Process Engineer

Job not on LinkedIn

🔥 0 minutes ago

🇺🇸 United States – Remote

💵 $85k - $95k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

👷🏻‍♀️ Engineer

👻 Ghost score 0%

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Mercer Advisors

WebsiteLinkedInAll Job Openings

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.

📋 Description

• Participate in post-LOI discovery conversations with newly acquired partner firms to understand their existing operations, workflows, and technology • Document each firm's current-state processes and systems, and translate that information into Mercer Advisors' operating architecture and technology stack • Identify gaps, dependencies, and risk areas between a partner firm's operating model and Mercer Advisors' target-state processes • Build and continuously refine a repeatable framework and toolkit for evaluating and onboarding new partner firms • Partner with Legal, Finance, Operations, Technology, and Leadership to translate discovery findings into a planful, sequenced integration roadmap • Group post-close changes into organized releases so partner firms can anticipate and prepare for change • Travel to partner firm locations as needed to conduct onsite discovery and support integration planning • Maintain documentation, including process maps, systems inventories, and workflow diagrams • Serve as a subject-matter resource on Mercer Advisors' core operating systems, including Aspen • Support change management and communication with partner firm teams during transition • Perform other duties as assigned

🎯 Requirements

• Bachelor's degree required; related certification (e.g., Lean, Six Sigma, PMP) a plus • Demonstrated experience in business process documentation, workflow design, systems evaluation, and technology implementation • Experience in wealth management, RIA, or financial services strongly preferred; familiarity with Mercer Advisors' operations and the Aspen platform highly preferred • Working knowledge of Salesforce or similar CRM/deal management platforms a plus • Strong analytical skills; able to absorb complex, sometimes incomplete information and translate it into clear, actionable plans • Excellent written and verbal communication skills, including the ability to build rapport with newly acquired partner firms during a sensitive transition period • Organized and detail-oriented; able to create structure and repeatable process in areas where none yet exists • Comfortable working without a defined playbook; this role will require building structure alongside doing the work • Willingness and ability to travel to partner firm locations as needed • Prior experience supporting M&A integration or a similar acquisition environment 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