Mercer Advisors

• Go-to for things related to onboarding and processing of new tax clients.
• Input new client information in our systems and ensure the accuracy of all new client data.
• Process new client onboards efficiently and within specified SLAs while providing excellent customer service to clients and internal stakeholders.
• Generate fee quotes and communicate with clients for approval.
• Assist with new tax employee onboarding and related administrative tasks.
• Assist with billing and invoicing tasks, including monthly tax billing.
• Assist with terminating tax client engagement (Tax NLC processing).
• Assist with newly acquired firms’ integration.
• Comfortable using various reports to assist with tracking workflow and monitoring data integrity.
• Provide ongoing insight and suggestions for process improvement.
• Maintain a high level of communication with Manager, Tax Operations to ensure projects stay up-to-date and are completed in a timely manner.
• Communicate with clients in a timely and professional manner, ensuring a high-quality client experience.
• Other general operations and administrative duties as needed.

Tax Operations Specialist

Solutions Engineer

• Analyze client segmentation and revenue data to identify trends, inform growth strategy, and uncover opportunities to deepen relationships and improve retention across the Wealth Solutions client base.
• Analyze operational data — including team capacity, workload distribution, wait times, and demand trends — to identify patterns, surface actionable insights, and develop recommendations that drive continuous improvement across the Wealth Solutions organization.
• Build and maintain models that track key operational and capacity metrics, support workforce planning and resource allocation, and measure the effectiveness of strategic initiatives.
• Partner with leaders across Wealth Solutions, Finance, and the Business Intelligence team to translate business questions into analytical frameworks and clear, concise outputs.
• Develop and present crisp, well-structured analyses and recommendations to senior leadership — turning complex data into a compelling narrative.
• Monitor client retention, revenue trends, and operational performance metrics; proactively flag risks and opportunities with supporting analysis.
• Support the design and evaluation of initiatives aimed at improving advisor productivity, client experience, and revenue growth.
• Collaborate with the BI team to leverage existing data infrastructure, and identify gaps where new data sources or reporting tools would enhance decision-making.
• Contribute to special projects and strategic initiatives as directed by senior leadership, with the ability to move quickly and adapt to evolving priorities.

Senior Manager, Wealth Solutions Strategy and Analytics

Art Director

• Develop and articulate a compelling creative vision that aligns with company strategy and brand goals.
• Translate business objectives into breakthrough creative strategies and concepts that drive measurable outcomes.
• Stay ahead of industry trends, competitor activity, and emerging technologies to keep our creative approach fresh and relevant.
• Lead, mentor, and inspire a multidisciplinary team of designers and writers, encouraging continuous growth and innovation.
• Collaborate across departments to ensure seamless integration of creative efforts throughout the organization.
• Provide clear direction and constructive feedback to internal teams and external partners.
• Oversee the development of creative concepts, campaigns, and designs that effectively communicate the company’s message and resonate with target audiences.
• Drive the creation of compelling visuals, graphics, copy, and multimedia content across digital, print, video, and social media channels.
• Ensure all creative outputs maintain a consistent and high-quality look, feel, and voice aligned with brand standards.
• Work hands-on when needed, especially during high-impact campaigns, contributing to concept development, copywriting, and design.
• Champion a performance-focused creative approach, using data and insights to guide ideation, execution, and optimization.
• Partner with analytics and marketing teams to evaluate creative effectiveness and continuously improve based on results.
• Embrace a test-and-learn mindset, leveraging A/B testing, audience insights, and performance metrics to refine messaging, visuals, and formats.
• Manage multiple projects simultaneously, ensuring timely delivery and high-quality results.
• Define project scopes, timelines, and deliverables in collaboration with stakeholders.
• Develop scalable creative systems and templates to support rapid campaign deployment and brand consistency.

Creative Director

Product Manager

• Define and own the product vision and multi-year roadmap for the Regis platform to balance near-term priorities with long-term transformational goals
• Translate business strategy, client needs, and advisor feedback into a cohesive, prioritized product direction
• Develop a deep, first-hand understanding of workflows across advisors, clients, and operational teams through direct engagement
• Synthesize diverse and sometimes conflicting inputs into clear problem statements and high-impact opportunities
• Identify root causes of friction and design scalable, integrated workflows that improve client and advisor experience
• Bring structure to an evolving environment, shifting from reactive development to intentional product design
• Translate Regis Ultra High Net Worth and Family Office business needs into clear product requirements, user stories, and process flows
• Lead product discovery and solution design to ensure the right problems are being solved
• Partner with engineering and architecture teams to design solutions that are scalable, maintainable, and aligned to long-term platform goals
• Ensure consistency and integration across a multi-system platform ecosystem
• Own Regis platform adoption to drive utilization of new process flows, measure advisor and client engagement with platform capabilities, and provide hands-on enablement support to ensure use as designed
• Define and manage a prioritized product roadmap, balancing business impact, user needs, technical constraints, and dependencies
• Align roadmap decisions with strategic objectives while operating within budget and resource constraints
• Partner with internal technology team and external partners to translate priorities into execution plans
• Remain actively engaged through delivery to ensure outcomes align with product intent and business objectives
• Serve as the central point of alignment across Product, Technology, Operations, Investments, Compliance, and external partners
• Facilitate decision-making across competing priorities, trade-offs, and sequencing considerations
• Influence stakeholders at all levels without direct authority and lead cross-functional initiatives
• Oversee the evolution of a multi-system platform ecosystem, ensuring it remains integrated, scalable, and aligned to long-term needs

Senior Director, Product Manager

Client Services Representative

• Responsible for day-to-day operations and administrative support for one or more registered representative including answering inbound calls and email requests, scheduling and gathering client data for ongoing service processes
• Ensuring all paperwork and procedures for client requests are completed and adhere to compliance requirements
• Coordinating with internal operation departments to ensure client 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
• Onboarding new clients, processing transfer paperwork, setting up new accounts while coordinating with the brokerage service team, custodians, and Black Diamond
• Other duties as needed

Client Service Associate

Operations

• Assisting with leading administrative tasks related to Trust Services including maintaining client documents and assisting staff with workflow.
• Working closely with leadership to ensure timely correspondence with internal teams and clients.
• Liaison between the WMT and any Corporate Trustee business partner by providing advanced knowledge of best practice operations.
• Working collaboratively to document key processes.
• Assisting with client tax reporting working with Corporate Trustee tax reporting vendor with coordinating tracking and delivery of all tax documents
• Serving as quality control point to ensure that all calls, transactions, maintenance changes, policy and procedures for customer requests have been adhered to in accordance with compliance requirements and Trust Operations Internal Guidelines
• Reviewing and maintaining unique asset pricing.
• Establishing and maintaining internal procedures and service standards related to Trust Operations identifying and implementing the most efficient workflow
• Cross training to serve as back-up to other team members
• Other duties as assigned by management

Trust Operations Coordinator

Events

• Act as a strategic thought partner to the Chief Commercial Officer, Vice President of Content, and other executives, contributing to long-term planning, process innovation, and cross-functional alignment.
• Oversee venue sourcing, vendor negotiations, contract execution, and event logistics including catering, AV, transportation, and setup/teardown either on your own or in partnership with our third party event management company.
• Partner with the marketing team to ensure seamless execution of invitations, presentations, signage, and branded collateral.
• Help manage on-site operations, including setup, troubleshooting, and post-event wrap-up.
• Own post-event analytics, including survey feedback, and budget reconciliation.
• Own and manage event budgets.
• Maintain and expand vendor relationships, including a centralized database of preferred venues and suppliers.
• Anticipate needs, proactively resolve challenges, and ensure frictionless execution.

Senior Event Manager

• Own the Advisor Experience roadmap from discovery through delivery, across NPS, advisor practice management, advisor transitions, and Aspen AI
• Build the Aspen and client portal integrations behind NPS reimagined, so advisors can receive and action client feedback in real time
• Deliver the capacity and practice management tools that give leaders real-time visibility into advisor capacity for growth, and map advisor expertise to client needs
• Make decisions on scope, sequencing, and tradeoffs with clarity and speed
• Build the at-risk advisor identification and transition tools that keep clients with us when an advisor leaves or retires, planned or unplanned
• Deliver advisor playbooks that reduce the risk of departures and client loss
• Make NLC events logged, visible, and acted on consistently inside Aspen, so we learn from them and reduce how often they happen
• Own Aspen AI for the advisor experience: meeting prep, transcription, and follow-up that give advisors time back
• Use data and machine learning to surface the right next step for each advisor
• Use AI to make you and the teams building with you faster and sharper
• Set the priorities and requirements that our development partners and other pods build against
• Work day to day with engineering, design, and data across those partners and pods to keep delivery on track
• Partner with Business Intelligence on the dashboards behind client health, NPS, and transition tracking
• Own the relationship with our external development partners
• Build the product that moves the Client Excellence KPIs: Net Revenue Retention, Client NPS, Client health score, Advisor retention, Transition success, and NLC Rate
• Partner with Wealth Operations & Experience, who owns these outcomes, to turn product into results
• Keep improving based on pilot feedback and real usage

Director, Product Management – Advisor Experience

Advisor

• The Associate Advisor Guide will identify, qualify, and develop quality sales opportunities.
• Handle lead generation programs, call campaigns and strategies to acquire new clients.
• Engage clients through inbound calls and follow-up outbound calls, e mail and other approved media.
• Exhibit a high degree of energy.
• Engage prospective clients by building trusting relationships with a high degree of integrity and personal accountability.
• Ensure exceptional service and satisfaction.
• Participate in an open-communication environment within a busy team.
• Other duties or tasks as assigned by management.

• 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

General

• Conduct legal research and draft legal documents
• Participate in day-to-day operations of the estate planning team
• Support administrative team with compilation of legal documents
• Shadow client meetings and review documents
• Other duties as needed

Estate Planning Intern

Vice President

• Define and execute a comprehensive privacy strategy aligned with business goals, regulatory requirements, and industry best practices.
• Responsible for compliance with global privacy laws (e.g., SEC Regulation S‑P, GLBA, CCPA/CPRA, GDPR, PIPEDA, state-level privacy laws), including AI tools, models, and workflows. Monitor regulatory changes and lead organizational readiness.
• Create, maintain, and enforce privacy policies, standards, and data-handling procedures across the enterprise, and develop and report on compliance metrics.
• Lead privacy risk assessments, DPIAs, vendor risk reviews, and audits. Identify gaps and drive remediation.
• Develop and implement AI‑specific data‑handling policies and controls, including rules for input restrictions, redaction, anonymization, retention, and secure storage of AI‑generated or AI‑processed data, as well as controls for access management, monitoring, and employee training on safe and compliant AI usage.
• Oversee processes for data subject rights, consent management, data retention and deletion, breach response, privacy-by-design, and use of data in AI.
• Assist in managing response to privacy incidents, coordinating with security and communications teams.
• Partner with Compliance, Technology, the People Team, and Marketing to embed privacy into systems, products, and workflows.

VP, Privacy

• Support the fast-growing, dynamic sales team
• Own your sales pipeline from start to finish, converting and nurturing potential clients to create a best-in-class experience for every potential client
• Assist in identifying and qualifying potential clients to ensure they are a good fit for Mercer Advisors
• Engage with potential clients over Zoom, phone, and/or in person to understand their needs and share how Mercer can help
• Actively participate in your own growth, soliciting and incorporating feedback into your conversations with potential clients and participating in team trainings or activities

Regional Vice President, DTC

Billing Specialist

• Perform monthly billing audits, including fee calculations, account troubleshooting, and adjustment processing
• Review and maintain client accounts and household structures to ensure accurate fee schedule assignments
• Partner with advisors and internal stakeholders to update and maintain billing instructions, ensuring alignment with client agreements
• Reconcile direct debit results and ensure timely and accurate fee collection
• Respond to billing-related inquiries from advisors and Client Service teams in a timely and professional manner
• Partner with Trading and Client Service teams to ensure sufficient account liquidity for billing debits
• Proactively track, manage, and follow up on outstanding, failed, or rejected fee transactions
• Investigate root causes of failed collections and coordinate resolution
• Partner with advisors, Client Service, and Trading teams to facilitate collections, including funding accounts, re-processing fees, or updating client billing setups
• Maintain detailed records of collection efforts and outstanding balances; provide regular reporting on aged receivables and collection status
• Identify trends in collection issues and recommend process improvements to reduce failed or delayed billing

Administration

• Play a central role in the oversight, monitoring, and reporting of a fund of funds complex
• Serve as the primary point of coordination across third-party fund administrators and auditors
• Blend operations, valuation oversight, and investment support critical to ensuring accuracy, timeliness, and integrity of fund reporting
• Ensure fund valuations are accurate and prepared in accordance with valuation policy
• Ensure investor reporting is consistent and reliable
• Support investment decisions with high-quality data
• Act as primary point of contact for external auditors
• Coordinate annual audit process across fund entities
• Prepare and maintain quarterly shadow valuations for each fund
• Independently track and reconcile capital activity, NAV movements, and performance metrics
• Prepare quarterly fund monitoring and oversight reports for the Investment Committee
• Reconcile data across internal systems, custodians, and underlying fund reports
• Enhance internal processes for valuation consistency, reconciliation workflows, and reporting efficiency