
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
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 2 days ago
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 3 days ago
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 3 days ago
Senior Compliance Manager responsible for enhanced monitoring and supervision at Mercer Advisors. Analyzing risk and ensuring compliance across client and business operations.
π 3 days ago
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 3 days ago
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 30
Talent Developer I delivering comprehensive training programs for new hires at Mercer Advisors. Ensuring excellent client service while supporting Wealth Management teams.
πΊπΈ United States β Remote
π΅ $30 - $35 / hour
β° Full Time
π’ Junior
π₯ Software Engineer
π«π¨βπ No degree required
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 26
Internal Fund Administrator at Mercer Advisors overseeing fund of funds operations and ensuring data integrity for investment decisions. Coordinating with third-party fund administrators and auditors.
πΊπΈ United States β Remote
π΅ $115k - $130k / year
β° Full Time
π Senior
π΄ Lead
π₯οΈ Administration
π June 25
Portfolio Consultant facilitating investment management services for Wealth Advisors. Communicating portfolio strategies, implementing investment plans and enhancing client experience.
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.
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)
π June 17
Tax Operations Specialist providing tax planning and preparation services for high net worth clients. Handling client onboarding, data accuracy, and process improvement tasks in a remote setting.
πΊπΈ United States β Remote
π΅ $26 - $30 / hour
β° Full Time
π’ Junior
π° Tax
π«π¨βπ No degree required
π June 12
Product Manager driving Mercerβs fast-growing Investment Platform team. Collaborating across domains including Trading, Billing, and Cash Management.
πΊπΈ United States β Remote
π΅ $110k - $125k / year
β° Full Time
π‘ Mid-level
π Senior
πΈ Financial Planning and Analysis (FP&A)
π June 11
Senior Research Manager overseeing investment solutions across billable AUM at Mercer Advisors. Supporting investment research with duties in analysis, documentation, and collaboration.
π June 5
Paralegal supporting estate planning specialists at Mercer Advisors in a team-centric environment. Managing document-intensive tasks and ensuring proper filing and preparation of legal documents.
πΊπΈ United States β Remote
π΅ $32 - $37 / hour
β° Full Time
π‘ Mid-level
π Senior
πΌ Paralegal
π June 4
Private Markets Operations Specialist responsible for data operations in investment services at Mercer Advisors. Ensuring reporting accuracy and managing the data flow in private investment systems.
πΊπΈ United States β Remote
π΅ $76.5k - $90k / year
β° Full Time
π‘ Mid-level
π Senior
βοΈ Operations
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