Why Work at Mercer Advisors?
For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.*
Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible.
Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country.
* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology here.
Job Summary:
We are seeking an experienced Managing Editor to serve as the final quality-control authority for all client- and prospect-facing marketing communications. The primary purpose of this role is to ensure that everything we publish — across email, print, digital, and presentation formats — is accurate, polished, consistent, and fully aligned with our brand and client communication standards before it goes out the door.
This role is less about generating new ideas and more about protecting quality, accuracy, and execution across a high volume of materials produced by multiple teams. You will act as the last line of defense, reviewing not only the written word, but also links, formatting, capitalization, brand usage, and details that affect client trust.
Essential Job Functions for this role include:
Editorial Review & Quality Control
- Review all written content—including articles, blogs, guides, sales collateral, PowerPoints, forms, and emails—to ensure accuracy, clarity, brand voice alignment, and AP style adherence
- Proofread and edit for grammar, spelling, tone, structure, and audience appropriateness
- Fact-check content, including financial concepts, dates, times, locations, disclosures, and links
- Manage day-to-day publishing operations, ensuring content is delivered accurately, on time, and at a high standard
- Edit and rewrite content, headlines, and subject lines as needed to better highlight core ideas, insights, and featured offerings
- Help track, analyze, and report on key performance indicators to inform editorial and content strategy
- Support light project management related to editorial workflows and publishing schedules
Client & Prospect Communications
- Review and frequently write client and prospect communications, ensuring they align with our client communications style—clear, professional, and approachable
- Serve as the final editorial reviewer for all outbound emails, including newsletters, event invitations, and announcements
- Own execution of monthly newsletters
Cross-Team Editorial Oversight
- Review materials produced by other marketing teams to ensure consistency with brand voice, editorial standards, and audience expectations
- Act as an editorial partner to stakeholders across marketing, helping elevate clarity and effectiveness of content
Knowledge, Skills, and Abilities:
- Bachelor’s degree in journalism, communications, English, or a related field, or equivalent professional experience
- Strong writing, editing, and proofreading skills with exceptional attention to detail
- Experience working with AP Style (strongly preferred)
- Proven ability to edit content for both accuracy and audience understanding, particularly in a professional or financial services environment
- Comfortable reviewing a high volume of content across formats and channels
- Highly organized, deadline-driven, and able to manage multiple projects simultaneously
- Experience collaborating with writers, designers, and cross-functional marketing teams
- Experience in the financial industry a plus
Work Schedule:
This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs.
All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period.
Working Conditions:
This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs.
Benefits:
Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:
- 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
We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.
Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws. Mercer Advisors provides equal employment opportunity in all aspects of employment and employee relations, including recruitment, hiring, training and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and all other terms, conditions, and privileges of employment in accordance with applicable federal, state, and local laws.
Applicants have rights under federal employment laws:
- Family and Medical Leave Act (FMLA)
- Employee Polygraph Protection Act (EPPA)
- Equal Employment Opportunity (EEO)
U.S. Federal law requires all employers to verify the identity and employment eligibility of all persons hired to work in the United States. Mercer Advisors participate in E-Verify to confirm work authorization.
- E-Verify
- Right to Work
If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here.
CCPA Notice at Collection
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