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Process Engineer

3 weeks, 6 days ago
United States
Full-time
Mid Level
Operations Analyst
Project and Program Management
CRM Salesforce
Apply Now
Mercer Advisors

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...

Capital Markets
251-1K
Founded 1985
View All Jobs 25

Description

  • Conduct post-LOI discovery conversations with newly acquired partner firms to understand operations, workflows, and technology.
  • Document current-state processes, systems, inventories, workflow diagrams, and technology environments.
  • Map partner-firm operations to Mercer Advisors’ operating architecture and technology stack.
  • Identify gaps, dependencies, and risks between partner operating models and target-state processes.
  • Build and refine a repeatable discovery, evaluation, and onboarding framework and toolkit.
  • Collaborate with Legal, Finance, Operations, Technology, Leadership, and integration teams on sequenced roadmaps.
  • Organize post-close changes into planned releases that help partner firms and internal teams prepare for transitions.
  • Travel to partner locations for onsite discovery and integration planning.
  • Provide subject-matter guidance on Mercer Advisors’ core operating systems, including Aspen.
  • Support change management and communication as partner firms adopt Mercer Advisors’ operating model.

Requirements

  • Bachelor’s degree required; Lean, Six Sigma, PMP, or related certification preferred.
  • Experience with business process documentation, workflow design, systems evaluation, and technology implementation.
  • Wealth management, RIA, or financial-services experience strongly preferred.
  • Familiarity with Mercer Advisors’ operations and Aspen highly preferred.
  • Experience with Salesforce or similar CRM/deal-management platforms preferred.
  • Strong analytical skills and the ability to turn complex or incomplete information into actionable plans.
  • Excellent written and verbal communication skills, including relationship-building during sensitive transitions.
  • Highly organized and detail-oriented, with the ability to create structure where no playbook exists.
  • Comfort working independently in an evolving role and building processes while executing them.
  • Willingness and ability to travel regularly to partner locations; Monday–Friday, 8 AM–5 PM schedule with flexibility as needed.
  • Prior M&A integration or acquisition-environment experience preferred.

Benefits

  • Base pay range of $85,000–$95,000 USD, plus eligibility for incentive compensation.
  • Medical, dental, vision, HSA, dependent-care savings, and supplemental insurance plans.
  • Company-paid life, AD&D, short- and long-term disability insurance.
  • 14 company-paid holidays, including a full week off at Thanksgiving, plus paid vacation and sick leave.
  • Paid parental leave, family medical leave, maternity benefits, and adoption assistance.
  • 401(k) plan with Traditional and Roth options, per-pay-period matching, and an after-tax option.
  • Employee Assistance Plan, concierge caregiving services, pet insurance, and preferred-price financial planning.

Interested in this position?

Apply directly on the company website

Apply Now

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