Mercer Advisors

Business Intelligence Developer

• The Senior Business Intelligence Analyst will develop and oversee reports and tools that indicate performance of key elements of the Mercer business and identify levers for improvement.
• Sales & Marketing Analytics and Reporting – Develop and maintain analytics tools, dashboards, and data sources to assist firm leaders in the Sales and Marketing functions in effectively sourcing and converting new business leads.
• Client Service Operational Performance – Collaborate with Head of Client Service, Chief Solutions Officer and SVP, Investment Platform Operations to deliver continuous productivity improvement and exceed client expectations.
• Analyze marketing campaign performance, lead generation activity, and funnel conversion to support strategic decision making.
• Implement automation to identify potential delivery challenges, enabling proactive resolution to enhance client satisfaction.
• Design and maintain scalable data sources ensuring consistency, flexibility, and usability. Cleanse, tag, and structure sales data to ensure accuracy and alignment across systems.

Senior Business Intelligence Analyst

• Assisting with various tax-season processes including assembling/scanning/archiving data, logging in tax returns, preparing internal forms, preparing pre-tax-season files, e-filing, processing of tax files after mailing, and delivering returns.
• Accurately inputting tax data into technology systems including tax software and transcribing confidential client correspondence.
• Coordinating and communicating with tax advisors, managers, and other team members to perform job functions.
• Maintaining data integrity across all systems, confirming data and making updates, and preparing reports.
• Other general administrative duties as needed.

Seasonal Tax Administrator

Vice President

• Engage with potential wealth management clients over Zoom, phone, and/or in person to understand their needs and share how Mercer can help
• Draw on financial expertise as well as resources across the organization to create distinct value for each client and present a tailored view of how Mercer can help achieve their goals
• Own your sales pipeline from start to finish, converting and nurturing potential clients to create a best-in-class experience for every potential client
• Act as a self-motivated leader within a fast-growing, high-visibility arm of the organization and leverage opportunities for personal growth

Regional Vice President – Channel

Financial Planning and Analysis

• Prepare financial plans for prospective clients, as well as clients, including spending plans, investment analysis, retirement projections, Social Security analysis, education-funding analysis, stock options analysis, estate-planning analysis, tax planning, asset protection, and risk management needs analysis.
• Work with the sales team and advisors to collect documents from clients to prepare the financial plan.
• Use financial planning tools (ex: eMoney, Morningstar, SS Analyzer, Excel worksheets, CRM, portfolio analysis) to create financial plans for clients.
• Partner with sales and wealth advisor teams to deliver an exceptional, seamless client experience focusing on accuracy and timeliness.
• Collaborate with other groups within Family Wealth Services and Investments to develop client strategies that incorporate relevant and specific recommendations to each client.
• Keep current on financial planning topics including, but not limited to, cash management, investments, wealth transfer strategies, complex retirement needs, Social Security, and tax planning.
• Assist with creating and implementation of workflows and procedures to improve efficiency and enhance one team procedures and processes.

Financial Planner

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

Revenue Operations

• Build trusted, consultative relationships with leaders across Sales, Client Development, Marketing, Finance, and Product.
• Serve as a strategic advisor—translating business priorities into operational models and actionable insights.
• Facilitate alignment across diverse stakeholder groups, creating clarity and shared ownership around key initiatives.
• Navigate complex, matrixed environments with a focus on communication, collaboration, and measurable outcomes.
• Lead planning, execution, and governance of major revenue operations initiatives.
• Manage complex projects from concept to completion, ensuring transparency, accountability, and timely delivery.
• Strengthen Mercer’s GTM rhythm through consistent processes across prospecting, QBRs, and pipeline management.
• Develop the documentation, frameworks, and operational playbooks that enable scale and repeatability.
• Own development of analytical models, dashboards, and KPIs that help GTM leaders make informed decisions.
• Deliver analysis that illuminates pipeline health, forecast trends, channel performance, and client lifecycle metrics.
• Apply deep knowledge of SaaS and subscription metrics to strengthen predictability and long‑term revenue visibility.
• Partner with Data/BI teams to ensure accuracy, accessibility, and integrity of GTM data.
• Enhance Salesforce workflows, reporting, and data quality to improve efficiency and seller experience.
• Collaborate with platform and enablement teams to optimize Mercer’s broader GTM tech stack.
• Assess and recommend tools that support scale, client engagement, and operational excellence across the revenue lifecycle.

Senior Manager, Revenue Operations

System Administrator

• Support, assist and monitor day-to-day operations for Microsoft 365 products including Office applications, Teams, Exchange Online, SharePoint and OneDrive
• Support Entra ID and AWS IAM management. This includes user lifecycle management, group management, and role-based access controls.
• Monitor and assist with cloud infrastructure across Azure and AWS environments, including Route 53 management.
• Support and assist with single sign-on integrations and SaaS registrations.
• Manage and assist with the day-to-day operations and administration of the organization’s file storage solutions.
• Manage and assist with the day-to-day operations and administration of the organization’s unified communication platforms.
• Support and assist with administration and day-to-day operations of the organizations zero trust platform
• Assist with maintaining secure egress IP configurations for SaaS and third-party integration
• Monitor and assist with day-to-day operations and administration of the organization’s email security paltform.
• Configure, deploy, administer, and maintain office network infrastructure, including firewalls, routers, switches, and wireless systems.
• Monitor and troubleshoot network performance issues, connectivity problems, and outages
• Coordinate and assist with network documentation, modifications, support, maintenance and troubleshooting
• Assist with the administration and day-to-day operation and management of endpoint management platforms, including patch management and application deployment.
• Support Windows, macOS, iOS, and Android devices throughout their lifecycle, including enrollment and decommissioning
• Collaborate with security and compliance teams to support endpoint security initiatives and audits

Systems Administrator I

• Own the End-to-End Tax Experience (Client + Advisor)
• Define and execute a consistent, multi-channel Tax client experience and advisor experience, including onboarding, delivery, updates/communications, and “moments that matter.” This may be tailored for tax-only clients and / or clients with varying complexity.
• Establish and operationalize VOC/VOF listening posts and convert insights into prioritized fixes and measurable improvements.
• Create or refine playbooks (e.g., onboarding, handoffs, escalations, seasonal readiness) to provide an excellent client experience: timely, clear, and consistent.
• Drive Operating Leverage, Capacity, Efficiency & Quality
• Lead process redesign to improve experience, quality, and throughput across tax workflows (quoting/routing, ongoing communication, intake, prep, review, delivery).
• Build an operating system for Tax that includes: capacity planning, work segmentation, load balancing, SLAs, and clear ownership
• Reduce administrative burden on Tax managers and teams by simplifying workflows, clarifying roles, and implementing scalable support mechanisms
• Operational Telemetry & Business Management
• Establish and maintain operational telemetry (dashboards, KPIs, routines) to provide transparency into volume, cycle times, WIP, quality, and bottlenecks.
• Define, track, and report key outcomes such as experience, productivity, and adoption — and lead monthly/quarterly performance reviews with action plans.
• Cross-Functional Delivery & Tech Enablement
• Partner with Technology/Product and Tax leadership on Tax tech stack initiatives (e.g., onboarding tooling, document sharing, workflow automation, Aspen-related enhancements) and ensure “operational readiness”
• Translate operational pain points into clear business requirements; drive change management, training enablement, and adoption across stakeholders.
• Leadership & Stakeholder Management
• Demonstrate comfort and competence in the face of change management. Serve as a senior cross-functional leader who can align Tax, Wealth Management, Client Service, and Operations partners around priorities, sequencing, and accountable execution.
• Build strong relationships with Tax leaders, advisors, and client service teams; act as an escalation point for systemic issues and help remove blockers quickly.

Director, Tax Experience – Operations

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

• 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.