Senior Manager, Client Data Permissions – Privacy Governance

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Mercer Advisors

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 1985

💳 Fintech

💸 Finance

👥 B2C

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.

📋 Description

• Own the Permissions & Privacy Framework – Serve as the single business owner of client data permissions and governance, defining role-based access principles and clear decision rights. Evolve the framework as appropriate • Operationalize Access & Policy Management – influence the design and manage workflows for access provisioning, deprovisioning, temporary access, advisor transitions, and confidential client handling • Govern Ongoing Permission Decisions – Act as the central project manager for complex access requests. Maintain clear policy guidance for recurring scenarios. • Build Audit, Monitoring & Risk Controls – Establish audit processes, reporting, and monitoring to ensure consistency and detect inappropriate access • Drive Cross-System Alignment – Partner with Product and Technology teams to standardize permissions across all platforms and products • Enable the Organization – Partner to create training, guidance, and FAQs to ensure employees understand access policies and processes.

🎯 Requirements

• Strong working knowledge of role-based access controls, data privacy principles, and access management practices in a regulated or highly controlled environment. • Ability to convert business needs, risk considerations, and policy requirements into clear access rules and decision criteria. • Strong analytical skills to investigate complex permission scenarios, assess risk, and recommend practical solutions. • Demonstrated project management and process design skills, including the ability to organize ambiguous work and drive cross-functional follow-through. • Excellent judgment, discretion, and comfort handling confidential or sensitive client and employee information. • Outstanding written and verbal communication skills, including the ability to create policy guidance, FAQs, and executive-ready updates. • Strong relationship-management skills with the ability to influence Product, Technology, Compliance, Legal, Operations, and business stakeholders. • High attention to detail and ability to manage multiple complex requests, escalations, and improvement efforts simultaneously. • Proficiency with Microsoft Word, Excel, PowerPoint, Teams, SharePoint, and workflow/reporting tools. • Experience with data governance, privacy operations, risk management, compliance, wealth management operations, or financial services preferred. • Experience supporting system-access design, access request workflows, audit/remediation routines, or enterprise transformation initiatives preferred. • Familiarity with CRM, portfolio management, or client data platforms used in a wealth management environment is a plus.

🏖️ 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 Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan. • Kaiser Medical plans available in California • Health Savings Account (HSA) with company contributions 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 including 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 (8 weeks) • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 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 as well as an after-tax option • Pet Insurance • Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing