Job Summary:

The Executive Assistant is a strategic, highly organized, and proactive professional who provides high-level administrative and operational support to senior executives in a fast-growing business. This role serves as a trusted partner to executive leadership and cross-functional teams, enabling efficiency, anticipating needs, and ensuring seamless day-to-day operations of the corporate hub. The Executive Assistant exercises sound judgment, maintains strict confidentiality, and operates with a high degree of autonomy in a dynamic environment.

Essential Job Functions for this role include:

• Provide comprehensive, high-level administrative support to multiple executives and senior leaders
• Proactively manage complex and frequently changing executive calendars, schedule meetings, and coordinate domestic travel arrangements
• Serve as a key point of contact and trusted liaison between executives, internal teams, external partners, and clients, ensuring timely, professional, and service-oriented communication
• Anticipate executive needs, prioritize requests, and independently resolve issues while escalating risks or delays as appropriate
• Maintain accuracy and integrity of internal systems, records, reports, and executive documentation
• Manage sensitive and confidential information with the highest level of discretion
• Screen, prioritize, and respond to incoming meeting requests on behalf of executives
• Prepare, organize, and track reports, presentations, data, and materials to support executive decision-making
• Coordinate and execute internal and external meetings and events as needed, including logistics, materials distribution, and follow-up on action items
• Plan, organize, and support corporate and executive-sponsored events, ensuring alignment with business objectives
• Uphold and enhance office procedures, processes, and best practices to improve efficiency
• Lead or support special projects and initiatives as assigned, often across multiple teams and stakeholders

Knowledge, Skills, and Abilities:

• 3–5+ years of experience in an Executive Assistant or senior administrative support role, preferably supporting C-suite or senior leadership
• Demonstrated ability to operate as a trusted partner to executives, exercising sound judgment and professionalism
• Highly organized, detail-oriented, and results-driven with exceptional ability to manage competing priorities
• Strong interpersonal skills with the ability to build relationships and communicate effectively at all levels of the organization
• Excellent written and verbal communication skills
• Proven ability to plan, prioritize, and manage a diverse and high-volume workload in a fast-paced, deadline-driven environment
• Experience managing complex calendars, travel, and logistics for senior executives
• Demonstrated experience planning and executing corporate and executive-level events
• Advanced proficiency in Microsoft Word, Excel, Outlook, and PowerPoint
• Proven discretion and integrity in handling sensitive and confidential information
• Ability to work independently, take initiative, and collaborate effectively across teams
• High school diploma required; associate’s or bachelor’s degree preferred
• Highly organized and detail-oriented

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.

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 Director, Financial Planning UHNW takes a leading role in driving the success of financial planning at Mercer Advisors by maintaining unified financial planning processes, and training on this process. In addition, this role leads a team of advanced planners that delivers financial planning, including training and oversight. 

Essential Job Functions for this role include:

• Develop and maintain unified financial planning processes that drives efficiency for client service teams dedicated to UHNW clients at Mercer Advisors.
• Oversee the day-to-day activities, training and developing members of the centralized Financial Planning Group.
• Collect, codify, and disseminate best practices related to financial planning production.
• Develop and maintain “playbook” on development and delivery of financial plans to create maximum efficiency and ease of delivery for client service.
• Proactively modify internal systems to support and enhance the financial planning experience.
• Lead and mentor team of planners on delivering financial plans, including overseeing day-to-day tasks, training, time management, coaching, and mentoring.
• Cultivate superior relationships with wealth management team members in support of the financial planning process specific to UHNW clients.
• Develop and maintain training programs for wealth management teams on how to deliver financial planning, and tools to use for effective delivery.
• Stay informed of evolving industry trends, regulations, and planning issues, and communicate relevant changes to the organization.
• Create visibility for Mercer Advisors regarding financial planning by producing collateral, being a thought leader within the company as well as in the industry.

Knowledge, Skills, and Abilities:

• Bachelor’s degree required
• 10+ years of successful experience in the financial services industry
• CFP® (Certified Financial Planning) designation required. Additional credentials preferred.
• Ability to create content and deliverables in high volume, fast-paced environments
• Track record of success with ultra-high net worth clients and complex financial planning situations
• Experience determining the needs of advisors, partners and prospects through investigative questions, offering solutions and asking for the right actions.
• Proficiency in public speaking, to clients, prospective clients, and advisors, including large groups.
• Successful track record of creating and implementing new programs and ideas across the organization.
• Deep understanding of the financial planning profession and a forward-looking mindset            
• Skilled understanding of the business development environment, including channel partners
• Comprehensive industry, financial planning, and investment management knowledge
• Excellent communication, presentation, listening and analytical skills.
• Strong attention to detail, and exceptional follow through
• Strong computer aptitude with proficiency in MS Excel, Word, Outlook, and PowerPoint
• Established and active industry network

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. Travel assumed up to 10% of the time.

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 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 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.

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 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 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.

Mercer Advisors is a leading wealth management platform on a mission to create the context where leading fiduciary professionals can do the best work of their careers. Our M&A and organic growth strategies have fueled 30%+ annual growth, and we’re committed to building the industry standard of integrated wealth management.

We partner with high-performing advisory firms to expand our geographic footprint, deepen our capabilities, and create long-term value for clients, partners, and employees. M&A is a core engine of our growth and value creation. Executing this strategy successfully requires intentional integration of the partner firm’s entire team. Compensation is a critical lever in that integration, directly influencing engagement, retention, and long-term alignment with the firm’s objectives.

The Sr. Manager, New Partner Compensation Programs is accountable for end-to-end compensation strategy, execution, and governance for acquired partner firms. This role sits at the intersection of Partner Development, People, Finance, and Legal, ensuring that compensation decisions made during transactions are intentional, well-understood, and executable over time.

Essential Job Functions for this role include:

Deal-Stage Compensation Diagnosis and Strategy

• Assess and diagnose current seller compensation plans.
• Partner with Partner Development, Finance, People, and Legal during diligence and deal structuring to design aligned compensation approaches.
• Model compensation scenarios and clearly articulate tradeoffs and considerations.
• Ensure compensation commitments made during negotiations are deliberate, documented, and operationally feasible post-close.

M&A Compensation Frameworks and Playbooks

• Own and maintain clear, scalable compensation frameworks for M&A, including standard models, transition approaches, and exception criteria.
• Define governance for bespoke arrangements, including tracking, sunset provisions, and conversion to standard plans.
• Create repeatable playbooks, tools, and documentation used by deal teams, People Partners, Rewards, and Finance.
• Develop clear education materials for incoming partners explaining Mercer’s compensation philosophy, programs, and what to expect over time.

Post-Close Compensation Integration and Execution

• Translate specific compensation commitments into Mercer’s compensation cycle.
• Manage phased transitions, including multi-year or multi-cycle transitions.
• Ensure accuracy and alignment across Compensation, Legal and Finance
• Act as the escalation owner for M&A compensation issues post-close.

Ongoing Governance and Industry Expertise

• Maintain a centralized, living repository of all M&A compensation commitments.
• Serve as the single source of truth for historical M&A compensation decisions.
• Build and maintain deep industry expertise in wealth management compensation practices, including advisor, partner, and leadership pay models.

Relationship Building

• Interact directly with sellers, acting as a credible, trusted partner.
• Represent Mercer’s culture of collaboration, professionalism, and long-term partnership in all seller interactions.
•  Partner seamlessly internally, presenting a unified and collaborative front to sellers.

Knowledge, Skills, and Abilities:

• Strong business acumen paired with compensation expertise.
• Strong financial modeling and analytical skills.
• Comfort operating in ambiguity and making tradeoffs.
• High emotional intelligence and strong executive presence. Able to build trust and credibility with senior stakeholders in high-stakes situations.
• Ability to explain complex topics clearly and simply.
• Experience in M&A or Corporate Development environments.
• Financial Services or Wealth Management experience preferred.

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 5/15/2026. 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, Client Relationship Expansion is a senior field practitioner who delivers Mercer Advisors' Client Relationship Expansion programs directly to advisors and Managing Partners across assigned markets. The role owns advisor coaching, market activation, and Managing Partner engagement, and supports the program's scale across all three divisions. The Director leads full activation cycles independently, embeds in market leadership cadences, and applies the firm's advisor behavior standards in every engagement. Approximately 75% of this role is advisor-facing field delivery; 25% is program design, messaging, and strategic initiative support.

Essential Job Functions for this role include:

Market Activation & Advisor Engagement

• Lead full Relationship Expansion activation cycles in assigned markets — from Managing Partner partnership and practice diagnostic through advisor discovery, pipeline development, and close.
• Serve as the primary field presence across the Relationship Expansion program portfolio, including Workshops, Direct Opportunity Support, and 1:1 and Small Group Activation Coaching.
• Partner with the Senior Director on Market Plans, supporting diagnostic and strategic planning conversations with Managing Partners and Team Leaders.
•  Build direct working relationships with Managing Partners and Relationship Managers; embed in their team cadences without requiring Senior Director presence.

Advisor Coaching & Development

• Deliver 1:1 coaching, group education sessions, and office hours across active markets; build advisor confidence and held-away conversation habits through structured, repeated engagement.
• Apply the firm's advisor behavior standards in every coaching engagement, translating program content into practical advisor action.
• Coach advisors on share of wallet dynamics, held-away asset conversations, and opportunity-specific language across Outside Assets, Account Bridge, Excess Cash, and Concentrated Positions.
• Track advisor progress and surface patterns in confidence, objection handling, and pipeline conversion to inform program iteration.

Program Strategy & Continuous Improvement

• Contribute to program design, coaching module development, and field messaging — bringing direct field observation to the Senior Director and Program Manager to sharpen materials and approach.
• Participate in weekly pipeline reviews with Managing Partners; provide market-level engagement reporting to the Senior Director.
• Identify friction points in advisor activation and recommend process or content improvements.
• Support onboarding of M&A-integrated advisors into Relationship Expansion programs and advisor behavior standards.

Knowledge, Skills, and Abilities:

• Experience: 7–12 years in wealth management, advisor coaching, field enablement, or advisor-facing consulting. Prior experience leading coaching programs or structured advisor development initiatives strongly preferred.
• Credentials: CFP® or equivalent professional credential preferred. Demonstrated credibility with HNW advisors and firm leadership — not an L&D or training generalist background.
• Subject Matter Expertise: Strong working knowledge of share of wallet concepts, held-away asset dynamics, and the mechanics of relationship expansion conversations across opportunity types.
• Communication: Exceptional verbal communication and facilitation skills. Comfortable leading sessions with experienced advisors, Managing Partners, and Relationship Managers without a script.
• Platforms: Familiarity with eMoney, Salesforce-adjacent tools, and Aspen preferred. Comfortable with analytics and pipeline tracking tools.
• Adaptability: Thrives in a fast-paced, field-facing role. Moves between strategic program contributions and direct advisor delivery without losing effectiveness in either.
• Travel: Willingness to travel to field markets as required for activation engagements.
• 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:

Responsible for providing leadership to the Direct Client Development team. Motivate and encourage client development team members to ensure targets are met. Review and analyze sales and operational records and reports. Partner with the leadership team to create and execute a strategic sales plan that expands our client base. Recruit sales team members, set objectives, train and coach them and monitor their performance.

Essential Job Functions for this role include:

• Partner with Client Development Leadership to design and execute strategies that drive new client growth.
• Lead, coach, and develop Regional Vice Presidents (RVPs), including onboarding and training, to drive strong performance, accountability, and long‑term growth while reinforcing sales management best practices.
• Establish clear individual and team goals aligned with departmental objectives and drive consistent execution.
• Improve RVP productivity by sponsoring and leading initiatives related to sales process optimization, marketing materials, technology, and training.
• Demonstrate high energy and influence to motivate teams and drive sustained goal achievement.
• Ensure adherence to company performance standards, policies, and procedures while maintaining high client service and satisfaction standards.
• Bring a strong growth mindset with the ability to think strategically, leverage data, take ownership, and consistently exceed expectations.
• Perform other duties and projects as assigned by management.

Knowledge, Skills, and Abilities:

• Bachelor's degree or equivalent experience        
  •   Bachelor's degree from an accredited institution preferred (preferably Business, Economics, Accounting or Finance related)
• 5+ years financial services industry experience at a minimum; high-volume sales, relationship management, or client service experience preferred.
• Minimum of 5 years of Sales team management strongly preferred.
• CFP or CFA preferred but if not, Series 65 is required or the ability to obtain quickly.
• Experience with Digital Marketing Intelligence tools is a huge PLUS.
• Ability Influence and motivate.
• Ability to provide effective performance coaching and feedback.
• Excellent communication skills
• Client service background preferred.
•  Excellent verbal, written, analytical, and organizational skills.
• Proficiency with MS Word, Excel, PowerPoint and Outlook
• Proficiency with Salesforce
• Experience working with high-level, busy professionals.
• Enjoy leading and being part of a team.
• Must be highly flexible and confidential with all matters.

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 Client Development Coordinator provides critical administrative, operational, and client-development support to the Regional Vice Presidents and Direct Client Development team. This role is primarily a support position focused on coordination, follow-up, data management, and internal collaboration. The Client Development Coordinator plays an important role in supporting growth initiatives, enhancing internal efficiency, and ensuring a positive experience for prospective clients through strong organizational, communication, and problem-solving skills.

Essential Job Functions for this role include:

• Provide day-to-day administrative and operational support to Regional Vice Presidents and the Direct Client Development team
• Coordinate scheduling of internal and external meetings
• Prepare meeting materials, assist with case preparation, and organize follow-up items
• Maintain accurate meeting notes and update CRM systems to ensure timely and accurate documentation
• Support client and prospect outreach activities, including email communications and follow-up requests
• Coordinate with internal teams to ensure the timely completion of requests related to client development activities
• Assist with pipeline tracking, reporting, and data integrity across systems
• Support hand-off processes between client development, onboarding, and service teams as needed
• Other duties as needed

Knowledge, Skills, and Abilities:

•  High School diploma with a Bachelor’s degree highly preferred
• Prior sales support experience a plus
•  Financial services industry a plus
•  Ability to prioritize in a fast-paced environment while maintaining client focus and demonstrating attention to detail
• Enjoy collaborating and building positive relationships internally with co-workers and externally with prospects and clients
• Excellent verbal and written communications skills a must
•  Strong MS Word, Excel, and Outlook skills required; prior use of CRM system (Salesforce) a plus
• Strong desire for continuous self-learning and professional growth

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.