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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

25 jobs
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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
12 hours, 49 minutes ago

Talent Developer I

Mercer Advisors 251-1K Capital Markets

Mercer Advisors is hiring a Talent Developer I to train and support client service team members while contributing to day-to-day wealth management operations in a collaborative national client service environment.

12 hours, 49 minutes 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.

2 days, 12 hours 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
4 days, 13 hours ago

Internal Fund Administrator

Mercer Advisors 251-1K Capital Markets

Mercer Advisors is hiring an Internal Fund Administrator to oversee a fund-of-funds complex, coordinating administrators and auditors while ensuring accurate valuations, reporting, and data integrity for investment and compliance needs.

4 days, 13 hours 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.

1 week ago

Portfolio Consultant III

Mercer Advisors 251-1K Capital Markets

Mercer Advisors is hiring a Portfolio Consultant III to support wealth advisors with investment management, portfolio implementations, and investment deliverables for clients and newly acquired firms.

1 week, 4 days ago

Marketing Operations Specialist

Mercer Advisors 251-1K Capital Markets

Mercer Advisors is hiring a Marketing Operations Specialist to support local marketing strategy by managing events, sponsorships, and special projects across multiple markets.

CRM Salesforce
2 weeks, 4 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
2 weeks, 4 days 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.

2 weeks, 4 days ago

Portfolio Consultant

Mercer Advisors 251-1K Capital Markets

Mercer Advisors is hiring a Portfolio Consultant III to support Wealth Advisors with investment and portfolio management, implementation oversight, and client-facing investment deliverables across the firm’s wealth management platform.

2 weeks, 4 days 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
1 month, 1 week 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 month, 1 week 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 month, 2 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.

1 month, 2 weeks 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, 3 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 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 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 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 ago

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