Mercer Advisors

Manager

• Perform bookkeeping, data entry, and process Accounts Payable (A/P) & Accounts Receivable (A/R).
• Prepare and print checks.
• Generate qualitative financial reports.
• Issue 1099-Misc forms to applicable vendors.
• Oversee maintenance and repair work.
• Conduct regular property inspections and plan for capital improvements.
• Collaborate with brokers to market and lease available spaces.
• Develop, prepare, and manage property budgets.
• Collect rent, enforce lease terms, and maintain accurate payment records.
• Provide tenant support and manage tenant relationships.
• Coordinate vendor correspondence, scheduling, and management.
• Manage incoming calls, emails, and physical correspondence.
• Provide general administrative assistance as needed.

Real Estate Manager

• Prepare tax returns for high-net-worth individuals, trusts and businesses
• Create quarterly estimates and projections
• Responsible for clear & concise communication with clients on all matters related to delivery of income tax returns
• Perform tax research
• 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, as well as communicate the effects of the law changes to clients
• All other duties as assigned

Senior Tax Associate

Revenue Operations

• Develop and maintain dashboards, reports, and forecasting models to support revenue planning and operational decision‑making.
• Analyze key revenue metrics (conversion rates, pipeline velocity, funnel performance, forecast accuracy) to identify trends and root causes.
• Surface actionable insights that improve sales productivity and operational efficiency across the revenue organization.
• Improve revenue processes including lead‑to‑client conversion, pipeline hygiene, territory alignment, and handoff between Marketing, Sales, and Client Service.
• Evaluate and implement tools, workflows, and automation to streamline operations and enhance data quality.
• Support business performance reviews by delivering structured insights and standardized reporting packages.
• Partner with Sales, Marketing, Finance, and Client Service to unify revenue data, align KPIs, and support strategic planning initiatives.
• Collaborate with Finance to support operational alignment on forecasting, compensation modeling, and strategic business initiatives.
• Engage with Marketing to evaluate campaign performance and support attribution analysis across the full funnel.
• Maintain data integrity across CRM and BI systems; identify and resolve data inconsistencies to ensure high‑quality reporting.
• Define and document standard KPIs, reporting frameworks, and data dictionaries used across the revenue organization.

Senior Analyst, Revenue Operations

Client Services Representative

• Responsible for day-to-day operations support, including but not limited to money movements, account maintenance requests, Salesforce case entry and management, for Wealth Management Teams as part of the National Client Service Team
• Ensuring all paperwork and procedures for client requests are completed and adhere to compliance requirements
• Coordinating with internal operation departments to ensure WMT requests are fulfilled
• Managing client deposits
• Maintaining data integrity across all systems and updating as necessary
• Researching client issues in cooperation with back-office operation partners
• Some duties can include if appropriate - onboarding new clients, processing transfer paperwork, setting up new accounts while coordinating with the wealth management team, custodians and Envestnet
• Other duties as needed

National Client Service Specialist

Chief Marketing Officer

• Partner with Marketing to stand up and execute integrated campaigns targeting specialized women-focused segments such as business owners, divorcees, widows, and professionals.
• Ensure campaigns align with strategic goals and deliver measurable impact.
• Support brand engagement through events and external partnerships.
• Build and manage the Women and Wealth roadmap and operating plan.
• Convene advisors and practice leaders into collaborative groups focused on women’s needs.
• Align internal teams for execution and service design.
• Support industry engagement through conferences, attendance and speaking opportunities, summits, and partnerships (e.g., InvestHers leadership team).
• Work with Head of W&W to identify and acquire women-led or women-owned firms as strategic partners.

Integrated Marketing Director

Product Manager

• Drive the execution of product initiatives from conception to launch, ensuring timely and high-quality delivery.
• Lead a group of cross-functional engineers and designers to develop tools and platforms that enhance advisor efficiency and effectiveness.
• Work with third-party service providers and influence their roadmaps to align with Mercer Advisors' goals.
• Utilize data-driven insights to improve product performance and advisor satisfaction continuously.
• Be ultimately responsible for the outcome and KPIs of the products you build.
• Gather and prioritize requirements from financial advisory team to inform product development.
• Prepare written requirements for each development sprint based on design, users, and engineers’ input for each feature.
• Conduct user testing and gather feedback to ensure products meet the needs of advisors.
• Integrate advisor feedback into product iterations to enhance usability and functionality.
• Dive into the details of our operations and processes to find technology-powered solutions for improvements.
• Identify opportunities for small and significant enhancements to our business processes through technology.
• Influence and assist in maintaining software development lifecycle to ensure the Product Team is operating at peak efficiency.
• Consistently engage in measuring the health and performance of our products and features to provide insights to drive informed decision-making and continuous improvement within our team.
• Integrate AI capabilities into advisor workflows to drive growth.
• Use data and machine learning to drive recommendation.
• Leverage AI to make yourself and your team more effective at building.
• Act as a liaison between advisors, internal stakeholders, and external partners.
• Communicate product updates, insights, and performance metrics to senior leadership and stakeholders.
• Ensure alignment of product goals with business objectives and advisor needs.
• Mentor and guide junior product managers and team members.
• Foster a collaborative and innovative team culture.
• Bring a data-driven mindset and culture to our team, ensuring decisions are based on robust analytics and metrics.
• Ensure that the product team adheres to best practices and industry standards.

Senior Product Manager

• Research, analyze, and review individual, corporate and partnership tax returns for HNW and UHNW clients
• Lead a niche responsibility such as our UHNW client segmentation or highly complex tax law subject matter expertise
• Provide insight on clients’ current entity structures, family businesses, corporate tax issues and philanthropic strategies
• Review and analyze sophisticated models of wealth transfer and philanthropic strategies for clients, incorporating federal and state income and estate tax consequences
• Independently review and summarize planning documents (e.g., Irrevocable Trusts, operating agreements) to create an analysis of current planning strategies and provide feedback and recommendations
• Responsible for clear & concise communication with clients on all matters related to the delivery of income tax returns
• Work with tax staff to respond to tax notices and review of correspondence
• Assist with the advancement of technical knowledge and mentorship of less experienced tax team members
• Partner with the Client Development team by providing tax expertise for prospect meetings, proposals, presentations, and client retention initiatives
• Identify tax‑related opportunities that enhance client relationships and support the firm’s business development strategies
• Participate in client and prospect conversations to help articulate tax planning value and support overall client experience goals
• All other duties as assigned

Tax Director – Client Development

• Own the Opportunity Engine roadmap from discovery through delivery
• Define requirements for growth action types from Share of Wallet to referral
• Make decisions on scope, sequencing, and tradeoffs with clarity and speed
• Partner daily with engineering, design, data, and business stakeholders
• Run agile ceremonies and ensure your pod has what they need to deliver
• Coordinate across Technology, Business Intelligence, Sales, and Field Enablement teams
• Manage relationships with external partners
• Integrate AI capabilities into advisor workflows to drive growth
• Use data and machine learning to drive recommendation
• Leverage AI to make yourself and your team more effective at building
• Define success metrics and track progress toward client excellence and net revenue retention goals
• Partner with BI to build dashboards that show pipeline health by advisor, market, and division
• Continuously improve based on pilot feedback and usage data

Director, Product Management

Data Analyst

• Overall responsibility of leading the migration of acquired firms’ client relationship management data from legacy systems to Salesforce, including serving as the project lead and liaise between acquired firm personnel, a third-party Salesforce consulting firm, M&A Integration Project Managers and other Mercer personnel.
• Assist with the gathering, organizing and validating of client, account, transaction, performance and fee data from pre-acquisition portfolio management systems and prepare the data to be migrated to the Envestnet platform.
• Interface with acquired firm employees and internal stakeholders to resolve post-migration clean up issues related to data feeds and missing data.
• Generate Salesforce reports to match client households and individuals to account owners from pre-acquisition systems (utilizing Excel formulae to programmatically match households and person accounts).
• Ensure that all accounts at all custodians are on a direct or third-party data feed from the custodian to Envestnet.
• Possess the ability and to navigate and learn third party CRM and portfolio management systems.

Partner Integration Portfolio Data Analyst

Financial Planning and Analysis

• Conduct comprehensive financial analysis to support strategic decision-making, including but not limited to budgeting, forecasting, and variance analysis.
• Manage and analyze headcount plans, movement, and analysis working closely with cross functional teams.
• Maintain and evolve capacity models for sales, relationship management, and value-added services across customer segments and markets.
• Prepare monthly, quarterly, and annual financial reports and presentations for management, investors, and stakeholders.
• Develop and maintain financial models to evaluate business performance, analyze trends, identify areas for business optimization.
• Collaborate with enterprise-wide teams to develop annual operating plans, financial forecasts, and strategic initiatives.
• Evaluate investment opportunities, conduct ROI analysis, and provide recommendations to optimize capital allocation.
• Support ad-hoc financial analysis and special projects as required.

Senior Financial Analyst, FP&A

Data Engineer

• Creating and maintaining optimal data pipeline architecture.
• Enterprise pipeline orchestration set up administration (AWS Glue, Airflow, Fivetran)
• Assembling large, complex data sets that meet functional & non-functional business requirements.
• Identifying, designing, and implementing internal process improvements: automating manual processes, optimizing data delivery, re-designing infrastructure for greater scalability.
• Building the infrastructure required for optimal extraction, transformation and loading of data from a wide variety of data sources using relevant technologies.
• Working with stakeholders to assist with data-related technical issues and support their data infrastructure needs.
• Securing the data within our environment.
• Working with our analytics experts to strive for greater functionality in our data systems.
• Building processes supporting data transformation, data structures, metadata, dependency, and workload management.
• Maintaining our data model.
• Other duties as assigned.

• Hire, train, mentor, and develop 13 Financial Planners supporting Client Development.
• Manage planner capacity, workflow, and deadlines; create strategic plans to absorb future growth and increased demand for prospect proposals.
• Serve as a CFP® practitioner, producing prospect financial plans to support client acquisition.
• Motivate and lead the team, ensuring accountability, full capacity utilization, and high-quality output. Develop KPIs, KPI tracking, financial modeling and KPI reporting. Responsibilities involve strategy development, execution and reporting to senior management on sales driven financial outcomes. Prepare accurate financial reports and performance dashboards for management.
• Design and implement process enhancements to unlock capacity, improve efficiency, and support process improvement. Identify and implement efficiencies in automation and quality delivery of our sales process.
• Drive engagement and alignment across internal stakeholders by collaborating with senior leaders, escalating critical issues, and identifying opportunities for improvement. This role requires a highly innovative leader who can thrive within a complex, cross-matrix organization. Key responsibilities include ensuring strategic alignment, fostering shared accountability, and cultivating a culture of seamless collaboration—where teams leverage their unique expertise to achieve collective success.

Director of Client Development – Financial Planning

Director

• Design and implement a comprehensive strategy for employee wealth programs and referral initiatives to drive growth in the Community channel.
• Establish clear goals, KPIs, and reporting mechanisms to measure success.
• Lead marketing efforts for employee wealth programs, including campaign development, messaging, and branding.
• Partner with internal marketing teams to create compelling content and promotional materials that engage employees and encourage referrals.
• Oversee digital and offline marketing channels to maximize program visibility and participation.
• Develop educational resources and training programs to ensure employees understand wealth offerings and referral processes.
• Host webinars, workshops, and internal events to promote program awareness and adoption.
• Work closely with Compliance, HR, Operations, and Sales to ensure program alignment with company policies and objectives.
• Serve as the primary liaison for leadership on program performance and strategic adjustments.
• Continuously analyze program performance and employee engagement data to identify opportunities for improvement.
• Implement best practices and innovative approaches to enhance participation and outcomes.

Director, Employee Wealth Programs

Community Manager

• Lead and make successful go‑to‑market partnerships with institutional referral partners beyond our custodial relationships.
• Drive strong institutional partnerships in the Endowment & Foundation space through strategic relationships.
• Drive the success of institutional partnerships with outside companies, including the management of qualified plan assets and making wealth management services available to company employees.
• Directly contribute to success through sales conversations with prospective clients who are generated through these efforts.
• Support the fast‑growing, dynamic sales team and collaborate to drive sales momentum within a client‑focused environment.
• Own the sales pipeline from start to finish, converting and nurturing potential clients and ensuring a best‑in‑class experience for every prospective client.
• Assist in identifying and qualifying potential clients to ensure strong alignment with the firm’s services and that prospects are a good fit.
• Engage with potential clients over Zoom, phone, and/or in person to understand their needs and clearly articulate how the firm can help.
• Actively participate in professional growth, soliciting and incorporating feedback into sales conversations and participating in team trainings or activities.

RVP – Endowments & Foundations

• Lead rapid-response teams: Drive initial intake and creation of “Tiger Teams” for high‑value opportunities; validate lead eligibility and stand up teams leveraging standardized, organized process with stakeholder buy-in. Ensure capacity and manage specialist assignments.
• Ensure Orchestration of HNW customer journey: Ensure Client Development specialists coordinate calendars for meetings, set agendas, and run internal prep huddles; schedule and coordinate proposal calls; ensure executive participation & all resources required are confirmed and briefed.
• Manage internal stakeholders: Interface with senior leaders; synthesize updates clearly; escalate issues with context and recommended options; maintain momentum across multiple concurrent Tiger Teams.
• Develop unified governance & CRM hygiene: Ensure Tiger Team artifacts (notes, action items, decisions) are captured; keep Salesforce stages, owner assignments, and follow‑ups current; proactively surface risks/blockers and drive resolution.
• Drive long-term team strategy: Identify opportunities to improve and grow the program by establishing and tracking core program KPIs such as outcomes, conversion rates, cycle time, etc; facilitate retrospectives and document / act on learnings.