Mercer Advisors provides comprehensive wealth management services, including financial planning, investment management, and family office solutions, aimed at simplifying and enhancing the financial lives of its clients through a holistic and customized...
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Mercer Advisors is hiring an Enablement Specialist to support its distributed wealth-management sales organization by developing content, communications, training, and processes that improve field-team readiness and tool adoption.
Mercer Advisors is hiring a Research Manager for its Investment Management Group to support investment research, manager due diligence, performance analysis, and documentation across the firm’s investment platform.
Mercer Advisors is seeking a remote Senior Portfolio Consultant I to execute complex portfolio transitions, support newly acquired firms, and develop investment deliverables for high-net-worth clients.
Mercer Advisors is seeking a remote Billing Specialist to support its Operations Team by maintaining accurate investment-management billing, processing fees, resolving collection issues, and supporting revenue recognition for client accounts.
Mercer Advisors is seeking a remote M&A Counsel, preferably based in Denver, to advise the firm on mergers and acquisitions, contract negotiations, corporate governance, and related legal matters.
Mercer Advisors is seeking a remote Estate Planning professional to support Wealth Solutions by reviewing, implementing, and maintaining estate plans for high-net-worth clients and advising wealth management teams nationwide.
Mercer Advisors is seeking a remote Estate Planning Strategist to support high-net-worth clients through estate plan review, implementation, and advanced planning strategies within its Wealth Solutions team.
Mercer Advisors is seeking a Content Operations Specialist to support its Marketing Content team by coordinating workflows, webinars, vendors, onboarding, and operational processes that keep internal requests moving efficiently.
Mercer Advisors is hiring a Process Engineer, Partner Integration to evaluate newly acquired firms’ operations and technology and build structured, sequenced integration plans across its national wealth-management organization.
Mercer Advisors is seeking a Director of Financial Planning to lead its centralized planning team, standardize planning processes, and improve the delivery of comprehensive financial plans to clients and wealth management teams.
Mercer Advisors’ Estate Planning team is seeking a lawyer to support wealth solutions for high-net-worth clients through estate plan review, maintenance, and client-facing advisory work.
Mercer Advisors is hiring an Estate Planning professional for its Wealth Solutions team to support high-net-worth clients with estate planning strategies and nationwide advisor collaboration.
Mercer Advisors is hiring a Manager, Senior Portfolio Consultant II to lead the Portfolio Consulting function, manage direct reports, and support investment portfolio operations across the firm.
Mercer Advisors is hiring a Director of Financial Planning Operations to lead a team of planners creating prospect financial plans that support new client acquisition and scalable growth.
Mercer Advisors is seeking an Estate Planning Partner for its Regis ultra-high-net-worth advisory platform to lead complex estate planning engagements and outcomes for wealthy families.
Mercer Advisors is seeking a Managing Partner, Estate Planning - Regis to lead its UHNW-focused estate planning practice within a multi-family office serving complex, multi-generational families.
Mercer Advisors is hiring an Estate Planning Partner for its Regis ultra-high-net-worth family office offering to lead complex estate planning engagements and client outcomes for multigenerational families.
Mercer Advisors is seeking a Managing Partner, Estate Planning - Regis to lead its UHNW-focused estate planning practice, guiding integrated planning for complex multi-generational families within its multi-family office platform.
Mercer Advisors is hiring a Vice President of Wealth Enablement to build and lead the centralized learning, content, and adoption function that supports client-facing teams across Wealth Management and Wealth Solutions.
Mercer Advisors is hiring a Sr. Director, Product Management, UHNW Platform to lead the strategy, roadmap, and experience for its Regis Group platform serving ultra-high-net-worth clients.
