
501 - 1000 employees
Founded 1985
🛡️ Insurance
💼 Consulting
💳 Fintech
Insurance • Consulting • Fintech
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.
🔥 14 hours ago
🇺🇸 United States – Remote
💵 $76.5k - $90k / year
⏰ Full Time
🟡 Mid-level
🟠 Senior
🎪 Events
👻 Ghost score 0%
Where this job comes from
Posted on Mercer Advisors's careers page ↗, not through a job board
First seen by Remote Rocketship 14 hours ago
Still open on Mercer Advisors's site. Checked 7 minutes ago.

501 - 1000 employees
Founded 1985
🛡️ Insurance
💼 Consulting
💳 Fintech
Insurance • Consulting • Fintech
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.
• Support sponsorship and charitable giving requests from intake and evaluation through negotiation, formal approval, payment, activation, and measurement • Coordinate sponsorship and charitable giving requests and keep stakeholders informed throughout the process • Evaluate opportunities against employee/client involvement, community impact, ROI potential, data capture, market goals, and budgets • Gather information from market leaders and document move-forward decisions • Act as primary contact with third-party organizations and negotiate terms, benefits, and activation rights • Identify branding and collateral needs, including logo placement, merchandise, and content • Collect and maintain W-9s and invoices • Guide requests through leadership, Marketing, Vendor Management, Compliance, and Finance approval • Plan around 10-15-business-day approval cycles and three- to four-week payment windows • Maintain a central sponsorship tracker covering status, market spend, contract terms, deliverables, and renewal dates • Monitor sponsorship and donation spend against budgets • Support evaluation frameworks, scorecards, portfolio reviews, and recommendations on renewals or discontinuation • Develop activation strategies including speaking opportunities, hosted events, advisor participation, contact capture, and follow-up • Identify and evaluate new sponsorship and nonprofit partnership opportunities • Coordinate branded items, logos, and content with partner organizations • Ensure attendee and participant information is captured and handed off for follow-up • Assist with sponsorship-related event logistics, vendors, timelines, budgets, onsite coordination, and post-event reconciliation • Support Event Marketing programs, communications, onsite roles, and follow-up materials • Define success metrics for sponsorships • Support Salesforce campaign creation and outcome tracking • Report on contacts, leads, pipeline, new clients, and spend by market • Translate results into recommendations for future investments • Maintain sponsorship guidelines, approval workflows, templates, playbooks, checklists, and intake forms • Educate local teams on the sponsorship process and improve cycle time while maintaining compliance
• Five or more years of experience in event operations, sponsorship management, marketing operations, or a related discipline • Demonstrated experience managing sponsorship or partnership programs end to end, including negotiation, vendor onboarding, and payment • Strong project and process management skills, with ability to manage concurrent requests and deadlines • Experience working with Compliance, Finance, and vendor management teams, ideally in a highly regulated industry • Proficiency with Salesforce or another CRM system, including campaign setup and reporting • Analytical experience using data to evaluate return on investment and recommend where to invest • Strong negotiation, communication, and relationship-management skills • Exceptional attention to detail and ability to operate as a strategic thinker and hands-on executor • Ability to manage programs across multiple markets from a remote position • Experience in financial services, wealth management, or professional services preferred • Experience with nonprofit, philanthropic, or institutional audiences is a plus • Familiarity with ticketing and event registration tools such as Halo or Cvent is a plus • Must be able to travel 25-30% • Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements
• 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) • Adoption Assistance Reimbursement Program • Company Paid Concierge Services • 401(k) Retirement Plan with Traditional and Roth plans, per-pay-period match, and after-tax option • Pet Insurance • Personalized financial planning and guidance from Mercer Advisors professionals at preferred employee pricing • Incentive compensation eligibility
Apply NowImprove your chances of getting an interview by checking your resume score before you apply.
🔥 16 hours ago
Marketing Events Specialist driving brand awareness and sales pipeline for Committee for Children’s social-emotional learning programs. Leading conferences, webinars, speaker programs, promotions, and event analytics.
🔥 18 hours ago
Corporate Events Coordinator supporting Global Connect and regional events for StarRez, a global student housing software provider. Coordinating logistics, vendors, attendees, and onsite delivery.
🇺🇸 United States – Remote
💵 $55k - $70k / year
💰 Private Equity Round on 2022-01
⏰ Full Time
🟢 Junior
🟡 Mid-level
🎪 Events
🚫👨🎓 No degree required
🔥 20 hours ago
Temporary Sr Manager leading premium hospitality and corporate events for dentsu's marketing and sports brand. Managing clients, vendors, budgets, guest experiences, and onsite execution.
🕒 Yesterday
Senior events leader owning Ambience’s strategic events portfolio for its AI healthcare platform. Driving executive engagement, pipeline growth, budgets, and scalable event operations.
🕒 Yesterday
Experiential Events Manager leading trade shows, conferences, and corporate events for Claroty, a cyber-physical systems protection company. Driving measurable engagement, pipeline impact, and event ROI.