment of other professional designations (CFA, CFP, etc.)

Work Schedule:

This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM.  At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs.    

All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period.

Working Conditions:

This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions.  Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements.  Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs.

Application Deadline: The initial deadline for applications is 5/21/2026. Applications submitted after this date may still be considered on a rolling basis until the position/program is filled. We encourage all interested candidates to apply as early as possible. If a final decision has not been made by the initial deadline, subsequent applications will be reviewed as they are received.

Job Summary:

The Manager, Martech is a hands‑on operator embedded in the acquisition team—responsible for the reliability and continuous improvement of the systems that power our acquisition engine. This role connects the dots across paid media, web capture, CRM (Salesforce), lifecycle automation, and analytics to improve marketing and sales efficiency and effectiveness.

This is a strong fit for someone fluent in modern automation approaches (no‑code/low‑code and/or light scripting), comfortable working directly in Salesforce and BI/reporting environments, and excited to use AI tools and agent-based workflows (e.g., Claude) to accelerate implementation, troubleshooting, and iteration.

Essential Job Functions for this role include:

Acquisition Systems & Growth Tech Operations

• Own the operational health of acquisition workflows across the funnel (capture → CRM → follow‑up → measurement), ensuring reliability, speed, and accuracy.
• Build and maintain integrations and automations between systems such as CRM, forms/scheduling tools, paid media platforms, and reporting pipelines using modern integration approaches (native connectors, no‑code/low‑code platforms, and/or light scripting where appropriate).
• Identify high-impact manual processes and replace them with scalable automations and clearer operating workflows.

Salesforce (CRM) Administration & Enablement

• Own acquisition-facing Salesforce configuration and administration required for marketing and sales workflows (e.g., key fields, lifecycle/stage consistency, routing/assignment logic, attribution inputs, validation rules, and workflow automations).
• Ensure CRM data created via acquisition systems is accurate, consistently structured, and usable downstream for reporting and optimization.
• Partner with Technology and Product teams on platform-level changes while owning day‑to‑day configuration, QA, and ongoing maintenance for acquisition workflows.

Adtech & Commercialization

• Partner with technology to launch key initiatives to improve conversion (e.g., lead scoring, lead routing) and maintain/optimize ongoing systems
• Build and maintain AdTech systems including audience creation, value-based bidding logic, and more

Analytics Enablement (Power BI or Equivalent)

• Improve the reliability and usability of dashboards by ensuring upstream systems generate consistent, well-defined, reliable data inputs.
• Support back-end data processes, e.g, connecting marketing platforms to PowerBI dashboards or other reporting tools.
• Support CRM‑to‑paid‑platform measurement signals where applicable (e.g., lifecycle-based conversion events), ensuring the right data is captured and mapped reliably.
• Support clean tracking and measurement across acquisition channels by maintaining campaign metadata, taxonomy, and conversion definitions.
• Implement lightweight validation checks so data issues are caught early and do not silently degrade decision-making or prospect experience.

Monitoring, QA, and Operational Reliability

• Leverage tools like Zapier to implement automated monitoring and alerting for critical workflows so failures are detected quickly (e.g., missing records, broken handoffs, integration failures, unexpected data behavior).
• Partner with analytics team to establish strong QA discipline (testing, change control, documentation/runbooks) so improvements are repeatable and do not introduce regressions.

AI Tools & Agent-Based Workflows

• Use AI tools and agent-based workflows (e.g., Claude) to accelerate design, documentation, debugging, and iteration on acquisition systems and automations.
• Identify high-leverage opportunities where AI-assisted workflows improve speed, quality, or reliability—while maintaining appropriate guardrails and human oversight.

Knowledge, Skills, and Abilities:

• 5–8+ years of experience in acquisition operations, marketing operations, growth operations, marketing technology/adtech CRM operations, or analytics enablement roles.
• Hands-on experience building and maintaining integrations and automations across marketing/sales systems (no‑code/low‑code and/or light scripting) and paid media platforms (e.g., Meta, Google, etc).
• Experience with CRM systems and high comfort in Salesforce, particularly on concepts relevant to automation and data integrity (attribution fields, contact / opportunity objects, validation rules, and automations)
• Comfort using automation tools similar to Zapier
• Experience supporting BI/reporting environments (Power BI or equivalent) through strong upstream data ownership.
• Bonus: comfortable with light/ AI based coding.

Work Schedule:

This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM.  At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs.    

All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period.

Working Conditions:

This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions.  Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements.  Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs.

Application Deadline: The initial deadline for applications is 5/21/2026. Applications submitted after this date may still be considered on a rolling basis until the position/program is filled. We encourage all interested candidates to apply as early as possible. If a final decision has not been made by the initial deadline, subsequent applications will be reviewed as they are received.

Job Summary:

The Director, Targeted Acquisition will build, own and scale Mercer Advisors' Pinpoint program, an AI-powered, personalized outreach engine, shaping its end-to-end acquisition experience from first touch through conversion.

This is a product centric, player-coach role. You'll own the product/program roadmap and personally build high-impact campaigns (especially key launches and early iterations) while coaching local teams to design, execute, and optimize their own. You'll manage a small contractor team handling day-to-day campaign builds and QA, but you retain ownership of strategy, quality, and complex execution.

Critically, this role does not stop at marketing execution. You are accountable for defining the full‑funnel operating model, ensuring that once a prospect engages, the handoff to Client Development is clear, consistent, and designed to convert.

A core thread throughout the role is driving adoption of AI‑powered tools and workflows to improve speed, personalization, and scale, while applying sound judgment about where human oversight is required. The ideal candidate is already using AI in campaign design, messaging, segmentation, and QA, and defines best practices through hands-on experimentation.

Essential Job Functions for this role include:

Pinpoint Program/ Product Ownership & Scale

• Own the end-to-end Pinpoint program: strategy, operating model, campaign architecture, testing agenda, and performance optimization.
• Partner deeply with vendors and internal technology teams to shape the product roadmap and unlock new capabilities.
• Lead flagship launches, pilots, and high-visibility campaigns that set the quality bar.
• Scale Pinpoint from pilot to a repeatable program across markets and specialties, including a self-serve model for field teams alongside national campaigns.
• Drive adoption of AI-powered capabilities (automation, agents, assisted workflows) to scale 1:1 outreach while maintaining human judgment where it matters.

Audience Identification & Segmentation

• Own identification and prioritization of high-value target audiences using data, market insights, sales input, and AI-assisted signals.
• Translate growth priorities into audience segments (profession, life stage, geography, intent signals, affinity) and architect testable campaigns with clear objectives and success metrics.
• Make segmentation decisions with imperfect data, balancing rigor, speed, and test-and-learn principles. Refine continuously based on performance and field feedback.

Messaging Strategy & Localization

• Partner with Specialty Marketing on campaign concepts and positioning.
• Personally draft and version 1:1 outreach messaging for flagship campaigns.
• Leverage AI to accelerate personalization and testing while maintaining brand, quality, and compliance standards.
• Create templates, examples, and best practices that scale across markets and specialties.

Full‑Funnel Execution & Sales Playbook Management

• Own the marketing‑to‑sales handoff experience for targeted acquisition programs, ensuring that engagement converts into confident, timely client development action.
  
  
• Partner with Client Development, RevOps, and Operations to define and document post‑engagement playbooks, including ownership, follow-up expectations, conversion standards.
• Ensure sales teams receive clear context on campaign intent, audience rationale, messaging themes, and recommended next actions.
• Identify conversion breakdowns and partner with Client Development to proactively evolve the operating model to improve consistency and outcomes.

Player-Coach Enablement

• Act as hands-on coach to local market teams and sales leaders on targeted acquisition and AI-enabled marketing.
• Lead working sessions and live enablement (not just training decks) to raise execution quality across the org.

Contractor Team Management

• Manage contractors responsible for campaign builds and execution. Define workflows incorporating AI-assisted execution with clear accountability and quality control.
• Review and QA output for accuracy, consistency, and adherence to standards. Balance hands-on work with delegation as the program scales.

Measurement & Optimization

• Define and track metrics from outreach through meeting conversion and downstream client impact.
• Synthesize results into actionable insights for leadership and field teams, and use performance data to inform audience strategy, messaging evolution, and program investment.

Knowledge, Skills, and Abilities:

• 8-12+ years in growth marketing, digital acquisition, consulting, or program/product leadership. Background as someone who has personally built and shipped programs, not just advised on them.
• Deep experience with 1:1 or account-based digital marketing; outbound or sales-adjacent marketing strongly preferred.
• Demonstrated comfort experimenting with and adopting AI-powered marketing tools, automation, or agent-based workflows, with strong judgment on where AI adds value vs. where human oversight is required.
• Excellent communicator: Comfortable drafting messaging, shaping narratives, and giving direct, constructive feedback.
• Highly organized, proactive, and able to own complex, ambiguous initiatives. A trusted partner to senior leaders and field teams alike.

Work Schedule:

This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM.  At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs.    

All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period.

Working Conditions:

This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions.  Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements.  Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs.

Application Deadline: The initial deadline for applications is 5/21/2026. Applications submitted after this date may still be considered on a rolling basis until the position/program is filled. We encourage all interested candidates to apply as early as possible. If a final decision has not been made by the initial deadline, subsequent applications will be reviewed as they are received.

Job Summary:

The firm is seeking a Tax Director with deep technical expertise and a demonstrated ability to support business‑development initiatives. This role is designed for an experienced tax professional who excels in client‑facing environments and is motivated to contribute directly to the firm’s efforts to expand assets under management (AUM). The position offers the opportunity to work with high‑net‑worth (HNW) and ultra‑high‑net‑worth (UHNW) clients in a collaborative, supportive environment without the pressures of billable hours or involvement in audit or assurance work.

The Tax Director will play a central role in advancing the firm’s growth strategy by providing tax expertise throughout the prospecting and client‑development process. In addition to delivering high‑quality tax planning and analysis, the individual in this role will help articulate the firm’s value proposition, identify tax‑related planning opportunities, and support the conversion of prospects into long‑term client relationships. The position requires a high level of professionalism, strong communication skills, and the ability to manage multiple priorities in a dynamic environment.

Essential Job Functions for this role include:

• Partner with the Client Development team by providing tax expertise for prospect meetings, proposals, presentations, and client retention initiatives

• Research, analyze, and review individual, corporate and partnership tax returns for HNW and UHNW clients
• Lead a niche responsibility such as our UHNW client segmentation or highly complex tax law subject matter expertise
• Provide insight on clients’ current entity structures, family businesses, corporate tax issues and philanthropic strategies
• Review and analyze sophisticated models of wealth transfer and philanthropic strategies for clients, incorporating federal and state income and estate tax consequences
• Independently review and summarize planning documents (e.g., Irrevocable Trusts, operating agreements) to create an analysis of current planning strategies and provide feedback and recommendations
• Assist with the advancement of technical knowledge and mentorship of less experienced tax team members
• Identify tax‑related opportunities that enhance client relationships and support the firm’s business development strategies
• Participate in client and prospect conversations to help articulate tax planning value and support overall client experience goals
• All other duties as assigned

Requirements:

• Minimum 10+ years of public accounting experience, or equivalent experience
• Advanced degree or designation required (e.g., CPA or JD, MS/LLM)
• Advanced tax code knowledge, application and accounting skills
• Experience with UltraTax and Sureprep a plus
• Highly organized and tax-oriented
• Ability to communicate concepts to clients and advisors in concise and understandable fashion
• Must be detail-oriented and have excellent time-management skills
• Team player, collaborative and able to work in concert with others
• Client first attitude including a passion for providing an excellent client experience
• Comfort participating in client development discussions and supporting relationship‑building efforts

Work Schedule:

This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM.  At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs.    

All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period.

Working Conditions:

This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions.  Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements.  Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs.

Job Summary:

The Senior Manager, Sales Operations & Analytics will partner closely with the SVP of Client Development Sales Revenue & Operations and the Head of Direct Client Development to optimize Mercer Advisors’ revenue engine through rigorous sales analytics, pipeline visibility, and performance insights. This role is responsible for developing data-driven strategies that improve pipeline conversion, segmentation, forecasting accuracy, and sales productivity across the direct-to-consumer business.

This leader will strengthen Mercer Advisors’ ability to evaluate sales effectiveness, understand funnel health, and identify levers that improve win rates and revenue performance. The ideal candidate has deep expertise in sales analytics, revenue operations, and cross-functional partnership within growth-oriented organizations.

Essential Job Functions for this role include:

Pipeline Performance & Funnel Analytics

• Own end-to-end sales funnel analytics—from lead engagement through opportunity creation, pipeline movement, and closed-won outcomes.

• Monitor stage-by-stage conversion, velocity, leakage, and capacity utilization to surface trends and diagnose performance gaps.

• Develop segmentation frameworks (persona, channel, deal size, advisor, territory) to guide investment and prioritization.

• Build win/loss analytics and incorporate qualitative insights to identify drivers of sales success and barriers to closing. Sales Optimization & Strategic Insights

• Identify opportunities to improve sales productivity, including advisor capacity, outreach cadences, touchpoint effectiveness, and territory structures.

• Conduct deep-dive analyses on pipeline mix, revenue forecasting, lead routing efficiency, and deal quality. • Build predictive and diagnostic models that improve forecast accuracy, identify at-risk pipeline segments, and enhance prioritization.

• Recommend optimization strategies based on data (e.g., improved scoring, better routing, targeted enablement, churn risk mitigation). Reporting, Dashboards & Data Governance

• Own the design and evolution of sales dashboards in Power BI and Salesforce to support leadership visibility. • Ensure consistent definitions and data quality across reporting environments.

• Partner with BI, Finance, and Marketing Ops to ensure data integrity, resolve reporting discrepancies, and enhance automation.

• Build new analytical views to support strategic decision-making (pipeline aging, forecast scenarios, rep productivity, segmentation reports). Cross-Functional Leadership & Executive Support

• Deliver executive-level insights on funnel performance, revenue pacing, pipeline health, and operational risks.

• Collaborate with Marketing, Sales Leadership, BI, and Finance to drive coordinated improvements in lead generation and sales execution.

• Translate analytical findings into business recommendations with clear owners, timelines, and measurable impact.

Knowledge, Skills, and Abilities:

• 10+ years in sales operations, revenue operations, sales analytics, or marketing analytics in a data-driven environment.

• Expertise in Salesforce, Power BI, SQL/Python (preferred), and advanced Excel.

• Strong understanding of pipeline management, forecasting, segmentation, and sales KPIs.

• Experience supporting high-velocity or multi-stage sales processes.

• Strong analytical problem-solving skills with the ability to tell a story using data.

• High attention to detail, strong communication skills, and executive presence.

• Ability to manage multiple priorities in a fast-paced growth environment.

Work Schedule:

This professional role requires availability Monday through Friday, 8:00 AM – 5:00 PM.

Working Conditions:

Professional office environment, daytime hours, working inside, standing, and sitting, will be assigned to a workstation, no heavy lifting over 20 lbs.

Application Deadline: The initial deadline for applications is 5/21/2026. Applications submitted after this date may still be considered on a rolling basis until the position/program is filled. We encourage all interested candidates to apply as early as possible. If a final decision has not been made by the initial deadline, subsequent applications will be reviewed as they are received.

Job Summary:

The Senior Manager, Deal Desk is responsible for establishing and managing Mercer’s deal governance framework, including intake, triage, analysis, routing, and approval of non‑standard commercial requests. The role reduces senior‑leader approval burden, improves cycle time, and ensures consistent, policy‑aligned decision‑making across pricing, PMRs, and deal exceptions.

Essential Job Functions for this role include:

1. Intake, Governance & Control

(Creating discipline, consistency, and a single source of truth)

• Establish and manage a single front door for PMRs and deal exceptions, ensuring complete and accurate submissions.
• Maintain clear escalation pathways aligned to policy, margin thresholds, and approval authority.
• Ensure full documentation and auditable records of deal decisions within Salesforce (no shadow processes).

2. Deal Evaluation, Structuring & Decisioning

(Driving high‑quality, policy‑aligned outcomes)

• Review, structure, and recommend deal outcomes based on policy, economics, and risk considerations.
• Facilitate cross‑functional deal reviews for complex, non‑standard, or high‑stakes opportunities.
• Manage escalations efficiently while balancing speed, rigor, and commercial impact.

3. Enablement, Automation & Insights

(Improving velocity, quality, and decision transparency over time)

• Partner with Salesforce/CRM teams to build and maintain workflow, routing, and approval automation.
• Build and deliver reporting on cycle time, approval rates, exception drivers, and trends to inform leadership decisions.
• Provide ongoing enablement and guidance to sellers on submission quality, escalation logic, and deal structuring best practices.

Knowledge, Skills, and Abilities:

• Experience in deal desk, pricing, revenue operations, or sales operations.
• Strong analytical and financial reasoning skills, including margin and discount evaluation.
• Comfort managing a high‑volume queue with strong follow‑through and detail orientation.
• Excellent interpersonal skills with the ability to partner with assertive sellers under time pressure.
• Strong operational judgment and documentation discipline.
• Familiarity with Salesforce workflow, approvals, and data requirements.

Work Schedule:

This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM.  At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs.    

All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period.

Working Conditions:

This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions.  Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements.  Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs.

Application Deadline: The initial deadline for applications is 5/21/2026. Applications submitted after this date may still be considered on a rolling basis until the position/program is filled. We encourage all interested candidates to apply as early as possible. If a final decision has not been made by the initial deadline, subsequent applications will be reviewed as they are received.

Job Summary:

Mercer Advisors is hiring a Senior Director, Sales Performance & Enablement, to build and scale a world-class enablement function for our Client Development organization. This leader will accelerate ramp for new Regional Vice Presidents (RVPs), raise sales execution consistency across the field, and improve measurable outcomes (conversion, win rate, cycle efficiency, and pipeline quality).

This is a strategic, hands-on role that blends enablement strategy, coaching rigor, curriculum design, and performance analytics—within a financial services / wealth management environment where credibility, client trust, and compliant selling matter.

Essential Job Functions for this role include:

• Enablement strategy & operating cadence: Build the enablement roadmap and run programs end-to-end in partnership with Sales Leadership, RevOps, Marketing, Product, and Compliance.
• RVP onboarding & ramp: Design and deliver structured onboarding, 30/60/90 ramp plans, and readiness checkpoints that reduce time-to-productivity.
• Coaching & field performance: Implement a scalable coaching system (call listening/scoring, role plays, deal reviews, pipeline inspection) to improve seller effectiveness and confidence.
• Curriculum & skill progression: Own a tiered curriculum (foundational → advanced) that strengthens consultative selling, financial planning acumen, and competitive value defense.
• Playbooks, talk tracks, and messaging: Create and maintain a single source of truth for sales playbooks, discovery guides, objection handling, competitive positioning, and best practices—built for real field use and adoption.
• Measurement & impact: Define enablement KPIs, track adoption and proficiency, and tie programs to business outcomes (ramp time, conversion rates, win rates, cycle time, call quality).
• Financial services standards (must-have): Partner with Compliance/Legal to ensure training, messaging, and field tools support compliant communication and high-integrity client engagement.
• Team leadership: Lead and develop a high-performing enablement team and/or a network of field champions.

What Success Looks Like

• New RVPs ramp faster and reach productivity more predictably.
• Consistent execution of the Mercer sales process, talk tracks, and tools across regions.
• Improved call quality, stronger discovery, clearer value articulation, and better late-stage execution.
• Measurable uplift in conversion and win rates, with better pipeline hygiene and forecasting reliability.
• A scalable enablement engine that supports growth and raises the bar across Client Development.

Knowledge, Skills, and Abilities:

• 10+ years in sales enablement, sales excellence, revenue productivity, sales training/coaching, or related GTM leadership.
• Financial services / wealth management experience required (RIA, broker-dealer, or similarly complex advisory environment).
• Proven track record building and scaling: onboarding programs, coaching systems, curricula, certifications, and playbooks.
• Strong understanding of consultative selling and credibility in holistic financial planning conversations.
• Highly analytical and outcomes-driven; comfortable using data to set priorities and prove impact.
• Strong cross-functional leadership and executive communication skills; able to influence senior sales leaders and experienced sellers.
• Familiarity with sales technology (CRM, call recording/conversation intelligence, enablement/LMS tools, content systems).

Preferred Qualifications

• Experience enabling multi-region field teams and senior sales roles.
• Experience building manager enablement and coaching toolkits.
• Background partnering closely with Compliance in regulated selling environments.

Travel: ~35%

Work Schedule:

This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM.  At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs.    

All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period.

Working Conditions:

This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions.  Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements.  Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs.

The Managing Director, Client Development, will be responsible for playing a leading role in our organic growth strategy and for coaching and managing the Sales team in their assigned markets.  This role is a face of Mercer Advisors in the markets and supports organic growth through the addition of new clients. The Managing Director, Client Development, is also expected to contribute to Mercer Advisors overall through active engagement in leadership committees, strategic initiatives, and corporate programs. 

Essential Job Functions for this role include:

• Works with Client Development Leadership to help design and implement strategies that drive new client growth.  
•  Manages and leads Reginal Vice Presidents to ensure they are meeting and exceeding performance objectives & achieving their full potential.  
• Directly engages in high value prospect opportunities and wholesaling opportunities (side by side with RVPs).  
• Effectively coaches and mentors Regional Vice Presidents, assists in training new RVPs as they join the team.
• Improves RVPs productivity by sponsoring critical national initiatives to improve the sales process, marketing materials, technology and training beyond their own market.  
• Acts as an Ambassador of Mercer Advisors and supports the sales team to foster positive partner and new client relationships by maintaining relationships with key members of partner teams.
• Ensures adherence to company performance standards as well as company policies and procedures.

Knowledge, Skills, and Abilities:

• Bachelor’s degree.
• At least 15 years of experience building relationships with and mentoring and managing financial services professionals, guiding teams to realize their potential, building culture, evaluating performance, recruiting, ensuring clear and consistent communication.
•  Track record of success in helping sales professionals grow their practices in a client centric model; Creating an environment where high-touch client experience is the norm; escalating and dealing with issues when necessary.
•  Experience communicating the benefits of a wealth management platform to potential clients and M&A partners; Telling the firm’s story when working with RVPs in the channels as well as in the M&A sales process.
• Negotiation experience that involves listening, persuading, and developing mutually beneficial solutions
• Excellent Client Focus and client-oriented position, but sales aptitude and experience are also highly desired
• Strong decision-making, judgement, problem-solving, analysis and project management skills
• Series 65 or Series 66 or CFP
• Experience using CRM systems (Salesforce preferred)
• Flexibility to travel 40% of the time.

Work Schedule:

This professional role requires availability Monday through Friday, 8:00 AM – 5:00 PM.

Working Conditions:

Professional office environment, daytime hours, working inside, standing, and sitting, will be assigned to a workstation.

Job Summary:

Financial planning is the foundation of Mercer Advisors. The Financial Planning Group is a centralized team of paraplanners that supports Wealth Management Teams nationwide by creating customized, comprehensive personal financial plans.

This role is responsible for document analysis, data management, financial plan construction, ongoing maintenance, and implementation. Membership in the Financial Planning Group offers an excellent opportunity for individuals seeking to build strong technical expertise in preparation for a career in financial planning or as a future Wealth Advisor.

In this role, you will prepare comprehensive financial planning modules using a variety of industry-leading software and proprietary tools. You will collaborate closely with in-house specialists in investments, tax, estate planning, and insurance solutions. Success in this position requires a genuine passion for financial planning, along with self-motivation, flexibility, strong attention to detail, a process-driven mindset, analytical skills, high follow-through, and excellent communication abilities.

Essential Job Functions for this role include:

The Financial Planner’s responsibilities include, but are not limited to:

• Preparing financial plans for prospective and existing clients, including:
• Cash flow and spending plans
• Investment analysis
• Retirement projections
• Social Security analysis
• Education funding analysis
• Stock options analysis
• Estate planning analysis
• Tax planning
• Asset protection and risk management needs analysis
• Partnering with sales teams and advisors to collect and review client documentation required for financial plan preparation.
• Utilizing financial planning tools such as eMoney, Morningstar, SS Analyzer, Excel, CRM systems, and portfolio analysis tools to develop client financial plans.
• Collaborating with sales and Wealth Advisor teams to deliver an exceptional, seamless client experience with a focus on accuracy and timeliness.
• Working cross-functionally with teams within Family Wealth Services and Investments to develop integrated client strategies and tailored recommendations.
• Staying current on financial planning topics, including cash management, investments, wealth transfer strategies, complex retirement planning, Social Security, and tax planning.
• Assisting in the creation and implementation of workflows and procedures to improve efficiency and enhance team processes.

Knowledge, Skills, and Abilities:

• Bachelor’s degree from an accredited institution; preferred fields include Financial Planning, Business, Economics, Psychology, or Finance.
• Completion of CFP® coursework.
• A minimum of one year of financial industry–related experience preferred.
• Proficiency in Microsoft Word, Excel, PowerPoint, and Outlook; experience with Salesforce and financial planning software (e.g., eMoney, SS Analyzer, CRM, portfolio analysis, and tax planning tools) preferred.
• Strong verbal, written, analytical, and organizational skills.
• Demonstrated ability to manage multiple priorities and meet tight deadlines in a collaborative, team-oriented environment.
• Customer service–oriented mindset; coachable and eager to learn.
• High level of discretion and ability to maintain confidentiality.
• Flexibility and adaptability in a fast-paced environment.
• Ability to travel up to 10%.

Work Schedule:

This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM.  At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs.    

All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period.

Working Conditions:

This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions.  Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements.  Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs.

#LI-Hybrid

Job Summary:

Financial planning is the foundation of Mercer Advisors. The Financial Planning Group is a centralized team of paraplanners that supports Wealth Management Teams nationwide by creating customized, comprehensive personal financial plans.

This role is responsible for document analysis, data management, financial plan construction, ongoing maintenance, and implementation. Membership in the Financial Planning Group offers an excellent opportunity for individuals seeking to build strong technical expertise in preparation for a career in financial planning or as a future Wealth Advisor.

In this role, you will prepare comprehensive financial planning modules using a variety of industry-leading software and proprietary tools. You will collaborate closely with in-house specialists in investments, tax, estate planning, and insurance solutions. Success in this position requires a genuine passion for financial planning, along with self-motivation, flexibility, strong attention to detail, a process-driven mindset, analytical skills, high follow-through, and excellent communication abilities.

Essential Job Functions for this role include:

The Financial Planner’s responsibilities include, but are not limited to:

• Preparing financial plans for prospective and existing clients, including:
• Cash flow and spending plans
• Investment analysis
• Retirement projections
• Social Security analysis
• Education funding analysis
• Stock options analysis
• Estate planning analysis
• Tax planning
• Asset protection and risk management needs analysis
• Partnering with sales teams and advisors to collect and review client documentation required for financial plan preparation.
• Utilizing financial planning tools such as eMoney, Morningstar, SS Analyzer, Excel, CRM systems, and portfolio analysis tools to develop client financial plans.
• Collaborating with sales and Wealth Advisor teams to deliver an exceptional, seamless client experience with a focus on accuracy and timeliness.
• Working cross-functionally with teams within Family Wealth Services and Investments to develop integrated client strategies and tailored recommendations.
• Staying current on financial planning topics, including cash management, investments, wealth transfer strategies, complex retirement planning, Social Security, and tax planning.
• Assisting in the creation and implementation of workflows and procedures to improve efficiency and enhance team processes.

Knowledge, Skills, and Abilities:

• Bachelor’s degree from an accredited institution; preferred fields include Financial Planning, Business, Economics, Psychology, or Finance.
• Completion of CFP® coursework.
• A minimum of one year of financial industry–related experience preferred.
• Proficiency in Microsoft Word, Excel, PowerPoint, and Outlook; experience with Salesforce and financial planning software (e.g., eMoney, SS Analyzer, CRM, portfolio analysis, and tax planning tools) preferred.
• Strong verbal, written, analytical, and organizational skills.
• Demonstrated ability to manage multiple priorities and meet tight deadlines in a collaborative, team-oriented environment.
• Customer service–oriented mindset; coachable and eager to learn.
• High level of discretion and ability to maintain confidentiality.
• Flexibility and adaptability in a fast-paced environment.
• Ability to travel up to 10%.

Work Schedule:

This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM.  At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs.    

All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period.

Working Conditions:

This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions.  Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements.  Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs.

#LI-Hybrid

Job Summary:

The Regional Vice President will build relationships with clients and help them find a wealth management solution for their needs, driving sales momentum within a collaborative, client-focused environment.

Essential Job Functions for this role include:

• Engage with potential wealth management clients over Zoom, phone, and/or in person to understand their needs and share how Mercer can help

• Draw on financial expertise as well as resources across the organization to create distinct value for each client and present a tailored view of how Mercer can help achieve their goals

• Own your sales pipeline from start to finish, converting and nurturing potential clients to create a best-in-class experience for every potential client

• Act as a self-motivated leader within a fast-growing, high-visibility arm of the organization and leverage opportunities for personal growth 

Requirements:

• Bachelor’s degree preferred or equivalent experience.

• 5+ years of successful sales experience in financial services

• Series 65 or Series 66 license required – unless you hold one of the following designations and it qualifies for an exemption to the series 65 in the applicable state(s): Certified Financial Planner™ (CFP®), Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA) or Chartered Investment Consultant (CIC).

• CFP® (Certified Financial Planning) designation preferred.

• Experience using CRM systems (Salesforce preferred) and managing sales pipelines

• Experience building relationships with and understanding the needs of potential clients

• Self-motivated, highly coachable attitude with a growth-oriented mindset and drive

• Deep understanding of financial services industry and investment management

• Passion for helping clients achieve their financial goals

• Proven time management and organizational skills in high-volume, high-energy environments

• Strong computer aptitude with proficiency in MS Excel, Word, Outlook and PowerPoint

• Flexibility to travel

Work Schedule:

This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM.  At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs.    

All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period.

Working Conditions:

This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions.  Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements.  Routinely sitting and standing for periods of time.

Job Summary:

The Estate Planning Operations Specialist provides daily, ongoing administrative support for the Estate Planning group.  The Estate Planning Operations Specialist is responsible for processing outgoing and incoming estate plans. This role may also perform a wide range of support activities to facilitate clients through the estate planning process.  This role requires excellent attention to detail and strong written communication skills.

Essential Job Functions for this role include:

• Shipping, scanning, and assembling estate plans and other related documents
• Preparing materials for client meetings
• Coordinating referrals to the Estate Planning group from wealth management teams
• Assisting with managing client intake process for Estate Planning team including creation of folders, inputting initial data into CRM, and ensuring all data is accurate and complete
• Coordinating scheduling of initial client estate planning meetings
• Assisting with ad hoc projects
• Performing general administrative tasks, as needed
• Other duties, as needed

Knowledge, Skills, and Abilities:

• High school diploma or equivalent
• Outstanding work ethic and a self-starter
• Ability to meet deadlines and perform under pressure, by prioritizing and multi-tasking in a busy environment
• Outstanding communication and organizational skills
• Proficiency with MS Word, Excel, Adobe and Outlook
• Able to maintain confidentiality with all matters
• Have a “can-do” positive attitude and enjoy being part of a team
• Ability to prioritize and multi-task in a busy environment
• Eager to become an expert in the position

Work Schedule:

This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM.  At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs.    

All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period.

Working Conditions:

This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions.  Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements.  Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs.

Education:

• High School diploma with a bachelor’s degree highly preferred

Experience:

• One to Three years of job-related experience
• Financial services industry required
• Prior experience working in an office environment with a customer service focus helpful
• Experience in training, teaching, or instruction role recommended

Certifications:

•  CFP or SIE certification a plus

Job Skills:

• Ability to prioritize in a fast-paced environment while maintaining client focus and demonstrating attention to detail
• Apply strong communication and problem‑solving skills, with the ability to simplify concepts for clear understanding across diverse audiences
• Self-motivated, well-organized individual with demonstrated ability to work independently and in a team environment to follow through on details to completion
• Enjoy collaborating and building positive relationships internally with co-workers and externally with clients
• Excellent verbal and written communications skills a must
• Strong MS Word, Excel, and Outlook skills required
• Strong desire for continuous self-learning and professional growth

Job Summary:

The Manager, Legal Assistant (Estate Planning Service) works in a team-centric environment to support the assistants, and other Estate Planning group staff, with high volume client interaction. The Manager, Legal Assistant (Estate Planning Service) is responsible for supporting estate planning strategists and Service Specialists with ushering clients through the estate planning process. The Manager must be organized and enjoy the challenges of contributing to a fast-paced legal team. Attention to detail, as well as excellent verbal and written communications skills, are a must. The Manager should be resourceful, proactive, and efficient when completing time-sensitive tasks and projects.

Essential Job Functions for this role include:

Management:

• Overseeing, supporting, and managing the team of service specialist to ensure they are performing pursuant to key metrics; as well as following best practices for group, client, and advisor interaction
• Managing service specialists, as assigned, through overseeing day-to-day tasks, training, assisting with time management, coaching, and mentoring
• Developing and building internal resources to assist Estate Planning group with their tasks
• Handling all time off and time keeping responsibilities for team of service specialists
• Recruiting, training, and onboarding new service specialists
• Leading regular service specialist meetings

Client and Advisor Services:

• Drafting various correspondence to wealth management teams and clients.
•  Following best practices for group, client, and advisor interaction.
• General administrative tasks and other duties, as needed.
• Supporting an estate planning strategist throughout the estate planning process; including acting as a primary point of contact for clients, managing correspondence with clients, administering calendar management for a strategist, scheduling meetings, and answering phones.
• Supporting maintaining estate planning documents and estate planning reviews as a liaison with estate planning specialists, wealth management teams, and clients.
• Maintaining client files, including preparing and finalizing notes for meetings.
• Other duties, as assigned.

Knowledge, Skills, and Abilities:

• High school diploma or equivalent
• 5 years experience in a legal setting, law firm or in-house, preferred
• Experience managing a team of individual contributors
• Outstanding work ethic with a self-starter attitude, ability to perform under pressure, meet deadlines, prioritize and deliver multiple tasks on time.
• Outstanding communication and organizational skills
• Proficiency with MS Word, Excel, Adobe and Outlook
• Able to maintain confidentiality with all matters
• Have a “can-do” positive attitude and enjoy being part of a team
• Ability to prioritize and multi-task in a busy environment

Work Schedule:

This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM.  At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs.    

All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period.

Working Conditions:

This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions.  Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements.  Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs.

Application Deadline: The initial deadline for applications is 5/14/2026. Applications submitted after this date may still be considered on a rolling basis until the position/program is filled. We encourage all interested candidates to apply as early as possible. If a final decision has not been made by the initial deadline, subsequent applications will be reviewed as they are received.

Job Summary:

The Relationship Manager (RM) I is a strategic, client-facing role within the Client Service department.  The RM is designed to elevate the delivery of service excellence across the Wealth Management team. This role partners closely with Wealth Advisors to ensure that service commitments made to clients are implemented with precision, consistency, and care.

This role is responsible for overseeing the execution of the firm’s service model, ensuring that client experiences align with the firm’s standards and values. The Relationship Manager I plays a critical role in practice management, client retention, and business growth, serving as a key contributor to the success of the advisory team.

This role offers a clear career path to Relationship Manager II and III, with increasing levels of strategic influence, leadership, and client engagement.

Essential Job Functions for this role include:

Client Experience Oversight

• Ensure the consistent delivery of service commitments made to clients, acting as a steward of the firm’s client experience standards.
• Manage service workflows and client touchpoints to ensure timely and accurate execution.
• Serve as a strategic liaison between clients and internal teams, resolving issues and identifying opportunities to enhance service delivery.
• Lead client follow-up initiatives post-meetings to ensure all action items are completed and documented.
• Other duties as assigned.

Advisor Partnership & Practice Management

• Partner with Wealth Advisors to support client segmentation, service tiering, and strategic planning.
• Facilitate in implementing and refining the advisory team’s service model, including client communication strategies and engagement protocols.
• Track and report on client satisfaction metrics, service delivery KPIs, and retention trends.
• Collaborate with internal departments (e.g., financial planning, investment operations, compliance) to ensure alignment and efficiency.

Growth & Retention Support

• Identify opportunities to deepen client relationships through proactive outreach and strategic engagement.
• Support business development efforts by helping advisors prepare for prospect meetings and onboarding new clients.
• Maintain a pulse on client needs and preferences, surfacing insights that inform advisor strategy and firm initiatives.

Knowledge, Skills, and Abilities:

• Strong understanding of wealth management processes and service models.
• Proven ability to manage complex client relationships and resolve issues effectively.
• Leadership and mentoring experience within a team environment.
• Excellent communication, organizational, and problem-solving skills.
• Proficiency in CRM systems and workflow management tools.
• Strategic thinker and strong ability to influence and collaborate across teams.

Work Schedule:

This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM.  At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs.    

All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period.

Working Conditions:

This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions.  Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements.  Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs.

Job Summary:

The Program Manager, Client Relationship Expansion is a hands-on operator responsible for the curriculum, infrastructure, and operational discipline that allow the firm's Relationship Expansion programs to run at scale. The role owns coaching module development, field interaction tracking, Business Insights partnership, and the integration of advisor platforms with the program's advisor behavior standards. The Program Manager links the field team to the dedicated Business Insights analyst, ensuring reporting is timely, relevant, and translated into program action. Approximately 75% of this role is program operations and build; 25% is direct collaboration with the field team and cross-functional partners.

• Essential Job Functions for this role include:

Curriculum Development & Content Management

•         Build and maintain coaching modules, advisor field guides, and program playbooks across all four Relationship Expansion offerings — translating advisor behavior standards into structured, repeatable learning content.

•         Own version control and distribution of program materials; ensure content is current, accurate, and field-ready.

•         Develop and iterate on advisor-facing tools, including conversation frameworks, opportunity one-pagers, and session preparation guides.

•         Support onboarding content for M&A-integrated advisors entering Relationship Expansion programs.

Field Interaction Tracking & Pipeline Support

•         Manage the record of advisor and Managing Partner engagements across active markets — session notes, follow-ups, and outcomes — ensuring continuity between touchpoints.

•         Prepare advisor session briefs for the Senior Director and Director of Field Development, compiling opportunity data, practice context, and prior session notes.

•         Maintain engagement logs and pipeline status across markets; surface patterns and gaps to the field team on a regular cadence.

•         Coordinate scheduling and logistics for market activation sessions across all three divisions.

Business Insights Partnership & Reporting

•         Serve as the primary liaison between the field team and the Business Insights analyst dedicated to SOW and Relationship Expansion reporting.

•         Define reporting needs with the BI analyst; interpret opportunity data and translate it into actionable intelligence for the Senior Director and Director of Field Development.

•         Manage delivery of scheduled and ad hoc program reporting — including market engagement health, pipeline volume, conversion tracking, and advisor activity.

•         Identify reporting gaps or data quality issues affecting program decisions and escalate to the BI analyst with clear requirements.

Platform Integration & Tools

•         Ensure Opportunity Engine 2.0 and Aspen enhancements align with the program's advisor behavior standards — so platform updates reinforce the approach rather than create friction.

•         Serve as the program team's point of contact for advisor-platform integration questions, coordinating with the technology team as needed.

•         Maintain and iterate HTML-based field tools (intake forms, market view tools, session trackers) used by the field team.

•         Identify opportunities to improve the advisor and Managing Partner experience through better tool design or platform integration.

Program Improvement & Operations

•         Capture learnings from field interactions, identify patterns across markets, and drive continuous improvement of program materials and activation approach.

•         Document program processes and maintain operational runbooks so the program can scale without relying on knowledge held by any single individual.

•         Support the Senior Director in preparing internal communications, leadership updates, and program performance summaries.

Knowledge, Skills, and Abilities:

•     Experience: 3–5 years in program management, financial services operations, advisor enablement, or a related field. Experience supporting a field-facing team or advisor development program strongly preferred.

•     Content Development: Demonstrated ability to build structured learning content, playbooks, or program curricula. Strong written communication — able to translate complex advisory concepts into clear, field-ready language.

•     Data & Reporting: Comfortable working with BI outputs and reporting tools. Able to interpret opportunity data and translate it into program recommendations. Power BI experience a plus.

•     Platform Familiarity: Experience with advisor platforms such as eMoney, Aspen, or Salesforce-adjacent tools preferred. Comfort with web-based tools; HTML or structured content familiarity a plus.

•     Organizational Skills: Highly detail-oriented and systems-driven. Manages multiple active markets and workstreams without losing accuracy or follow-through.

•     Collaboration: Effective cross-functional partner — able to work across BI, technology, and field teams with clarity and accountability.

•     Adaptability: Comfortable in a growing, evolving program environment where processes are still being built. Ownership mindset — sees gaps and closes them without being asked.

•     Education: Bachelor's degree from an accredited institution required.

Work Schedule:

This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM.  At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs.    

All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period.

Working Conditions:

This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions.  Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements.  Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs.

Job Summary:

The Relationship Manager (RM) I is a strategic, client-facing role within the Client Service department.  The RM is designed to elevate the delivery of service excellence across the Wealth Management team. This role partners closely with Wealth Advisors to ensure that service commitments made to clients are implemented with precision, consistency, and care.

This role is responsible for overseeing the execution of the firm’s service model, ensuring that client experiences align with the firm’s standards and values. The Relationship Manager I plays a critical role in practice management, client retention, and business growth, serving as a key contributor to the success of the advisory team.

This role offers a clear career path to Relationship Manager II and III, with increasing levels of strategic influence, leadership, and client engagement.

Essential Job Functions for this role include:

Client Experience Oversight

• Ensure the consistent delivery of service commitments made to clients, acting as a steward of the firm’s client experience standards.
• Manage service workflows and client touchpoints to ensure timely and accurate execution.
• Serve as a strategic liaison between clients and internal teams, resolving issues and identifying opportunities to enhance service delivery.
• Lead client follow-up initiatives post-meetings to ensure all action items are completed and documented.
• Other duties as assigned.

Advisor Partnership & Practice Management

• Partner with Wealth Advisors to support client segmentation, service tiering, and strategic planning.
• Facilitate in implementing and refining the advisory team’s service model, including client communication strategies and engagement protocols.
• Track and report on client satisfaction metrics, service delivery KPIs, and retention trends.
• Collaborate with internal departments (e.g., financial planning, investment operations, compliance) to ensure alignment and efficiency.

Growth & Retention Support

• Identify opportunities to deepen client relationships through proactive outreach and strategic engagement.
• Support business development efforts by helping advisors prepare for prospect meetings and onboarding new clients.
• Maintain a pulse on client needs and preferences, surfacing insights that inform advisor strategy and firm initiatives.

Knowledge, Skills, and Abilities:

• Strong understanding of wealth management processes and service models.
• Proven ability to manage complex client relationships and resolve issues effectively.
• Leadership and mentoring experience within a team environment.
• Excellent communication, organizational, and problem-solving skills.
• Proficiency in CRM systems and workflow management tools.
• Strategic thinker and strong ability to influence and collaborate across teams.

Work Schedule:

This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM.  At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs.    

All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period.

Working Conditions:

This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions.  Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements.  Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs.

Education:

• Bachelor's degree from an accredited institution (preferably Business, Economics, Accounting or Finance related); Master’s degree a plus

Experience:

• Five to twenty-five years of job-related experience

Certifications:

• Certified Financial Planner (CFP) designation; additional certifications Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA) or Chartered Investment Consultant (CIC) would be considered
• Specialized expertise preferred but not mandatory. Examples, include but not limited to CPA, PFS, JD, CFA, PhD, MS, MBA, MTx, CDFA, CRPC, MSFS, CIMA, AEF, ChFC, CLU, AIF or CPWA.

Job Skills:

• Strong knowledge of and the ability to present investment, finance, insurance, and tax planning concepts
• Has achieved core knowledge of job skills; may spend 50% or more time on Financial Planning
• Excellent Client Focus and client-oriented position, but sales aptitude and experience is also highly desired
• Continually seeks to enhance job knowledge, learn quickly and efficiently
• Must be a humble, entrepreneurial, hardworking team player with a positive “can do” attitude
• Proficiency with MS Word, Excel, PowerPoint, and Outlook; experience with Salesforce and financial planning software preferred
• Technical and analytical training and experience in financial planning
• Demonstrated flexibility, versatility, and ability to manage multiple priorities and deliver to tight deadlines in a team environment
• Ability to work without close supervision managing and prioritizing deliverables
• Must be highly flexible and confidential with all matters
• Ability to travel up to 50% as required for local and national client meetings; plus, to national educational trainings and seminars as needed for role

Business & Technological Knowledge

Industry Experience

Advanced knowledge of the industry, financial products, and financial planning concepts

Economic Landscape

Advanced knowledge of the economic landscape/general understanding of impact on the Firm and clients

Business Ops - CSU

Strong working/core understanding of CSU Operations

SO's - FWS

Can generate and review performance reports and present recommendations to client relationship manager

SO’s - FP

Advanced knowledge of financial planning concepts and Firm's services/offerings; Financial Planning software and comparison tools; provides project management of client assignments; can analyze, draft, edit, deliver, and present financial planning modules to clients

Wealth Management

Strong core understanding of our investments and ISG; perform asset allocation and analysis for portfolio reviews/investment research; Can prepare reports to illustrate trends and possible risks of various investment opportunities

Core Tech/Platforms

Expert use of all Core Technology (Microsoft Office, Box, Custodian Sites, Task Mgmt tools, Salesforce, Docusign)

Compliance

Comprehensive understanding of compliance requirements

INTERPERSONAL EFFECTIVENESS

Teamwork & Collaboration

Role model for cross-Firm teamwork and collaboration

Work Environment

Role model for contributing to a positive work environment

Balancing Priorities

Balances competing priorities and manages time pressures with composure

Trustworthiness

Instills trust across the Firm as someone who can be counted on for honesty, integrity, and reliability

Professional Presence

If needed, can facilitate aspects of client, team meetings and internal trainings; participates appropriately in business/social functions

Communications

Presents oral and written communications in a concise and well-organized form

CLIENT FOCUS & ACCOUNTABILITY

Client Service

Assists in the development of materials for client meetings and follow-ups. Proactively seeks opportunities to provide support to Wealth Advisors

Resource Coordination

Begins to establish internal resource channels needed to deliver high quality work on a timely basis

Growth Mindset

Can play a supporting role in business development activity/activities; beginning to build a network of business contacts in the market

Quality

Takes responsibility for ensuring work quality

LEADERSHIP

Guiding Principles

Consistently demonstrates full commitment to Firm vision and values

Talent Development & Team Leadership

Formally involved in training, coaching, and mentoring more junior employees; leads planners in the production of client deliverables; ensures that planners are developing.  Seeks new leadership opportunities.

Innovation & Change Management

Identifies opportunities for improvement and proposes solutions

Firm-building

Represents the Firm in a professional manner

Driving Results

Partners with others to support achievement of KPI goals

Job Summary:

Financial planning is the foundation of Mercer Advisors. The Financial Planning Group is a centralized team of paraplanners that supports Wealth Management Teams nationwide by creating customized, comprehensive personal financial plans.

This role is responsible for document analysis, data management, financial plan construction, ongoing maintenance, and implementation. Membership in the Financial Planning Group offers an excellent opportunity for individuals seeking to build strong technical expertise in preparation for a career in financial planning or as a future Wealth Advisor.

In this role, you will prepare comprehensive financial planning modules using a variety of industry-leading software and proprietary tools. You will collaborate closely with in-house specialists in investments, tax, estate planning, and insurance solutions. Success in this position requires a genuine passion for financial planning, along with self-motivation, flexibility, strong attention to detail, a process-driven mindset, analytical skills, high follow-through, and excellent communication abilities.

Essential Job Functions for this role include:

The Financial Planner’s responsibilities include, but are not limited to:

• Preparing financial plans for prospective and existing clients, including:
• Cash flow and spending plans
• Investment analysis
• Retirement projections
• Social Security analysis
• Education funding analysis
• Stock options analysis
• Estate planning analysis
• Tax planning
• Asset protection and risk management needs analysis
• Partnering with sales teams and advisors to collect and review client documentation required for financial plan preparation.
• Utilizing financial planning tools such as eMoney, Morningstar, SS Analyzer, Excel, CRM systems, and portfolio analysis tools to develop client financial plans.
• Collaborating with sales and Wealth Advisor teams to deliver an exceptional, seamless client experience with a focus on accuracy and timeliness.
• Working cross-functionally with teams within Family Wealth Services and Investments to develop integrated client strategies and tailored recommendations.
• Staying current on financial planning topics, including cash management, investments, wealth transfer strategies, complex retirement planning, Social Security, and tax planning.
• Assisting in the creation and implementation of workflows and procedures to improve efficiency and enhance team processes.

Knowledge, Skills, and Abilities:

• Bachelor’s degree from an accredited institution; preferred fields include Financial Planning, Business, Economics, Psychology, or Finance.
• Completion of CFP® coursework.
• A minimum of one year of financial industry–related experience preferred.
• Proficiency in Microsoft Word, Excel, PowerPoint, and Outlook; experience with Salesforce and financial planning software (e.g., eMoney, SS Analyzer, CRM, portfolio analysis, and tax planning tools) preferred.
• Strong verbal, written, analytical, and organizational skills.
• Demonstrated ability to manage multiple priorities and meet tight deadlines in a collaborative, team-oriented environment.
• Customer service–oriented mindset; coachable and eager to learn.
• High level of discretion and ability to maintain confidentiality.
• Flexibility and adaptability in a fast-paced environment.
• Ability to travel up to 10%.

Work Schedule:

This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM.  At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs.    

All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period.

Working Conditions:

This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions.  Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements.  Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs.

#LI-Hybrid

Job Summary:

Financial planning is the foundation of Mercer Advisors. The Financial Planning Group is a centralized team of paraplanners that supports Wealth Management Teams nationwide by creating customized, comprehensive personal financial plans.

This role is responsible for document analysis, data management, financial plan construction, ongoing maintenance, and implementation. Membership in the Financial Planning Group offers an excellent opportunity for individuals seeking to build strong technical expertise in preparation for a career in financial planning or as a future Wealth Advisor.

In this role, you will prepare comprehensive financial planning modules using a variety of industry-leading software and proprietary tools. You will collaborate closely with in-house specialists in investments, tax, estate planning, and insurance solutions. Success in this position requires a genuine passion for financial planning, along with self-motivation, flexibility, strong attention to detail, a process-driven mindset, analytical skills, high follow-through, and excellent communication abilities.

Essential Job Functions for this role include:

The Financial Planner’s responsibilities include, but are not limited to:

• Preparing financial plans for prospective and existing clients, including:
• Cash flow and spending plans
• Investment analysis
• Retirement projections
• Social Security analysis
• Education funding analysis
• Stock options analysis
• Estate planning analysis
• Tax planning
• Asset protection and risk management needs analysis
• Partnering with sales teams and advisors to collect and review client documentation required for financial plan preparation.
• Utilizing financial planning tools such as eMoney, Morningstar, SS Analyzer, Excel, CRM systems, and portfolio analysis tools to develop client financial plans.
• Collaborating with sales and Wealth Advisor teams to deliver an exceptional, seamless client experience with a focus on accuracy and timeliness.
• Working cross-functionally with teams within Family Wealth Services and Investments to develop integrated client strategies and tailored recommendations.
• Staying current on financial planning topics, including cash management, investments, wealth transfer strategies, complex retirement planning, Social Security, and tax planning.
• Assisting in the creation and implementation of workflows and procedures to improve efficiency and enhance team processes.

Knowledge, Skills, and Abilities:

• Bachelor’s degree from an accredited institution; preferred fields include Financial Planning, Business, Economics, Psychology, or Finance.
• Completion of CFP® coursework.
• A minimum of one year of financial industry–related experience preferred.
• Proficiency in Microsoft Word, Excel, PowerPoint, and Outlook; experience with Salesforce and financial planning software (e.g., eMoney, SS Analyzer, CRM, portfolio analysis, and tax planning tools) preferred.
• Strong verbal, written, analytical, and organizational skills.
• Demonstrated ability to manage multiple priorities and meet tight deadlines in a collaborative, team-oriented environment.
• Customer service–oriented mindset; coachable and eager to learn.
• High level of discretion and ability to maintain confidentiality.
• Flexibility and adaptability in a fast-paced environment.
• Ability to travel up to 10%.

Work Schedule:

This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM.  At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs.    

All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period.

Working Conditions:

This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions.  Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements.  Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs.

#LI-Hybrid

Job Summary:

The Estate Planning team is part of our Wealth Solutions group, which is a dynamic team environment consisting of professionals dedicated to providing and implementing planning strategies for our high new worth clients.

Essential Job Functions for this role include:

• Meet with wealth advisors/financial planners/other wealth management and members of the Wealth Solutions group to review, fund, and maintain estate plans, with guidance
• Reviewing and summarizing existing estate planning documents, including making appropriate recommendations regarding changes and additions based upon changes in law and family circumstances, with guidance
• Answering general informational estate planning questions from clients and advisor teams
• Serving as an in-house resource in estate planning to wealth management teams nationwide
• Remaining current with related estate, trust, and tax legislation nationwide
• Managing a service specialist, as assigned, as related to overseeing day-to-day tasks, training, calendars, time management, coaching, and mentoring
• Other duties as assigned

Knowledge, Skills, and Abilities:

• Juris Doctor (JD)
• Licensed to practice law in at least one state
• Ability to interpret and convey estate planning topics to Wealth Management teams and clients
• 0-3 years legal experience in estate planning preferred
• Ability to travel up to 25%

Work Schedule:

This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM.  At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs.     

Working Conditions:

This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions.  Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements.  Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs.

Job Summary:

Financial planning is the foundation of Mercer Advisors. The Financial Planning Group is a centralized team of paraplanners that supports Wealth Management Teams nationwide by creating customized, comprehensive personal financial plans.

This role is responsible for document analysis, data management, financial plan construction, ongoing maintenance, and implementation. Membership in the Financial Planning Group offers an excellent opportunity for individuals seeking to build strong technical expertise in preparation for a career in financial planning or as a future Wealth Advisor.

In this role, you will prepare comprehensive financial planning modules using a variety of industry-leading software and proprietary tools. You will collaborate closely with in-house specialists in investments, tax, estate planning, and insurance solutions. Success in this position requires a genuine passion for financial planning, along with self-motivation, flexibility, strong attention to detail, a process-driven mindset, analytical skills, high follow-through, and excellent communication abilities.

Essential Job Functions for this role include:

The Financial Planner’s responsibilities include, but are not limited to:

• Preparing financial plans for prospective and existing clients, including:
• Cash flow and spending plans
• Investment analysis
• Retirement projections
• Social Security analysis
• Education funding analysis
• Stock options analysis
• Estate planning analysis
• Tax planning
• Asset protection and risk management needs analysis
• Partnering with sales teams and advisors to collect and review client documentation required for financial plan preparation.
• Utilizing financial planning tools such as eMoney, Morningstar, SS Analyzer, Excel, CRM systems, and portfolio analysis tools to develop client financial plans.
• Collaborating with sales and Wealth Advisor teams to deliver an exceptional, seamless client experience with a focus on accuracy and timeliness.
• Working cross-functionally with teams within Family Wealth Services and Investments to develop integrated client strategies and tailored recommendations.
• Staying current on financial planning topics, including cash management, investments, wealth transfer strategies, complex retirement planning, Social Security, and tax planning.
• Assisting in the creation and implementation of workflows and procedures to improve efficiency and enhance team processes.

Knowledge, Skills, and Abilities:

• Bachelor’s degree from an accredited institution; preferred fields include Financial Planning, Business, Economics, Psychology, or Finance.
• Completion of CFP® coursework.
• A minimum of one year of financial industry–related experience preferred.
• Proficiency in Microsoft Word, Excel, PowerPoint, and Outlook; experience with Salesforce and financial planning software (e.g., eMoney, SS Analyzer, CRM, portfolio analysis, and tax planning tools) preferred.
• Strong verbal, written, analytical, and organizational skills.
• Demonstrated ability to manage multiple priorities and meet tight deadlines in a collaborative, team-oriented environment.
• Customer service–oriented mindset; coachable and eager to learn.
• High level of discretion and ability to maintain confidentiality.
• Flexibility and adaptability in a fast-paced environment.
• Ability to travel up to 10%.

Work Schedule:

This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM.  At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs.    

All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period.

Working Conditions:

This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions.  Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements.  Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs.

#LI-Hybrid

Job Summary:

Financial planning is the foundation of Mercer Advisors. The Financial Planning Group is a centralized team of paraplanners that supports Wealth Management Teams nationwide by creating customized, comprehensive personal financial plans.

This role is responsible for document analysis, data management, financial plan construction, ongoing maintenance, and implementation. Membership in the Financial Planning Group offers an excellent opportunity for individuals seeking to build strong technical expertise in preparation for a career in financial planning or as a future Wealth Advisor.

In this role, you will prepare comprehensive financial planning modules using a variety of industry-leading software and proprietary tools. You will collaborate closely with in-house specialists in investments, tax, estate planning, and insurance solutions. Success in this position requires a genuine passion for financial planning, along with self-motivation, flexibility, strong attention to detail, a process-driven mindset, analytical skills, high follow-through, and excellent communication abilities.

Essential Job Functions for this role include:

The Financial Planner’s responsibilities include, but are not limited to:

• Preparing financial plans for prospective and existing clients, including:
• Cash flow and spending plans
• Investment analysis
• Retirement projections
• Social Security analysis
• Education funding analysis
• Stock options analysis
• Estate planning analysis
• Tax planning
• Asset protection and risk management needs analysis
• Partnering with sales teams and advisors to collect and review client documentation required for financial plan preparation.
• Utilizing financial planning tools such as eMoney, Morningstar, SS Analyzer, Excel, CRM systems, and portfolio analysis tools to develop client financial plans.
• Collaborating with sales and Wealth Advisor teams to deliver an exceptional, seamless client experience with a focus on accuracy and timeliness.
• Working cross-functionally with teams within Family Wealth Services and Investments to develop integrated client strategies and tailored recommendations.
• Staying current on financial planning topics, including cash management, investments, wealth transfer strategies, complex retirement planning, Social Security, and tax planning.
• Assisting in the creation and implementation of workflows and procedures to improve efficiency and enhance team processes.

Knowledge, Skills, and Abilities:

• Bachelor’s degree from an accredited institution; preferred fields include Financial Planning, Business, Economics, Psychology, or Finance.
• Completion of CFP® coursework.
• A minimum of one year of financial industry–related experience preferred.
• Proficiency in Microsoft Word, Excel, PowerPoint, and Outlook; experience with Salesforce and financial planning software (e.g., eMoney, SS Analyzer, CRM, portfolio analysis, and tax planning tools) preferred.
• Strong verbal, written, analytical, and organizational skills.
• Demonstrated ability to manage multiple priorities and meet tight deadlines in a collaborative, team-oriented environment.
• Customer service–oriented mindset; coachable and eager to learn.
• High level of discretion and ability to maintain confidentiality.
• Flexibility and adaptability in a fast-paced environment.
• Ability to travel up to 10%.

Work Schedule:

This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM.  At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs.    

All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period.

Working Conditions:

This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions.  Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements.  Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs.

#LI-Hybrid

Job Summary:

Financial planning is the foundation of Mercer Advisors. The Financial Planning Group is a centralized team of paraplanners that supports Wealth Management Teams nationwide by creating customized, comprehensive personal financial plans.

This role is responsible for document analysis, data management, financial plan construction, ongoing maintenance, and implementation. Membership in the Financial Planning Group offers an excellent opportunity for individuals seeking to build strong technical expertise in preparation for a career in financial planning or as a future Wealth Advisor.

In this role, you will prepare comprehensive financial planning modules using a variety of industry-leading software and proprietary tools. You will collaborate closely with in-house specialists in investments, tax, estate planning, and insurance solutions. Success in this position requires a genuine passion for financial planning, along with self-motivation, flexibility, strong attention to detail, a process-driven mindset, analytical skills, high follow-through, and excellent communication abilities.

Essential Job Functions for this role include:

The Financial Planner’s responsibilities include, but are not limited to:

• Preparing financial plans for prospective and existing clients, including:
• Cash flow and spending plans
• Investment analysis
• Retirement projections
• Social Security analysis
• Education funding analysis
• Stock options analysis
• Estate planning analysis
• Tax planning
• Asset protection and risk management needs analysis
• Partnering with sales teams and advisors to collect and review client documentation required for financial plan preparation.
• Utilizing financial planning tools such as eMoney, Morningstar, SS Analyzer, Excel, CRM systems, and portfolio analysis tools to develop client financial plans.
• Collaborating with sales and Wealth Advisor teams to deliver an exceptional, seamless client experience with a focus on accuracy and timeliness.
• Working cross-functionally with teams within Family Wealth Services and Investments to develop integrated client strategies and tailored recommendations.
• Staying current on financial planning topics, including cash management, investments, wealth transfer strategies, complex retirement planning, Social Security, and tax planning.
• Assisting in the creation and implementation of workflows and procedures to improve efficiency and enhance team processes.

Knowledge, Skills, and Abilities: