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Remote jobs at Mercer Advisors

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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Founded

1985

251-1K employees
Capital Markets
Santa Barbara, United States
No locations found
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Open Positions

21 jobs
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Portfolio Consultant

Mercer Advisors 251-1K Capital Markets

Mercer Advisors is hiring a Portfolio Consultant III to support wealth advisors with investment strategy, portfolio implementations, and investment deliverables across the firm’s wealth management platform.

2 days, 13 hours ago

Client Service Associate (Springfield, MO)

Mercer Advisors 251-1K Capital Markets

Mercer Advisors is hiring a Client Service Associate I to provide operational and administrative support to the brokerage service team serving high-net-worth clients.

CRM
2 days, 13 hours ago

Sr. Director, Product Management, UHNW Platform

Mercer Advisors 251-1K Capital Markets

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.

Agile
2 days, 13 hours ago

Community Analytics Manager

Mercer Advisors 251-1K Capital Markets

Mercer Advisors is hiring a Community Analytics Manager to lead analytics, reporting, and optimization for community growth initiatives across referral, advisor-sourced, event, COI, specialty, and local market programs.

CRM Power BI Python Salesforce SQL
3 days, 13 hours ago

Senior Manager, Wealth Management Enablement

Mercer Advisors 251-1K Capital Markets

Mercer Advisors is hiring a Senior Wealth Enablement Manager to improve service delivery across Wealth Management by leading training, process improvement, and adoption efforts for advisors, client service staff, and acquired teams.

CRM Generative AI
2 weeks, 6 days ago

Estate Planning Strategist

Mercer Advisors 251-1K Capital Markets

Mercer Advisors is hiring an Estate Planning professional for its Wealth Solutions group to support high-net-worth clients by reviewing, maintaining, and implementing estate planning strategies nationwide.

3 weeks, 1 day ago

Service Operations Associate (San Diego, CA)

Mercer Advisors 251-1K Capital Markets

Mercer Advisors is hiring a Service Operations Associate I to support client service operations by handling administrative and transactional work that enables accurate, timely, and compliant delivery of services.

CRM Salesforce
3 weeks, 3 days ago

Client Development Associate

Mercer Advisors 251-1K Capital Markets

Mercer Advisors is hiring a Client Development Associate to support client onboarding and sales efforts for its Wealth Management and Regional Vice President teams.

3 weeks, 6 days ago

Service Operations Associate (Denver, CO)

Mercer Advisors 251-1K Capital Markets

Mercer Advisors is hiring a Service Operations Associate I to support client service operations by handling administrative and transactional work that enables accurate, timely delivery across account servicing, money movement, and custodial coordination.

CRM Salesforce
1 month, 1 week ago

Product Manager, Investment Platform

Mercer Advisors 251-1K Capital Markets

Mercer Advisors is hiring a Product Manager, Investment Platform to drive improvements across its trading, billing, cash management, reporting, and investment proposal platforms through cross-functional product leadership.

1 month, 1 week ago

Retirement Plan Specialist

Mercer Advisors 251-1K Capital Markets

Mercer Advisors is hiring a Retirement Plan Specialist to support Wealth Advisors, plan sponsors, administrators, and participants by coordinating retirement plan servicing, plan design, and provider communication.

Salesforce
2 months ago

Director of Financial Planning, Ascend & Regis

Mercer Advisors 251-1K Capital Markets

Mercer Advisors is hiring a Director, Financial Planning UHNW to lead and improve financial planning processes, training, and team oversight for ultra-high-net-worth client service.

2 months ago

Senior Investment Strategist (Texas; Mountain or Pacific Time Zone)

Mercer Advisors 251-1K Capital Markets

Mercer Advisors is hiring an Investment Strategist within its Investment Department to support regional advisor teams and high-net-worth clients with portfolio guidance and investment thought leadership.

2 months, 1 week ago

Executive Assistant

Mercer Advisors 251-1K Capital Markets

Mercer Advisors is hiring an Executive Assistant to provide high-level administrative and operational support to senior executives and keep the corporate hub running smoothly in a fast-paced, flexible environment.

2 months, 1 week ago

Director, Client Relationship Expansion

Mercer Advisors 251-1K Capital Markets

Mercer Advisors is hiring a Director, Client Relationship Expansion to lead advisor-facing market activation and coaching programs that drive relationship expansion across assigned markets.

Salesforce
2 months, 1 week ago

Sr. Manager, New Partner Compensation Programs

Mercer Advisors 251-1K Capital Markets

Mercer Advisors is seeking a Sr. Manager, New Partner Compensation Programs to lead compensation strategy, execution, and governance for acquired partner firms within its M&A-driven wealth management platform.

2 months, 2 weeks ago

Director, Direct Client Development

Mercer Advisors 251-1K Capital Markets

Mercer Advisors is hiring a leader for its Direct Client Development team to drive new client growth, manage sales execution, and oversee Regional Vice Presidents within a national financial services firm.

Salesforce
2 months, 3 weeks ago

Investment Specialist

Mercer Advisors 251-1K Capital Markets

Mercer Advisors is hiring an Investment Specialist to support the Portfolio Management Group’s client-facing Investment Strategist team in analyzing sophisticated portfolios and helping prepare investment insights for prospective and new-to-firm clients.

2 months, 3 weeks ago

Associate Vice President, Channel (San Francisco, CA)

Mercer Advisors 251-1K Capital Markets

Mercer Advisors is hiring an Associate Vice President to support organic growth by managing advisor and prospect relationships and coordinating sales activities across referral, channel, and direct sales efforts.

CRM Salesforce
2 months, 3 weeks ago

Senior Manager, Revenue Operation Analytics

Mercer Advisors 251-1K Capital Markets

Mercer Advisors is hiring a Senior Manager, Sales Operations & Analytics to partner with sales leadership in improving revenue performance for its direct-to-consumer business through funnel analysis, forecasting, and actionable business insights.

Power BI Python Salesforce SQL
2 months, 3 weeks ago

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