
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.
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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.
• Act as a strategic thought partner to the Chief Commercial Officer, Vice President of Content, and other executives, contributing to long-term planning, process innovation, and cross-functional alignment. • Oversee venue sourcing, vendor negotiations, contract execution, and event logistics including catering, AV, transportation, and setup/teardown either on your own or in partnership with our third party event management company. • Partner with the marketing team to ensure seamless execution of invitations, presentations, signage, and branded collateral. • Help manage on-site operations, including setup, troubleshooting, and post-event wrap-up. • Own post-event analytics, including survey feedback, and budget reconciliation. • Own and manage event budgets. • Maintain and expand vendor relationships, including a centralized database of preferred venues and suppliers. • Anticipate needs, proactively resolve challenges, and ensure frictionless execution.
• 6–8+ years of experience in marketing operations, large corporate event management, or project management, ideally in a multi-market or national capacity. • Proven experience managing complex, high-stakes projects with precision and agility. • Deep understanding of event logistics, vendor management, and marketing workflows. • Proficiency with event registration platforms (e.g., Cvent, EventSpark). • Strong ability to manage multiple large initiatives simultaneously with agility and precision. • Exceptional judgment, decision-making, and problem-solving skills in fast-paced environments. • Exceptional communication, professionalism and relationship building skills.
• 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
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