
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.
🔥 12 hours ago
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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.
• Develop and maintain a multiyear portfolio strategy aligned with headcount growth, acquisitions, and business unit priorities • Evaluate footprint decisions and build business cases with financial and risk analysis • Partner with Finance and Accounting on budgeting, forecasting, and lease accounting • Work with HR, IT, and Compliance to ensure spaces meet technology, workplace, and employee experience needs • Advise business and regional leaders on space needs, timelines, and project status • Oversee workplace strategy for hybrid schedules, collaboration needs, and client-facing space • Translate employee needs into practical space and design standards • Use utilization data, badge or desk-booking trends, and employee feedback to right-size spaces and improve office experience • Manage office design guidelines covering layout, amenities, furniture, and technology • Track workplace trends and recommend changes supporting culture, productivity, and cost goals • Manage relationships with external real estate partners across leasing, lease administration, and project management • Set expectations, review deliverables, and monitor partner performance against scope, timelines, and budgets • Improve processes, service quality, and cost effectiveness across partner relationships • Safeguard lease data, critical dates, and portfolio information • Build and maintain dashboards and recurring reports on occupancy cost, space utilization, and project status • Prepare portfolio summaries and executive presentations with insights and recommendations • Analyze rent, occupancy, and capital spend to identify trends, risks, and savings opportunities • Support budget development, variance analysis, and forecasting with Finance
• Bachelor’s degree in real estate, business, finance, or a related field, or equivalent experience • Minimum of 10 years of proven experience in corporate real estate, financial services, professional services, or a company growing through acquisition or related experience • Working knowledge of commercial lease structures, key terms, and lease accounting concepts • Strong analytical skills • Advanced proficiency in Excel • Experience building reports and dashboards • Experience working with outsourced service providers or brokerage partners • Excellent written and verbal communication skills • Ability to present to executives
• 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 at preferred employee pricing • Incentive compensation eligibility
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🇺🇸 United States – Remote
💵 $160.9k - $221.3k / year
💰 Post-IPO Debt on 2022-12
⏰ Full Time
🟠 Senior
👔 Director