Mercer Advisors

Marketing Operations

• Project Intake, planning & logistics
• Create detailed event briefs and project timelines.
• Select and book venues and locations.
• Arrange for essential event services (catering, entertainment, AV, transportation).
• Negotiate and execute contracts with vendors and stakeholders.
• Manage menu selection and floorplan creation.
• Supervise event setup, execution, and teardown.
• Collaborate with the marketing team on all event-related materials, including invitations, advertisements, and presentations.
• Establish invitation list in partnership with local offices and oversee invitation process.
• Manage event registration technology and track RSVPs.
• Determine branding, signage, and swag needs.
• Maintain relationships with key vendors for future events.
• Keep an updated list of venues and vendors.
• Create and manage Salesforce market campaigns for each local event or campaign.
• Ensure accurate attendance is recorded and ROI is tracked.
• Administer and monitor results for post-event surveys and look to incorporate feedback to future events.
• Reconcile spend vs. event budget and track costs.
• Ensure all leads from an event are systematically documented and tracked.
• Intake sponsorship requests from local offices and assess whether they fit the regional strategy.
• Manage internal approval process through marketing, finance, and compliance teams.
• Work with content team on any marketing collateral related to sponsorship and manage production of assets.
• Intake special project requests from local offices and assess whether they fit the regional strategy.
• Manage planning process and execution of special projects.
• Work with content team on any marketing collateral needed and manage production of assets.

Marketing Operations Specialist

Financial Planning and Analysis

• Partner with internal teams to identify, prioritize, and deliver enhancements across multiple domains: Trading, Billing, Cash Management, Client Reporting, Investment Proposal, and Operational quality and scale.
• Collaborate with diverse technical and non-technical stakeholders to define, document and execute product strategies and roadmaps.
• Lead cross-functional initiatives, including but not limited to new investment product launches, to improve user experience for internal teams and clients.
• Support escalated issues from the Product Support team, ensuring timely resolution and effective communication.
• Drive change management and adoption of new features and processes across platforms and teams.
• Rationalize and articulate priorities based on business impact and strategic alignment.
• Operate with a strong sense of ownership and accountability for outcomes.
• Continuously learn and adapt to evolving business needs and technology landscapes.
• Document and refine business processes, workflows, and reporting outputs.
• Manage a portfolio of integration and enhancement activities from planning to execution.

Product Manager, Investment Platform

Consultant

• Communicate investment philosophy and available investment strategies clearly and effectively.
• Provide status updates on portfolio implementations proactively and timely.
• Deliver an excellent experience to our Wealth Advisor Teams in developing and implementing investment strategies
• Must have the ability to work both independently as well as within a team on multiple time-sensitive projects with a high degree of accuracy and attention to detail.
• Lead presentations on various investment topics to Wealth Advisor teams.
• Support new Portfolio Consultants with developing core competencies within investment platform.
• Demonstrate a comprehensive understanding of capital markets and portfolio design & management.
• Ability to effectively match Advisor implementation goals with available investment strategies.
• Expertise in complex investment vehicles, models, and platform, including public and private markets.
• Drafting, supporting, and auditing analytics, proposals, and deliverables for Wealth Management Teams.
• Strong grasp on overall process & workflow to help troubleshoot portfolio inquiries.
• Collaborate with key central teams to coordinate process improvement.
• Responsible for managing standardized workflows and investment processes
• Manage portfolio implementations concurrently to meet or exceed Service Level Agreements
• Audit implementations to ensure outcome is consistent with target portfolio objectives
• Lead the training of new hires, ensuring the team is well-prepared to deliver exceptional investment management services.

Portfolio Consultant

Manager

• The Senior Research Manager is a key contributor within Mercer Advisors’ Investment Management Group (IMG), responsible for the oversight and implementation of the firm’s investment solutions across billable AUM.
• Support the investment research process through manager due diligence, capital markets research, performance analysis, and documentation of investment policies and procedures.
• Work closely with the Director, Investment Research, and other members of the Investment Research Team to ensure the integrity and effectiveness of the firm’s investment platform.
• Collect, analyze, and maintain asset class-level data and performance metrics with a focus on fixed income, special solutions, and derivative instruments.
• Take a leadership role in the design and evaluation of asset class investment frameworks, portfolios, and SMA strategies.
• Conduct initial and ongoing due diligence of traditional, systematic, and quantitative investment managers and strategies.
• Build, monitor, and refine tools to analyze performance attribution and risk management.
• Draft, maintain, and update detailed memos on strategies – incorporating due diligence questionnaires, fund manager engagement and quantitative monitoring reports – that adhere to compliance and operational guidelines.
• Prepare materials and analysis for Mercer Advisors’ Investment Committee and sub-committees.
• Contribute to capital markets research and assist in the development of educational content for internal stakeholders.
• Support the documentation and maintenance of departmental investment policies and procedures.
• Collaborate with the Director, Investment Research on regulatory audits and internal documentation reviews.

Senior Research Manager

Operations

• Ensure accurate private investment reporting in Orion, including positions, transactions, valuations, and performance.
• Own and manage the Arch → Orion data feed, validating that all private investment data flows correctly.
• Monitor daily data exceptions and reconciliation reports, resolving breaks across Arch, Orion, and custodial records.
• Troubleshoot data mapping issues, valuation discrepancies, and performance calculation errors with internal teams and vendors.
• Assist with the private investment portion of M&A onboarding, including data migration, position setup, and historical mapping.
• Review and convert legacy spreadsheets or systems from acquired firms into Arch and Orion.
• Support processing and validation of capital calls, distributions, and periodic valuations as needed.
• Maintain documentation for reporting standards, system workflows, and data processes.
• Collaborate with Technology, Data Engineering, Reporting, and Operations teams to ensure data integrity and system stability.
• Communicate clearly with advisors and internal stakeholders regarding reporting status, data issues, and resolutions.
• Other duties as needed

Private Markets Operations Specialist

Attorney

• Meet with wealth advisors/financial planners/other wealth management and members of the Wealth Solutions group to review, fund, and maintain estate plans, with guidance
• Reviewing and summarizing existing estate planning documents, including making appropriate recommendations regarding changes and additions based upon changes in law and family circumstances, with guidance
• Answering general informational estate planning questions from clients and advisor teams
• Serving as an in-house resource in estate planning to wealth management teams nationwide
• Remaining current with related estate, trust, and tax legislation nationwide
• Managing a service specialist, as assigned, as related to overseeing day-to-day tasks, training, calendars, time management, coaching, and mentoring
• Other duties as assigned

Attorney – Estate Planning Strategist

• Financial planning is the foundation of Mercer Advisors. The Financial Planning Group is a centralized team of paraplanners that supports Wealth Management Teams nationwide by creating customized, comprehensive personal financial plans.
• This role is responsible for document analysis, data management, financial plan construction, ongoing maintenance, and implementation. Membership in the Financial Planning Group offers an excellent opportunity for individuals seeking to build strong technical expertise in preparation for a career in financial planning or as a future Wealth Advisor.
• In this role, you will prepare comprehensive financial planning modules using a variety of industry-leading software and proprietary tools. You will collaborate closely with in-house specialists in investments, tax, estate planning, and insurance solutions. Success in this position requires a genuine passion for financial planning, along with self-motivation, flexibility, strong attention to detail, a process-driven mindset, analytical skills, high follow-through, and excellent communication abilities.

Financial Planner – National

Vice President

• Maintain Salesforce hygiene and data accuracy to support visibility, forecasting, and effective follow-through.
• Manage pipeline upkeep and administrative follow-up to help protect opportunity flow and conversion.
• Support advisor match and routing to help ensure timely response and appropriate lead handling.
• Serve as a backup resource for inbound FC calls and support, as needed.
• Coordinate Financial Planning Group (FPG) proposal requests and other sales support tasks that advance opportunities efficiently.
• Manage wholesaling and FC-facing email support to improve responsiveness and consistency.
• Protect speed-to-lead and overall responsiveness across the market through disciplined task execution and follow-up.
• Support branch events and post-event follow-up activities in partnership with market leadership.
• Support the Regional Vice President by collecting and organizing prospect data and personal details to facilitate a seamless new client onboarding process.

Associate Vice President, Channel

• Prepare tax returns for high-net-worth individuals, trusts and businesses
• Create quarterly estimates and projections
• Responsible for timely and accurate response to tax questions, estimates, projections, and analysis with both tax and wealth management clients
• Coordinate with tax support staff to ensure timely workflow practices and data integrity
• Work with tax staff to respond to tax notices and initial preparation of correspondence
• Stays up to date on tax law and any changes
• All other duties as assigned

Tax Associate

Legal Assistant

• Drafting various correspondence to wealth management teams and clients
• Following best practices for group, client, and advisor interaction
• General administrative tasks and other duties, as needed
• Supporting an estate planning strategist throughout the estate planning process; including acting as a primary point of contact for clients, managing correspondence with clients, administering calendar management for a strategist, scheduling meetings, and answering phones
• Supporting maintaining estate planning documents and estate planning reviews as a liaison with estate planning specialists, wealth management teams, and clients
• Maintaining client files, including preparing and finalizing notes for meetings

Legal Assistant – Estate Planning Service Specialist

Director

• Drives business development through leading prospective client meetings, presentations, and thought leadership publications.
• Identify planning gaps, articulating value, and supporting regional vice presidents in closing new client relationships.
• Meeting internally with wealth advisors, financial planners, other wealth management, and members of the Wealth Solutions group to review and maintain estate
• Reviewing and summarizing existing estate planning documents, and providing strategic recommendations to enhance the client’s overall planning structure
• Answering general informational tax and estate planning questions from clients and advisor teams
• Serving as an in-house resource in tax and estate planning to wealth management teams nationwide
• Remaining current with related estate, trust, and tax legislation nationwide
• Mentor and coach junior estate planning
• Build and maintain strong referral networks with attorneys, CPAs, and centers of influence.
• Other duties, as assigned.

Director, Wealth Strategy – Estate Planning

• Own day‑to‑day content management and publishing operations across the WordPress website and supporting microsites.
• Coordinate and execute a high volume of daily content updates and site change requests from multiple marketing and business stakeholders.
• Upload, format, edit, and publish content including articles, landing pages, images, documents, videos, and campaign assets, ensuring consistency with brand, compliance, and accessibility standards.
• Serve as the central point of intake for website content requests, providing clear prioritization, tracking, and communication on timelines and dependencies.
• Partner closely with SEO and content teams to implement on‑page optimizations, metadata updates, internal linking, and content enhancements that support organic visibility and performance.
• Ensure all published content remains current, accurate, compliant, and aligned with evolving marketing and business goals.
• Serve as the primary internal resource for website‑related requests across the marketing team.
• Establish and provide guidance on CMS processes, content standards, and publishing workflows to help stakeholders execute updates efficiently and accurately.
• Conduct regular QA and validation to ensure analytics data integrity across site updates, content launches, and new feature releases.
• Support the setup and execution of A/B and multivariate tests using Adobe Target, with a focus on content and UX optimization.
• Partner with UX, analytics, and marketing teams to operationalize experimentation learnings and support continuous improvement initiatives.
• Identify, document, and help resolve site issues related to performance, functionality, accessibility, or user experience in collaboration with internal stakeholders and external developers.

Manager, Web Operations – Personalization

Customer Success Manager

• Mercer Advisors closes 15–18 acquisitions per year.
• Every firm that joins is making one of the most significant decisions of their professional lives and the promise we make to them during the sales process is that joining Mercer will be better for their clients, their teams and the selling principals.
• The Senior Director, New Partner Success will be instrumental in keeping that promise.
• This role is the single point of contact for new partners: a senior, relationship-driven, commercially minded role for someone who can walk into a room of experienced financial advisors, earn their trust quickly, and guide them through the most complex organizational transition of their careers, while simultaneously owning the business outcomes Mercer needs from every acquisition.
• The Senior Director, New Partner Success is a value creation partner, responsible for knowing everything about their firms, driving measurable results, and intervening before problems become crises.
• They carry a portfolio of 8–10 firms at various stages of integration and are accountable for the commercial, cultural, and operational success of every one of them.