Mercer Advisors

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 and Analysis

• 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.

Senior Director, New Partner Success

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 Envestnet proposals (and related software deliverables) for Wealth Management Teams.
• Understanding of account configuration options including cash reserves, rebalancing frequency, and do-not-buy / do-not-sell restrictions
• Comprehensive knowledge of short-term and long-term capital gains tax to help transition portfolios over desired time-horizons.
• 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 III

• Communicate effectively to understand client objectives to execute desired outcomes.
• 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.
• Working knowledge of capital markets and portfolio design.
• Ability to effectively match Advisor implementation goals with available investment strategies.
• Drafting, supporting, and auditing Envestnet proposals (and related software deliverables) for Wealth Management Teams.
• Understanding of account configuration options including cash reserves, rebalancing frequency, and do-not-buy / do-not-sell restrictions
• Working knowledge of short-term and long-term capital gains tax to help transition portfolios over desired time-horizons.
• Responsible for executing standardized workflows and investment processes
• Manage portfolio implementations concurrently to meet or exceed Service Level Agreements
• Provide recommendations on process improvements to increase efficiency and enhance client experience
• Collect and submit accurate portfolio level data for implementation and resolve issues quickly
• Audit implementations to ensure outcome is consistent with target portfolio objectives
• Support the training of new hires, ensuring the team is well-prepared to deliver exceptional investment management services.

Portfolio Consultant II

Solutions Engineer

• The M&A Integrations Engineer reports to the Senior Director, Infrastructure & Operations and partners closely with the Partner Integrations team and senior leadership.
• This role leads infrastructure, SaaS, and on-premises integration and migration efforts in a fast-paced, collaborative environment.
• The position requires frequent travel, decisive troubleshooting and decision-making, and clear communication at every level, including with firm principals who have little technical background.
• Travel to acquired firm locations to assess infrastructure, conduct discovery, and drive integration activities in line with Mercer Advisors' cloud-only environment.
• Lead decommissioning of on-premises equipment and migrate workloads, email, documents, and SaaS applications to Azure and Microsoft 365.
• Serve as the day-to-day technical contact for the Partner Integration team, acquired firm staff, and senior leadership throughout each integration.
• Deploy and support SaaS applications, Azure IaaS services, network infrastructure, video conferencing, and ISP connectivity at acquired locations.
• Own DNS and domain migrations from planning through cutover.
• Be the second-level escalation for the Service Desk and help the team get comfortable supporting newly integrated environments.
• Write and maintain PowerShell scripts to automate repetitive tasks and keep configurations consistent across environments.
• Maintain documentation around SOPs, project status, and work performed.
• Priorities shift around firm close and migration dates; flexibility is required.

M&A Principal Integrations Engineer

• Work in close partnership with clients’ financial advisors to craft and deliver portfolio construction, asset location, vehicle selection, and other investment-related advice to a select group of assigned high net worth clients
• Represent and provide expert insight into the firm’s investment philosophy, processes, and platform to local advisor teams and HNW clients
• Provide thought leadership, portfolio construction, service, and analytical support to local advisor teams
• Ensure timely completion of annual portfolio reviews (including Reg 9s, if applicable) by local advisor teams, in accordance with the firm’s compliance and investment department requirements.
• Engagement in industry associations, events and research to stay on top of trends and developments
• Some travel required to build and manage relationships with regional offices and/or key client relationships

Senior Investment Strategist – Texas

Executive Assistant

• Provide comprehensive, high-level administrative support to multiple executives and senior leaders
• Proactively manage complex and frequently changing executive calendars, schedule meetings, and coordinate domestic travel arrangements
• Serve as a key point of contact and trusted liaison between executives, internal teams, external partners, and clients, ensuring timely, professional, and service-oriented communication
• Anticipate executive needs, prioritize requests, and independently resolve issues while escalating risks or delays as appropriate
• Maintain accuracy and integrity of internal systems, records, reports, and executive documentation
• Manage sensitive and confidential information with the highest level of discretion
• Screen, prioritize, and respond to incoming meeting requests on behalf of executives
• Prepare, organize, and track reports, presentations, data, and materials to support executive decision-making
• Coordinate and execute internal and external meetings and events as needed, including logistics, materials distribution, and follow-up on action items
• Plan, organize, and support corporate and executive-sponsored events, ensuring alignment with business objectives
• Uphold and enhance office procedures, processes, and best practices to improve efficiency
• Lead or support special projects and initiatives as assigned, often across multiple teams and stakeholders

• Develop and maintain unified financial planning processes that drives efficiency for client service teams dedicated to UHNW clients at Mercer Advisors.
• Oversee the day-to-day activities, training and developing members of the centralized Financial Planning Group.
• Collect, codify, and disseminate best practices related to financial planning production.
• Develop and maintain “playbook” on development and delivery of financial plans to create maximum efficiency and ease of delivery for client service.
• Proactively modify internal systems to support and enhance the financial planning experience.
• Lead and mentor team of planners on delivering financial plans, including overseeing day-to-day tasks, training, time management, coaching, and mentoring.
• Cultivate superior relationships with wealth management team members in support of the financial planning process specific to UHNW clients.
• Develop and maintain training programs for wealth management teams on how to deliver financial planning, and tools to use for effective delivery.
• Stay informed of evolving industry trends, regulations, and planning issues, and communicate relevant changes to the organization.
• Create visibility for Mercer Advisors regarding financial planning by producing collateral, being a thought leader within the company as well as in the industry.