Talent Developer I

🕒 April 30

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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

• Deliver engaging hands-on virtual workshops to train team members on financial services, day-to-day operations, and technical operational systems, tools, and platforms used in daily operations • Support onboarding of new hires and ongoing professional initiatives • Manage diverse learning paces and styles through individual coaching to develop skills and professional growth in a productive training environment • Monitor progress and conduct skill assessments for new team members • Develop and maintain up to date curriculum training materials including guides, presentations, and learning units • Responsible for day-to-day operations support for Wealth Management Teams as part of the National Client Service Team, including but not limited to money movements, account maintenance requests, internal case entry and management, and managing client deposits • Ensuring all paperwork and procedures for client requests are completed and adhere to compliance and Custodian requirements • Maintaining data integrity across all systems and updating as necessary • Assisting various team members with complex requests and answering questions with elevated knowledge • Actively participating in company initiatives, testing and pilot groups, and specialized workflows • Some duties can include if appropriate - onboarding new clients, processing transfer paperwork, setting up new accounts while coordinating with the Wealth Management team, Custodians, and Orion • Other duties as needed

🎯 Requirements

• High School diploma with a bachelor’s degree highly preferred • One to Three years of job-related experience • Financial services industry required • Prior experience working in an office environment with a customer service focus helpful • Experience in training, teaching, or instruction role recommended • Ability to prioritize in a fast-paced environment while maintaining client focus and demonstrating attention to detail • Apply strong communication and problem‑solving skills, with the ability to simplify concepts for clear understanding across diverse audiences • Self-motivated, well-organized individual with demonstrated ability to work independently and in a team environment to follow through on details to completion • Enjoy collaborating and building positive relationships internally with co-workers and externally with clients • Excellent verbal and written communications skills a must • Strong MS Word, Excel, and Outlook skills required • Strong desire for continuous self-learning and professional growth

🏖️ 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