Mercer Advisors

Community Manager

• 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, Community

Operations

• The Infrastructure Operations Specialist is responsible for the day‑to‑day operational reliability of the firm’s technology infrastructure through continuous monitoring, incident response, and structured escalation.
• This role serves as a first and second line of defense for infrastructure‑ and security‑related alerts, executes documented response playbooks, and ensures consistent operational and audit evidence.
• This position is intentionally scoped to focus on monitoring, response, and coordination, while platform ownership, configuration, and engineering responsibilities remain with Systems Administrators and Infrastructure Engineers.
• Two positions will be established, with one on each coast, to extend business‑hours coverage in a cost‑effective manner.

Infrastructure Operations Specialist

Manager

• Assess and diagnose current seller compensation plans.
• Partner with Partner Development, Finance, People, and Legal during diligence and deal structuring to design aligned compensation approaches.
• Model compensation scenarios and clearly articulate tradeoffs and considerations.
• Ensure compensation commitments made during negotiations are deliberate, documented, and operationally feasible post-close.
• Own and maintain clear, scalable compensation frameworks for M&A, including standard models, transition approaches, and exception criteria.
• Define governance for bespoke arrangements, including tracking, sunset provisions, and conversion to standard plans.
• Create repeatable playbooks, tools, and documentation used by deal teams, People Partners, Rewards, and Finance.
• Develop clear education materials for incoming partners explaining Mercer’s compensation philosophy, programs, and what to expect over time.
• Translate specific compensation commitments into Mercer’s compensation cycle.
• Manage phased transitions, including multi-year or multi-cycle transitions.
• Ensure accuracy and alignment across Compensation, Legal and Finance.
• Act as the escalation owner for M&A compensation issues post-close.
• Maintain a centralized, living repository of all M&A compensation commitments.
• Serve as the single source of truth for historical M&A compensation decisions.
• Build and maintain deep industry expertise in wealth management compensation practices, including advisor, partner, and leadership pay models.
• Interact directly with sellers, acting as a credible, trusted partner.
• Represent Mercer’s culture of collaboration, professionalism, and long-term partnership in all seller interactions.
• Partner seamlessly internally, presenting a unified and collaborative front to sellers.

Senior Manager, New Partner Compensation Programs

• Overseeing, supporting, and managing the team of service specialist to ensure they are performing pursuant to key metrics; as well as following best practices for group, client, and advisor interaction
• Managing service specialists, as assigned, through overseeing day-to-day tasks, training, assisting with time management, coaching, and mentoring
• Developing and building internal resources to assist Estate Planning group with their tasks
• Handling all time off and time keeping responsibilities for team of service specialists
• Recruiting, training, and onboarding new service specialists
• Leading regular service specialist meetings
• 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.
• Other duties, as assigned.

Manager, Estate Planning Service

Recruitment

• Full cycle recruitment with strong organizational skills with an attention to detail around compliance and employment laws.
• Work closely with Hiring Managers throughout the full recruitment lifecycle:
• Intake Meeting
• Sourcing
• Interview/Assessment
• Interview Scheduling for candidates who pass the phone screen
• Finalist Selection
• Offer & Acceptance
• Develop and maintain a centralized requisition log, candidate flow to close, participate in weekly team meeting with Recruiting Manager to discuss requisition status, candidate flow, barriers to recruitment, and placement close.
• Ensure requisitions, postings, interview and selection processes are aligned with organizational/team requirements/specifications
• Source, select, screen, interview and evaluate candidates for various career opportunities within the organization, including providing counsel and guidance to hiring managers
• Creatively source for candidates while building a network of candidates for current and future opportunities (LinkedIn, national and local professional associations)
• Identify alternative recruitment methods such as online recruitment methods, job fairs, professional organizations, technical programs, and universities to target highly skilled individuals and work with Director, Talent Acquisition and Senior Director, People Operations on additional recruitment strategies to be implemented timely to have a successful recruitment cycle for the hiring manager.
• Manage all temporary agency relationships. Actively involved in screening Agency referrals with the decision to not forward to hiring manager based on HR/Recruiting knowledge, culture, and skillset assessment.
• Write, place, and maintain compelling job postings to communicate our unique and engaging work culture.
• Manage evergreen requisitions for candidate qualification, interests to build a database of future candidates for pipeline recruitment.
• Contribute to the team with best practice recruitment and retention strategies to build a best-in-class and diverse and equitable employee workforce.
• Active contributor to team projects, and other roles as assigned.

Talent Acquisition Partner

Director

• The Director, Client Relationship Expansion is a senior field practitioner who delivers Mercer Advisors' Client Relationship Expansion programs directly to advisors and Managing Partners across assigned markets.
• The role owns advisor coaching, market activation, and Managing Partner engagement, and supports the program's scale across all three divisions.
• The Director leads full activation cycles independently, embeds in market leadership cadences, and applies the firm's advisor behavior standards in every engagement.
• Approximately 75% of this role is advisor-facing field delivery; 25% is program design, messaging, and strategic initiative support.
• Lead full Relationship Expansion activation cycles in assigned markets — from Managing Partner partnership and practice diagnostic through advisor discovery, pipeline development, and close.
• Serve as the primary field presence across the Relationship Expansion program portfolio, including Workshops, Direct Opportunity Support, and 1:1 and Small Group Activation Coaching.
• Partner with the Senior Director on Market Plans, supporting diagnostic and strategic planning conversations with Managing Partners and Team Leaders.
• Build direct working relationships with Managing Partners and Relationship Managers; embed in their team cadences without requiring Senior Director presence.
• Deliver 1:1 coaching, group education sessions, and office hours across active markets; build advisor confidence and held-away conversation habits through structured, repeated engagement.
• Apply the firm's advisor behavior standards in every coaching engagement, translating program content into practical advisor action.
• Coach advisors on share of wallet dynamics, held-away asset conversations, and opportunity-specific language across Outside Assets, Account Bridge, Excess Cash, and Concentrated Positions.
• Track advisor progress and surface patterns in confidence, objection handling, and pipeline conversion to inform program iteration.
• Contribute to program design, coaching module development, and field messaging — bringing direct field observation to the Senior Director and Program Manager to sharpen materials and approach.
• Participate in weekly pipeline reviews with Managing Partners; provide market-level engagement reporting to the Senior Director.
• Identify friction points in advisor activation and recommend process or content improvements.
• Support onboarding of M&A-integrated advisors into Relationship Expansion programs and advisor behavior standards.

Director, Client Relationship Expansion

Software Engineer

• Deliver engaging hands-on virtual workshops to train team members on financial services, day-to-day operations, and technical operational systems, tools, and platforms used in daily operations
• Support onboarding of new hires and ongoing professional initiatives
• Manage diverse learning paces and styles through individual coaching to develop skills and professional growth in a productive training environment
• Monitor progress and conduct skill assessments for new team members
• Develop and maintain up to date curriculum training materials including guides, presentations, and learning units
• Responsible for day-to-day operations support for Wealth Management Teams as part of the National Client Service Team, including but not limited to money movements, account maintenance requests, internal case entry and management, and managing client deposits
• Ensuring all paperwork and procedures for client requests are completed and adhere to compliance and Custodian requirements
• Maintaining data integrity across all systems and updating as necessary
• Assisting various team members with complex requests and answering questions with elevated knowledge
• Actively participating in company initiatives, testing and pilot groups, and specialized workflows
• 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 Orion
• Other duties as needed

Talent Developer I

• Supports market-level Community growth by executing prospecting and community engagement activities.
• Assists with events and follow-up, partnering closely with Lead Community RVP.
• Prospects & pipeline development focused on designated opportunity types.
• Acts as “boots on the ground,” assists with logistics, and actively works the room to connect with prospects, COIs, and partner firm stakeholders.
• Own timely follow-up and outreach workflows after events.
• Provides support to new partner firms alongside Lead Community RVP.
• Conducts outreach to potential COIs and supports meeting scheduling and follow-up.
• Runs pinpoint campaigns and targeted prospect outreach based on defined lists.
• Explores and develops relationships with local nonprofits and local M4YC opportunities.
• Maintains accurate data tracking and organization.

Associate Vice President, Community

• Responsible for providing leadership to the Direct Client Development team.
• Motivate and encourage client development team members to ensure targets are met.
• Review and analyze sales and operational records and reports.
• Partner with the leadership team to create and execute a strategic sales plan that expands our client base.
• Recruit sales team members, set objectives, train and coach them and monitor their performance.

Director, Direct Client Development

Program Manager

• The Program Manager, Client Relationship Expansion is a hands-on operator responsible for the curriculum, infrastructure, and operational discipline that allow the firm's Relationship Expansion programs to run at scale.
• This role owns coaching module development, field interaction tracking, Business Insights partnership, and integration of advisor platforms — including Opportunity Engine 2.0 and Aspen — into the program's behavioral framework.
• The Program Manager is the connective tissue between the field team and the dedicated Business Insights analyst, ensuring that reporting is timely, relevant, and translated into program action.
• Approximately 75% of this role is program operations and build; 25% is direct collaboration with field team members and cross-functional partners.

Program Manager, Client Relationship Expansion

• The Director of Field Development is a senior field practitioner responsible for delivering Mercer Advisors' Client Relationship Expansion programs directly to advisors and Managing Partners across assigned markets.
• This role takes primary ownership of advisor coaching, market activation, and Managing Partner engagement — allowing the Senior Director of Client Relationship Expansion to operate at the strategic level while the programs scale across all three divisions.
• The Director leads full activation cycles independently, embeds in market leadership cadences, and carries the firm's Behavioral Architecture Framework into every advisor engagement.
• Approximately 75% of this role is advisor-facing field delivery; 25% contributes to program design, messaging, and strategic initiative support.

Director of Field Development, Client Relationship Expansion

Customer Support

• Go-to for client facing and non-client facing administrative tasks related to tax, including maintaining client tax documents, assist staff with workflow, assembling tax returns and electronic filing of returns.
• Comfortable using various reports to assist with managing workflow and monitoring data integrity.
• Provide ongoing insight and suggestions for process improvement.
• Work closely with the tax practitioner team and Manager, Tax Operations to ensure timely correspondence with internal teams and clients.
• Communicate with clients in a timely and professional manner, ensuring a high-quality client experience.
• Handle client invoicing for services provided.
• Shipping, scanning and assembling tax returns, and other client related documents.
• Assist with off-peak tax season projects to optimize team performance and the client experience.
• Other general administrative duties as needed.

Tax Support Specialist

• Prepare, review and sign 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 the 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
• Work with tax staff to respond to tax notices and review of correspondence
• Stays up to date on tax law and any changes, as well as communicates the effects of the law changes to clients
• Mentoring responsibility for a team of Senior Tax Associates, Tax Associates, and/or Tax Support Specialists in the local office or region, as assigned.
• All other duties as assigned

Tax Manager

• 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