
501 - 1000 employés
Fondée en 1985
💳 Fintech
💸 Finance
👥 B2C
Fintech • Finance • B2C
Mercer Advisors est une entreprise de conseil financier à service complet qui se concentre sur la simplification et l'amélioration de la vie financière de ses clients. Elle propose un service de type family office, fournissant une équipe unifiée de planificateurs financiers, d'investisseurs, de comptables et de spécialistes des successions qui adaptent les plans financiers aux besoins individuels. Avec plus de 40 ans d'expérience, l'entreprise met l'accent sur un service personnalisé et axé sur le respect fiduciaire, sans compromettre la gestion de portefeuille de niveau institutionnel, rendant cela accessible aux familles et aux particuliers souhaitant améliorer leur avenir financier.
🕒 il y a 1 mois
🗣️🇺🇸🇬🇧 Anglais requis
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501 - 1000 employés
Fondée en 1985
💳 Fintech
💸 Finance
👥 B2C
Fintech • Finance • B2C
Mercer Advisors est une entreprise de conseil financier à service complet qui se concentre sur la simplification et l'amélioration de la vie financière de ses clients. Elle propose un service de type family office, fournissant une équipe unifiée de planificateurs financiers, d'investisseurs, de comptables et de spécialistes des successions qui adaptent les plans financiers aux besoins individuels. Avec plus de 40 ans d'expérience, l'entreprise met l'accent sur un service personnalisé et axé sur le respect fiduciaire, sans compromettre la gestion de portefeuille de niveau institutionnel, rendant cela accessible aux familles et aux particuliers souhaitant améliorer leur avenir financier.
• Assess and diagnose current seller compensation plans. • Partner with Partner Development, Finance, People, and Legal during diligence and deal structuring to design aligned compensation approaches. • Model compensation scenarios and clearly articulate tradeoffs and considerations. • Ensure compensation commitments made during negotiations are deliberate, documented, and operationally feasible post-close. • Own and maintain clear, scalable compensation frameworks for M&A, including standard models, transition approaches, and exception criteria. • Define governance for bespoke arrangements, including tracking, sunset provisions, and conversion to standard plans. • Create repeatable playbooks, tools, and documentation used by deal teams, People Partners, Rewards, and Finance. • Develop clear education materials for incoming partners explaining Mercer’s compensation philosophy, programs, and what to expect over time. • Translate specific compensation commitments into Mercer’s compensation cycle. • Manage phased transitions, including multi-year or multi-cycle transitions. • Ensure accuracy and alignment across Compensation, Legal and Finance. • Act as the escalation owner for M&A compensation issues post-close. • Maintain a centralized, living repository of all M&A compensation commitments. • Serve as the single source of truth for historical M&A compensation decisions. • Build and maintain deep industry expertise in wealth management compensation practices, including advisor, partner, and leadership pay models. • Interact directly with sellers, acting as a credible, trusted partner. • Represent Mercer’s culture of collaboration, professionalism, and long-term partnership in all seller interactions. • Partner seamlessly internally, presenting a unified and collaborative front to sellers.
• Strong business acumen paired with compensation expertise. • Strong financial modeling and analytical skills. • Comfort operating in ambiguity and making tradeoffs. • High emotional intelligence and strong executive presence. Able to build trust and credibility with senior stakeholders in high-stakes situations. • Ability to explain complex topics clearly and simply. • Experience in M&A or Corporate Development environments. • Financial Services or Wealth Management experience preferred.
• 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
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