Mercer Advisors

Integrated Marketing Director

Mercer Advisors

full-time

Posted on:

Location Type: Remote

Location: United States

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Job Level

Lead

About the role

  • 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.

Requirements

  • Bachelor's or Master's degree
  • Minimum 5 years of experience in wealth management or financial services.
  • Demonstrated expertise in engaging and serving UHNW women and their families.
  • Strong client service orientation with proven experience driving retention, advisor productivity, and client acquisition.
  • Excellent communication, presentation, and executive presence, with comfort in public speaking and media settings.
  • Proven ability to develop and execute national strategies that drive measurable business growth.
  • Strong time management and organizational skills in high-energy, high-volume environments.
  • Must be a humble, entrepreneurial, hardworking team player with a positive "can do" attitude.
  • Proficiency in MS Excel, Word, Outlook, and PowerPoint.
  • Flexibility to travel up to 30% required.
Benefits
  • Company Paid Basic Life & AD&D Insurance
  • Company Paid Short-Term and Long-Term Disability Insurance
  • Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
  • Three medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
  • Health Savings Account (HSA) with company contributions on a per pay period basis if enrolled in either HDHP medical plan.
  • Two comprehensive Dental Plans
  • Vision Insurance Plan
  • Dependent Care Savings Account for child and dependent care.
  • 14 Company Paid Holidays with a full week off at Thanksgiving.
  • Generous paid time off program for vacation and sick days
  • Employee Assistance Plan
  • Family Medical Leave
  • Paid Parental Leave (6 weeks)
  • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 weeks) to provide time for recovery, baby bonding, and enjoying your family time.
  • Adoption Assistance Reimbursement Program
  • Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.
  • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match
  • Pet Insurance
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
wealth managementfinancial servicesclient retentionclient acquisitionnational strategy developmentbusiness growth
Soft Skills
client service orientationcommunicationpresentationexecutive presencepublic speakingtime managementorganizational skillsteam playerentrepreneurial mindsetpositive attitude
Certifications
Bachelor's degreeMaster's degree