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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Mercer Advisors is hiring a Portfolio Consultant III to support wealth advisors with investment strategy, portfolio implementations, and investment deliverables across the firm’s wealth management platform.
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.
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.
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.
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.
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.
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.
Mercer Advisors is hiring a Client Development Associate to support client onboarding and sales efforts for its Wealth Management and Regional Vice President teams.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.