Manager, CRM and M&A Integrations

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Mercer Advisors

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Fintech • Finance • 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.

501 - 1000 employees

Founded 1985

💳 Fintech

💸 Finance

👥 B2C

📋 Description

• Manage the CRM Team that executes all the activities related to the design and development of the CRM product and integrations • Partner with the M&A team, Acquisition, and external vendors to ensure successful CRM migrations • Understands business needs and how CRM capabilities can help solve business problems • Provides strategic direction across all lines of business to support the CRM environment • Prepares, manages and maintains documentation of current business processes, SLAs, controls, and KPI’s • Builds and continuously refines the CRM platform roadmap in close collaboration with business stakeholders • Collaboratively defines and documents functional and technical requirements and specifications, business processes, workflows, and reporting outputs • Identifies gaps and risk in business requirements and resolves those issues • Organizes technical projects from beginning to end; identifies and prioritizes actionable steps • Manages a portfolio of integrations and projects from planning to execution • Develops repeatable processes that accelerate integrations and ensure timely communication of events • Other duties requested and assigned by Manager

🎯 Requirements

• Bachelor’s degree required, preferably in Business Administration, Finance or Information Systems • At least five years’ experience in Finance or the Wealth Management space required • At least five years’ experience working, and Administering CRM required • At least two years’ experience working with M&A is preferred • Experience in managing simultaneous complex projects from inception to successful completion is preferred • Experience in workflow process automation such as conga orchestrate is preferred

🏖️ Benefits

• 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