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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

23 jobs
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Senior Manager, Program Operations (High Net Worth)

Mercer Advisors 251-1K Capital Markets

Mercer Advisors is hiring a Program Operations Senior Manager to run and improve its high-net-worth sales program, coordinating sales leaders and wealth-management specialists while strengthening pipeline execution, reporting, and organizational alignment.

Salesforce
2 hours, 58 minutes ago

Director, Product Manager - Tax

Mercer Advisors 251-1K Capital Markets

Mercer Advisors is seeking a remote Director of Product Management to lead the end-to-end AI-powered tax product experience for clients, tax managers, and advisors as part of its integrated family-office services.

Agile
4 days, 2 hours ago

Vice President, Trading, Operations & Billing

Mercer Advisors 251-1K Capital Markets

Mercer Advisors seeks a Vice President of Trading, Operations & Billing to lead and scale its investment operations platform supporting more than $100 billion in client assets and delivering accurate, fiduciary, client-centered service.

4 days, 2 hours ago

VP, Growth Enablement and Operations

Mercer Advisors 251-1K Capital Markets

Mercer Advisors is hiring a VP of Sales Enablement and Operations to lead revenue operations, enablement, program governance, and conversion improvement across its distributed Growth organization.

Agile
6 days, 2 hours ago

Sales Enablement Specialist

Mercer Advisors 251-1K Capital Markets

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.

CRM Salesforce
2 weeks, 6 days ago

Research Manager

Mercer Advisors 251-1K Capital Markets

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.

3 weeks, 5 days ago

Corporate Counsel II - M&A

Mercer Advisors 251-1K Capital Markets

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.

1 month ago

Attorney (Estate Planning Strategist) - (Texas Remote)

Mercer Advisors 251-1K Capital Markets

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.

1 month, 1 week ago

Senior Attorney (Sr Estate Planning Strategist) - (Texas Remote)

Mercer Advisors 251-1K Capital Markets

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.

1 month, 1 week ago

Content Operations Specialist

Mercer Advisors 251-1K Capital Markets

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.

Monday.com
1 month, 1 week ago

Process Engineer

Mercer Advisors 251-1K Capital Markets

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.

CRM Salesforce
1 month, 2 weeks ago

Attorney (Estate Planning Strategist) - (Atlanta, Chicago, New York, Dallas)

Mercer Advisors 251-1K Capital Markets

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.

1 month, 3 weeks ago

Senior Attorney (Sr Estate Planning Strategist) - (Atlanta, Chicago, New York, Dallas)

Mercer Advisors 251-1K Capital Markets

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.

1 month, 3 weeks ago

Estate Planning Partner – UHNW

Mercer Advisors 251-1K Capital Markets

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.

2 months, 1 week ago

Managing Partner, Estate Planning – UHNW

Mercer Advisors 251-1K Capital Markets

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.

2 months, 1 week ago

Estate Planning Partner – UHNW (West Coast)

Mercer Advisors 251-1K Capital Markets

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.

2 months, 1 week ago

Managing Partner, Estate Planning – UHNW (West Coast)

Mercer Advisors 251-1K Capital Markets

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.

2 months, 1 week ago

Vice President, Wealth Enablement

Mercer Advisors 251-1K Capital Markets

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.

2 months, 2 weeks 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 months, 3 weeks 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
2 months, 3 weeks ago

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