Mercer Advisors

• 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

Financial Planning and Analysis

• Build the enablement roadmap and run programs end-to-end in partnership with Sales Leadership, RevOps, Marketing, Product, and Compliance.
• Design and deliver structured onboarding, 30/60/90 ramp plans, and readiness checkpoints that reduce time-to-productivity.
• Implement a scalable coaching system (call listening/scoring, role plays, deal reviews, pipeline inspection) to improve seller effectiveness and confidence.
• Own a tiered curriculum (foundational → advanced) that strengthens consultative selling, financial planning acumen, and competitive value defense.
• Create and maintain a single source of truth for sales playbooks, discovery guides, objection handling, competitive positioning, and best practices—built for real field use and adoption.
• Define enablement KPIs, track adoption and proficiency, and tie programs to business outcomes (ramp time, conversion rates, win rates, cycle time, call quality).
• Partner with Compliance/Legal to ensure training, messaging, and field tools support compliant communication and high-integrity client engagement.
• Lead and develop a high-performing enablement team and/or a network of field champions.

Senior Director, Sales Performance & Enablement – Financial Services

• Support Investment Strategist partnership with RVPs to represent and provide expert insight into the firm’s investment philosophy, processes, and platform within Regis and select Ascend level prospect opportunities.
• Provide portfolio construction, sales, service, and analytical support to local RVP and advisor teams for Regis and select Ascend clients across all asset classes including alternatives.
• Liaise with the Portfolio Consulting Group (PCG) as needed to construct proposals and various analyses for prospective and new-to-firm clients.
• Deliver an excellent experience to prospective and new-to-firm clients in analyzing their investment portfolios and developing relevant materials that educate on the firm’s investment platform and philosophy.

Investment Specialist

Director

• Own the end-to-end Pinpoint program: strategy, operating model, campaign architecture, testing agenda, and performance optimization.
• Partner deeply with vendors and internal technology teams to shape the product roadmap and unlock new capabilities.
• Lead flagship launches, pilots, and high-visibility campaigns that set the quality bar.
• Scale Pinpoint from pilot to a repeatable program across markets and specialties, including a self-serve model for field teams alongside national campaigns.
• Drive adoption of AI-powered capabilities (automation, agents, assisted workflows) to scale 1:1 outreach while maintaining human judgment where it matters.
• Own identification and prioritization of high-value target audiences using data, market insights, sales input, and AI-assisted signals.
• Translate growth priorities into audience segments (profession, life stage, geography, intent signals, affinity) and architect testable campaigns with clear objectives and success metrics.
• Make segmentation decisions with imperfect data, balancing rigor, speed, and test-and-learn principles. Refine continuously based on performance and field feedback.
• Partner with Specialty Marketing on campaign concepts and positioning.
• Personally draft and version 1:1 outreach messaging for flagship campaigns.
• Leverage AI to accelerate personalization and testing while maintaining brand, quality, and compliance standards.
• Create templates, examples, and best practices that scale across markets and specialties.
• Own the marketing-to-sales handoff experience for targeted acquisition programs, ensuring that engagement converts into confident, timely client development action.
• Partner with Client Development, RevOps, and Operations to define and document post-engagement playbooks, including ownership, follow-up expectations, conversion standards.
• Ensure sales teams receive clear context on campaign intent, audience rationale, messaging themes, and recommended next actions.
• Identify conversion breakdowns and partner with Client Development to proactively evolve the operating model to improve consistency and outcomes.
• Act as hands-on coach to local market teams and sales leaders on targeted acquisition and AI-enabled marketing.
• Lead working sessions and live enablement (not just training decks) to raise execution quality across the org.
• Manage contractors responsible for campaign builds and execution. Define workflows incorporating AI-assisted execution with clear accountability and quality control.
• Review and QA output for accuracy, consistency, and adherence to standards. Balance hands-on work with delegation as the program scales.
• Define and track metrics from outreach through meeting conversion and downstream client impact.
• Synthesize results into actionable insights for leadership and field teams, and use performance data to inform audience strategy, messaging evolution, and program investment.

Director, Targeted Acquisition

Manager

• Own the operational health of acquisition workflows across the funnel (capture → CRM → follow‑up → measurement), ensuring reliability, speed, and accuracy.
• Build and maintain integrations and automations between systems such as CRM, forms/scheduling tools, paid media platforms, and reporting pipelines using modern integration approaches (native connectors, no‑code/low‑code platforms, and/or light scripting where appropriate).
• Identify high-impact manual processes and replace them with scalable automations and clearer operating workflows.
• Own acquisition-facing Salesforce configuration and administration required for marketing and sales workflows (e.g., key fields, lifecycle/stage consistency, routing/assignment logic, attribution inputs, validation rules, and workflow automations).
• Ensure CRM data created via acquisition systems is accurate, consistently structured, and usable downstream for reporting and optimization.
• Partner with Technology and Product teams on platform-level changes while owning day‑to‑day configuration, QA, and ongoing maintenance for acquisition workflows.
• Partner with technology to launch key initiatives to improve conversion (e.g., lead scoring, lead routing) and maintain/optimize ongoing systems.
• Build and maintain AdTech systems including audience creation, value-based bidding logic, and more.
• Improve the reliability and usability of dashboards by ensuring upstream systems generate consistent, well-defined, reliable data inputs.
• Support back-end data processes, e.g, connecting marketing platforms to PowerBI dashboards or other reporting tools.
• Support CRM‑to‑paid‑platform measurement signals where applicable (e.g., lifecycle-based conversion events), ensuring the right data is captured and mapped reliably.
• Support clean tracking and measurement across acquisition channels by maintaining campaign metadata, taxonomy, and conversion definitions.
• Implement lightweight validation checks so data issues are caught early and do not silently degrade decision-making or prospect experience.
• Leverage tools like Zapier to implement automated monitoring and alerting for critical workflows so failures are detected quickly (e.g., missing records, broken handoffs, integration failures, unexpected data behavior).
• Partner with analytics team to establish strong QA discipline (testing, change control, documentation/runbooks) so improvements are repeatable and do not introduce regressions.
• Use AI tools and agent-based workflows (e.g., Claude) to accelerate design, documentation, debugging, and iteration on acquisition systems and automations.
• Identify high-leverage opportunities where AI-assisted workflows improve speed, quality, or reliability—while maintaining appropriate guardrails and human oversight.

Manager, Martech

Vice President

• Coordinate and schedule meetings with prospects, clients, and internal teams.
• Qualify and schedule Wealth Path and Custom Wealth referrals
• Ensure timely follow-ups and confirmations.
• Assist with lead generation and participate in Regional Sales Activities
• Maintain regular communication with prospects to nurture relationships and move them through the sales pipeline.
• Provide timely responses to inquiries and requests.
• Work with prospects over Zoom, phone and/or in person
• Monitor and manage the sales pipeline to ensure accurate forecasting and reporting.
• Track progress and identify opportunities for improvement.
• Take detailed meeting notes and update the CRM system with relevant information.
• Ensure all client interactions and updates are accurately recorded.
• Plan case preparation
• Assist with planning and holding wholesale events in nearby centers
• Assist with wholesaling sales emails
• Coordinate the transition of new clients from the sales process to the onboarding team.
• Ensure a smooth and efficient hand-off to maintain client satisfaction.
• Plan and schedule events, including client meetings, webinars, and industry conferences.
• Manage event logistics and ensure successful execution.

Tax Associate

Tax Associate

Tax Associate

Senior Director, Sales Performance & Enablement – Financial Services

Investment Specialist

Director, Targeted Acquisition

Manager, Martech

Associate Vice President