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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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Min Salary
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Open Positions

26 jobs
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Portfolio Consultant III

Mercer Advisors 251-1K Capital Markets

Mercer Advisors is seeking a Portfolio Consultant III to support Wealth Advisors with investment strategy, portfolio implementation, and new-firm onboarding within its wealth management platform.

52 minutes 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.

1 day, 4 hours ago

Regional Vice President, Community (New York City)

Mercer Advisors 251-1K Capital Markets

Mercer Advisors is hiring a Regional Vice President to build client relationships, guide prospective clients toward tailored wealth management solutions, and drive sales growth in a collaborative, client-focused environment.

Salesforce
6 days, 2 hours 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.

1 week, 1 day 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.

1 week, 2 days ago

Associate Wealth Advisor, Regis (UHNW)

Mercer Advisors 251-1K Capital Markets

Mercer Advisors is hiring an Associate Wealth Advisor to support a Senior Wealth Advisor in serving ultra-high-net-worth families and helping grow an established client practice within its Regis Group.

1 week, 6 days 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 weeks ago

Talent Developer I

Mercer Advisors 251-1K Capital Markets

Mercer Advisors is hiring a Talent Developer I to deliver training and operational support for its National Client Service Team, helping new and existing team members succeed while supporting wealth management clients.

2 weeks, 2 days ago

VP / Senior Director, Wealth Solutions Experience

Mercer Advisors 251-1K Capital Markets

Mercer Advisors is hiring a VP / Senior Director, Wealth Solutions Experience to lead the operational and client experience transformation of its Tax business within the broader Wealth Solutions organization.

Load Balancing
2 weeks, 2 days ago

Private Market Specialist

Mercer Advisors 251-1K Capital Markets

Mercer Advisors is hiring a Private Market Specialist to provide operational support for its Private Investments team in servicing client needs and ensuring smooth execution of private investment activities.

CRM Salesforce
2 weeks, 2 days ago

Tax Director - West Coast (Client Development)

Mercer Advisors 251-1K Capital Markets

Mercer Advisors is hiring a Tax Director to provide high-level tax expertise for HNW and UHNW client development, support AUM growth, and help convert prospects into long-term client relationships.

2 weeks, 5 days ago

Financial Planner (Franklin, TN)

Mercer Advisors 251-1K Capital Markets

Mercer Advisors is hiring an entry-level Financial Planner to support its national Financial Planning Group in preparing customized personal financial plans for clients and wealth management teams.

CRM Salesforce
2 weeks, 5 days ago

Managing Director, Community Client Development

Mercer Advisors 251-1K Capital Markets

Mercer Advisors is hiring a Managing Director, Client Development to lead organic growth efforts and coach sales leaders across assigned markets.

Salesforce
2 weeks, 5 days 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 weeks, 5 days ago

Senior Director, Sales Performance & Enablement (Financial Services)

Mercer Advisors 251-1K Capital Markets

Mercer Advisors is hiring a Senior Director of Sales Performance & Enablement to build and scale enablement for its Client Development organization, accelerating RVP ramp, improving field execution, and driving stronger sales outcomes in a regulated wealth management environment.

CRM
2 weeks, 6 days 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 weeks, 6 days ago

Client Development Coordinator

Mercer Advisors 251-1K Capital Markets

Mercer Advisors is hiring a Client Development Coordinator to provide administrative, operational, and client-development support to regional leadership and the direct client development team in a flexible financial services environment.

CRM Salesforce
2 weeks, 6 days ago

Partner Integration Compliance Manager - Marketing Review

Mercer Advisors 251-1K Capital Markets

Mercer Advisors is hiring a Partner Integration Compliance Manager to support compliance activities for newly acquired businesses within its national fiduciary wealth management platform.

2 weeks, 6 days ago

Trade Support Specialist

Mercer Advisors 251-1K Capital Markets

Mercer Advisors is hiring a Trade Support Specialist to support the trading desk and related operations in a fast-paced investment management environment.

Salesforce
2 weeks, 6 days 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 weeks, 6 days ago

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