
501 - 1000 employees
Founded 1985
π³ Fintech
πΈ Finance
π₯ B2C
Fintech β’ Finance β’ B2C
Mercer Advisors is a comprehensive financial advisory firm that focuses on simplifying and amplifying clients' financial lives. They offer a family office-style service, providing a unified team of financial planners, investors, accountants, and estate specialists who tailor financial plans to individual needs. With over 40 years of experience, the firm emphasizes personalized, fiduciary-focused service without compromising on institutional-grade portfolio management, making it accessible for families and individuals seeking to enhance their financial future.
π₯ 17 hours ago
Senior Director leading the product vision of the Regis platform for ultra-high-net-worth clients. Overseeing cross-functional initiatives and the evolution of complex platform solutions.
π Yesterday
Community Analytics Manager driving analytics strategy for Mercer Advisors' Community growth initiatives. Leading analytics agenda and partnership across Marketing, Client Development, and Operations teams.
πΊπΈ United States β Remote
π΅ $95k - $105k / year
β° Full Time
π‘ Mid-level
π Senior
π Data Analyst
π Yesterday
Portfolio Consultant III driving investment management services for Wealth Advisors. Delivering investment strategies and managing client relationships in a remote capacity.
πΊπΈ United States β Remote
π΅ $76.5k - $90k / year
β° Full Time
π‘ Mid-level
π Senior
πΌ Consultant
π Yesterday
Trust Operations Coordinator providing administrative support for Trust Operations team at Mercer Advisors. Collaborating with Wealth Management Teams for seamless operational tasks and compliance.
πΊπΈ United States β Remote
π΅ $22 - $25 / hour
β° Full Time
π‘ Mid-level
π Senior
βοΈ Operations
π 3 days ago
Lead planning and execution of internal events for Mercer Advisors, an RIA firm. Collaborate across teams to enhance engagement and ensure alignments with enterprise goals.
π 3 days ago
π 4 days ago
Senior Manager overseeing client data permissions and privacy governance at Mercer Advisors. Centralizing access management for improved operational efficiency and security standards.
πΊπΈ United States β Remote
π΅ $110.5k - $130k / year
β° Full Time
π Senior
π Data Scientist
π 4 days ago
Associate Advisor Guide responsible for outbound sales calls, developing sales opportunities, and engaging prospective clients. Supporting Mercer Advisors in financial planning and investment management services.
πΊπΈ United States β Remote
π΅ $19 - $22 / hour
β° Full Time
π‘ Mid-level
π Senior
β¨ Advisor
π July 9
Regional Vice President at Mercer Advisors building client relationships for wealth management solutions. Engaging with clients to address their financial needs and driving sales momentum in a collaborative environment.
π» New Hampshire, New York, +1 more states β Remote
π΅ $119k - $140k / year
β° Full Time
π΄ Lead
π« Community Manager
π July 7
Attorney (Estate Planning Strategist) working with wealth solutions for high net worth clients. Reviewing estate plans, guiding teams, and staying current with legislation.
πΊπΈ United States β Remote
π΅ $90k - $110k / year
β° Full Time
π’ Junior
π‘ Mid-level
π§βπΌ Attorney / Lawyer
π July 7
VP, Privacy at Mercer Advisors responsible for developing policies and strategies for data protection. Collaborating with cross-functional teams to ensure compliance with privacy regulations and best practices.
π July 6
Senior Compliance Manager responsible for enhanced monitoring and supervision at Mercer Advisors. Analyzing risk and ensuring compliance across client and business operations.
π July 6
Senior Compliance Analyst working under the Compliance Manager to support compliance for acquired firms. Conducting audits, developing policies, and guiding compliance issues at Mercer Advisors.
π July 6
Director of Client Relationship Expansion delivering programs directly to advisors and Managing Partners at Mercer Advisors. Leading advisor coaching, market activation, and engagement across assigned markets.
π July 1
Regional Vice President supporting a dynamic sales team in financial services to build client relationships. Engage potential clients through various communication channels and nurture sales pipelines.
π July 1
Senior Wealth Enablement Manager driving service delivery across Wealth Management. Focus on training, process improvement, and technology adoption in financial services.
π June 29
Billing Specialist partnering with advisors to manage client billing processes and ensure accuracy at Mercer Advisors. Working remotely within the Mountain or Pacific Time Zones.
π California, Washington β Remote
π΅ $26 - $31 / hour
β° Full Time
π‘ Mid-level
π Senior
π Billing Specialist
π June 24
Retirement Plan Specialist providing essential support to Wealth Advisors and plan participants. Focusing on plan execution, client satisfaction, and seamless onboarding processes.
π June 24
Client Development Associate onboarding new clients at Mercer Advisors. Driving sales momentum and fostering relationships to ensure best client experience during onboarding.
πΊπΈ United States β Remote
π΅ $72.3k - $85k / year
β° Full Time
π’ Junior
π‘ Mid-level
β¨ Associate
π June 24
Director of Financial Planning driving success of financial planning at Mercer Advisors. Leading a team of advanced planners and maintaining unified financial planning processes.
πΊπΈ United States β Remote
π΅ $150k - $175k / year
β° Full Time
π΄ Lead
πΈ Financial Planning and Analysis (FP&A)
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