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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

20 jobs
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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 weeks, 5 days 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.

3 weeks 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
3 weeks, 5 days 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.

4 weeks 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.

4 weeks, 1 day 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 month 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.

1 month 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.

1 month 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
1 month 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
1 month, 1 week 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
1 month, 1 week 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.

1 month, 1 week 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
1 month, 1 week 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
1 month, 1 week 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
1 month, 1 week ago

Director of Financial Planning Operations

Mercer Advisors 251-1K Capital Markets

Mercer Advisors is hiring a Director of Financial Planning Operations to lead a team of financial planners who produce prospect plans that support new client acquisition while improving capacity, workflow, and process efficiency.

Power BI Salesforce
1 month, 1 week ago

Manager, Martech

Mercer Advisors 251-1K Capital Markets

Mercer Advisors is hiring a Manager, Martech to oversee the reliability and improvement of acquisition systems that connect paid media, web capture, Salesforce, lifecycle automation, and analytics.

CRM Power BI Salesforce
1 month, 1 week ago

Financial Planner (Los Angeles)

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 client financial plans and coordinating with internal wealth management specialists.

CRM Salesforce
1 month, 1 week ago

Administrative Assistant (Estate Planning Operations Specialist)

Mercer Advisors 251-1K Capital Markets

Mercer Advisors is hiring an Estate Planning Operations Specialist to provide daily administrative support for the Estate Planning group and help process client estate plans and related workflows.

CRM
1 month, 1 week ago

Legal Assistant (Estate Planning Service Specialist)

Mercer Advisors 251-1K Capital Markets

Mercer Advisors is hiring an Estate Planning Service Specialist to support its estate planning team and clients through administrative coordination and document handling in a fast-paced legal environment.

1 month, 1 week ago

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