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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

21 jobs
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Content Operations Specialist

Mercer Advisors 251-1K Capital Markets

Mercer Advisors is seeking a Content Operations Specialist to support its Marketing Content team by coordinating workflows, webinars, vendors, onboarding, and operational processes that keep internal requests moving efficiently.

Monday.com
2 days, 8 hours ago

Process Engineer

Mercer Advisors 251-1K Capital Markets

Mercer Advisors is hiring a Process Engineer, Partner Integration to evaluate newly acquired firms’ operations and technology and build structured, sequenced integration plans across its national wealth-management organization.

CRM Salesforce
6 days, 9 hours ago

Director, Financial Planning

Mercer Advisors 251-1K Capital Markets

Mercer Advisors is seeking a Director of Financial Planning to lead its centralized planning team, standardize planning processes, and improve the delivery of comprehensive financial plans to clients and wealth management teams.

6 days, 9 hours ago

Attorney (Estate Planning Strategist) - (Atlanta, Chicago, New York, Dallas)

Mercer Advisors 251-1K Capital Markets

Mercer Advisors’ Estate Planning team is seeking a lawyer to support wealth solutions for high-net-worth clients through estate plan review, maintenance, and client-facing advisory work.

2 weeks ago

Senior Attorney (Sr Estate Planning Strategist) - (Atlanta, Chicago, New York, Dallas)

Mercer Advisors 251-1K Capital Markets

Mercer Advisors is hiring an Estate Planning professional for its Wealth Solutions team to support high-net-worth clients with estate planning strategies and nationwide advisor collaboration.

2 weeks ago

Manager, Senior Portfolio Consultant

Mercer Advisors 251-1K Capital Markets

Mercer Advisors is hiring a Manager, Senior Portfolio Consultant II to lead the Portfolio Consulting function, manage direct reports, and support investment portfolio operations across the firm.

2 weeks, 5 days ago

Director of Client Development - Financial Planning

Mercer Advisors 251-1K Capital Markets

Mercer Advisors is hiring a Director of Financial Planning Operations to lead a team of planners creating prospect financial plans that support new client acquisition and scalable growth.

Power BI Salesforce
2 weeks, 5 days 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.

4 weeks 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.

4 weeks 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.

4 weeks, 2 days 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.

4 weeks, 2 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 month 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 month 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
1 month, 2 weeks 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
1 month, 2 weeks 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
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.

2 months, 2 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, 3 weeks 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, 3 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.

3 months, 4 weeks ago

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