Vice President, Trading, Operations, Billing

🔥 13 hours ago

🇺🇸 United States – Remote

💵 $250k - $300k / year

⏰ Full Time

🔴 Lead

👔 Vice President

👻 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

• Lead the strategic direction and execution of Trading, Operations, and Billing functions • Evolve the operating model to align with Mercer Advisors’ integrated family office approach • Partner with CIO, Investment Committee, and Technology leadership to enhance the investment platform • Establish continuous improvement practices and lead process redesign initiatives • Improve operational KPIs and dashboards covering performance, risk, throughput, service quality, and experience indicators • Ensure operational processes and trading activities meet fiduciary and regulatory obligations • Strengthen governance, controls, and audit readiness across investment operations, account operations, trading, and billing • Oversee best execution practices, trading strategy implementation, portfolio implementation, rebalancing, and trading workflows • Evaluate and enhance trading technologies, automation, and vendor partnerships • Lead operations, portfolio accounting, reconciliation, performance reporting, and client billing • Drive modernization of billing processes, controls, transparency, collection accuracy, and timeliness • Build, mentor, and develop leaders across Trading, Operations, and Billing • Establish career paths, succession plans, and leadership development programs • Partner with advisory, client service, Portfolio Consulting, Technology, Portfolio Management, Compliance, Partner Success, Enablement, and Finance teams • Serve as senior escalation point for complex operational or client-impacting issues • Represent Investment Platform Operations in firm-wide initiatives, integrations, and strategic projects

🎯 Requirements

• 10+ years of progressive experience in operations, trading, or wealth/investment management platforms • Demonstrated leadership experience managing large, multi-functional teams • Deep understanding of operations, trading systems, and billing processes within an RIA or institutional platform • Strong knowledge of fiduciary standards, compliance, and operational risk frameworks • Proven track record driving process transformation, automation, and operational scale • Exceptional communication, leadership, and stakeholder management skills • Six Sigma green or yellow belt certifications, Kaizen, or other process improvement methodologies preferred • Series 65 preferred, or ability to obtain • CFA, CAIA, or MBA preferred • Availability Monday through Friday, 8AM to 5PM, with occasional early or late hours • Ability to work in a professional office environment or dedicated home office workspace • Must comply with federal employment eligibility verification requirements

🏖️ 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) • 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 • Basic technology needs provided for the position