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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

24 jobs
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Portfolio Consultant III

Mercer Advisors 251-1K Capital Markets

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

19 hours, 20 minutes 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.

6 days, 19 hours 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.

6 days, 19 hours 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.

1 week, 1 day 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.

1 week, 1 day ago

Relationship Manager (Atlanta, GA)

Mercer Advisors 251-1K Capital Markets

Mercer Advisors is hiring a Relationship Manager I to support client service delivery for its wealth management teams, ensuring service commitments are executed consistently and contributing to client retention and practice growth.

1 week, 3 days ago

Service Desk Analyst

Mercer Advisors 251-1K Capital Markets

Mercer Advisors is seeking a Service Desk Analyst II to provide front-line technical support for users, resolve incidents and requests, and help maintain reliable IT operations in a professional office environment.

1 week, 3 days 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.

1 week, 5 days ago

Service Operations Associate (Denver, Boulder, Fort Collins - 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 execution across custodial and account processes.

CRM Salesforce
1 week, 5 days 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
3 weeks, 2 days 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
3 weeks, 2 days 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 weeks, 3 days 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
1 month, 1 week 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.

1 month, 1 week 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 month, 2 weeks 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, 4 weeks 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, 3 weeks 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, 3 weeks 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.

3 months 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
3 months ago

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