Jobs at Mercer Advisors

Own the end-to-end tax product vision, roadmap, and execution, including AI-powered tax preparation and planning. Lead cross-functional teams across engineering, design, data, tax, and operations; manage software vendor relationships; define AI automation and evaluation strategies; integrate tax capabilities into the broader technology platform; protect sensitive data; and measure product outcomes through usage data, quality metrics, and stakeholder feedback.

Build relationships with prospective wealth management clients, understand their financial needs, present tailored Mercer Advisors solutions, and manage the sales pipeline from initial engagement through conversion. The role requires strong financial services expertise, client relationship development, CRM proficiency, sales leadership, organization, and the ability to drive growth in a high-volume environment.

Supports client service requests, researches and resolves client concerns, maintains client information in a CRM, completes administrative tasks, and assists with special projects. The intern works with local and centralized teams, follows compliance and risk procedures, ensures documentation requirements are met, and contributes to a positive client experience. This is a 10-week, full-time, in-office internship focused on professional development, mentorship, and financial services experience.

Supports Regional Vice Presidents by maintaining Salesforce data, managing pipelines, coordinating advisor routing and proposal requests, handling sales communications, protecting speed-to-lead, supporting events, and organizing prospect information for onboarding. The role improves sales execution, responsiveness, conversion, and operational efficiency in a high-volume financial services environment.

Serve as a client-facing Relationship Manager I supporting Wealth Advisors by ensuring consistent service delivery, managing client workflows, resolving issues, driving client follow-up, tracking service KPIs, supporting client segmentation and onboarding, and identifying growth and retention opportunities to improve advisor practice performance.

Leads a market as a player-coach, serving high-net-worth clients as a senior wealth advisor while coaching and developing other advisors. Responsibilities include financial planning, investment analysis, client retention, fiduciary advice, referral-driven practice growth, regulatory compliance, and coordination with tax, estate, insurance, and portfolio experts. The role also supports acquired-practice integration and requires up to 20% travel for client meetings and training.

Support a Senior Wealth Advisor serving ultra-high-net-worth clients by preparing and delivering comprehensive financial plans, coordinating across investment, tax, and estate specialists, managing client meeting prep and follow-up, and progressively taking on client ownership while ensuring compliance and high-touch client service.

The Wealth Advisor builds client relationships, identifies financial goals, and develops tailored recommendations while ensuring compliance and acting as a fiduciary. They leverage in-house experts for comprehensive financial solutions.

Serve as lead tax advisor for ultra-high-net-worth families: develop multi-year tax strategies, lead year-round planning (entities, estate, charitable, liquidity), identify cross-border issues, coordinate compliance and outside advisors, oversee tax exams/controversies, manage and mentor tax team, and ensure tax advice is integrated with overall family office planning.

Leads execution and growth of Mercer Advisors’ institutional nonprofit practice. Responsibilities include developing and closing OCIO and advisory mandates, managing nonprofit client service and retention, supporting strategy and P&L planning, building marketing and thought leadership, mentoring the team, and collaborating with investment, finance, legal, compliance, and client service functions. The role requires expertise in institutional investment strategy, nonprofit governance, fiduciary practices, consultative sales, and long-cycle institutional business development.

Lead analytics for Wealth Solutions: analyze client segmentation, revenue, and operational data; build models for capacity and workforce planning; produce insights and recommendations for senior leadership; partner with BI and Finance to improve advisor productivity, client experience, retention, and revenue growth; support strategic projects and translate complex data into clear presentations.

Owns the high-net-worth sales program from opportunity creation through handoff, including pipeline standards, Salesforce data governance, reporting, training, playbooks, specialist coordination, forecasting, and cross-functional issue resolution. The role partners with sales, IT, operations, marketing, compliance, and senior leaders to improve adoption, identify bottlenecks, support deal progression, and turn pipeline data into actionable recommendations.

Leads Mercer Advisors’ Trading, Operations, and Billing organization of 60+ professionals supporting over $100 billion in client assets. Oversees trading execution, portfolio operations, reconciliation, reporting, advisory fee billing, risk controls, compliance, and custodial coordination. Drives platform strategy, process redesign, automation, scalability, fiduciary oversight, and continuous improvement while partnering with investment, technology, compliance, finance, advisors, and client service teams. Develops leaders, strengthens governance, and serves as the senior escalation point for complex operational and client-impacting issues.

Leads tax planning and compliance services for high-net-worth and ultra-high-net-worth clients. Responsibilities include reviewing and signing individual, gift, trust, corporate, and partnership tax returns; delivering tax projections and analysis; advising on entity structures, family businesses, wealth transfer, and philanthropy; managing client relationships; responding to tax notices; and mentoring tax professionals.

Leads Mercer Advisors' Growth organization roadmap, portfolio governance, operating cadence, revenue operations, field enablement, and conversion improvement initiatives. Manages a four-person Revenue Operations and Enablement team, coordinates cross-functional programs across Client Development, Marketing, Technology, and Analytics, drives onboarding and change management, and provides leadership with visibility into risks, progress, dependencies, and decisions required.

Provides legal guidance on mergers and acquisitions, contract negotiations, corporate governance, and related matters. Responsibilities include drafting and negotiating agreements, conducting M&A due diligence, advising on legal and regulatory issues, collaborating with business partners, overseeing outside counsel, and monitoring legal developments. The role requires a law degree, bar licensure, and at least four years of legal experience, with M&A expertise required and financial services or securities law experience preferred.

Develops and manages sales enablement content, playbooks, communications, training, and rollout programs for a distributed field sales organization. Tracks content and sales-tool adoption, coordinates launch readiness, gathers field feedback, supports tooling strategy, and reports on enablement metrics. Partners with program leaders and regional vice presidents to improve team alignment, engagement, and performance.

Supports investment research through asset market analysis, fund manager due diligence, performance and risk analysis, portfolio strategy evaluation, and investment documentation. Prepares materials for investment committees, contributes to capital markets research and educational content, maintains investment policies, and assists with regulatory audits. The role requires quantitative analysis, financial modeling, strong communication, and proficiency with Excel and investment research platforms.

Manages third-party asset management platforms and supports trading, custodial, and client service teams. Reviews accounts for accuracy and compliance with asset allocation policies, configures accounts, monitors trading and allocations, supports strategy reallocations, troubleshoots platform issues, and coordinates with compliance, investment strategy, asset managers, and client service teams.

The Tax Manager leads high-net-worth client relationships and prepares, reviews, and signs individual, trust, and business tax returns. Responsibilities include quarterly estimates, projections, tax research, client communication, tax notice responses, analysis, staying current on tax law, and mentoring tax staff. The role requires strong tax and accounting knowledge, CPA or EA certification, excellent organization, and the ability to manage high volumes of work.