Jobs at Mercer Advisors

Assist in preparing personalized financial plans by analyzing client documents and data, utilizing financial planning tools, and collaborating with teams for a seamless client experience.

As a Tax Manager, you'll lead client relationships, prepare and review tax returns, conduct tax research, and mentor staff while providing excellent client service.

The Tax Associate prepares tax returns for high-net-worth individuals, manages estimates and projections, and communicates tax-related issues with clients.

The Financial Planner prepares comprehensive financial plans, analyzes client data, collaborates with teams, and stays updated on financial topics while ensuring a seamless client experience.

The Tax Associate prepares tax returns and projections for clients, coordinates with tax staff, responds to tax inquiries, and stays updated on tax law.

The Tax Manager leads client relationships and prepares tax returns and projections for high-net-worth clients, ensuring compliance and clear communication.

The Tax Manager I will lead client relationships, prepare and review tax returns, conduct tax research, and mentor staff in a supportive environment focused on high-net-worth clients.

The Senior Portfolio Consultant executes investment implementations for high net worth clients, collaborating with teams to optimize portfolios and deliver exceptional service.

Provide administrative support to the in-house tax team, manage client tax documents, assemble and e-file returns, handle client communication and invoicing, assist workflow monitoring and process improvements, and support off-peak tax projects.

Support and drive sales by owning the sales pipeline, qualifying and engaging prospective clients via Zoom/phone/in-person, building relationships, and participating in coaching and team trainings to convert prospects into clients.

Lead design and delivery of a strategic learning curriculum for wealth advisors and client service staff, driving AI and platform adoption, stakeholder advocacy, process improvement, and M&A integration training. Build AI prompt guides and playbooks, measure adoption, partner with Technology/Product/Compliance, and present recommendations to leadership to improve workflows and enable faster ramp of acquired teams.

The Director of Philanthropic Services advises high-net-worth clients on charitable giving strategies, manages philanthropic initiatives, and integrates philanthropy into comprehensive wealth management.

The Tax Director will manage client relationships, oversee tax return processes, provide tax planning strategies, and mentor junior staff for UHNW clients, ensuring high-quality service without business development pressures.

The Private Market Specialist provides operational support, manages client subscriptions, ensures compliance, and maintains data integrity for the Private Investments team.

The Executive Assistant provides high-level administrative support to senior executives, managing calendars, travel, communication, and project coordination to enhance operational efficiency.

Deliver virtual hands-on training and onboarding for client service and finance staff, maintain and update training curriculum, assess skills, provide coaching, and support day-to-day Wealth Management operational tasks (money movements, account maintenance, case management) while ensuring compliance and data integrity.

Oversee a fund-of-funds operations function: manage third-party administrators and auditors; perform shadow valuations, reconciliations, and capital account roll-forwards; prepare investment committee reports (IRR, MOIC, DPI/TVPI); maintain data integrity and controls; support due diligence, audits, and process improvements for alternatives investments.

Serve as main investment contact for Wealth Advisors: consult on portfolio strategy, execute and audit portfolio implementations, transition accounts to Mercer models, manage workflows to meet SLAs, provide analytics and process improvement, and support training of new hires.

The Director of Financial Planning leads financial planning efforts for UHNW clients, overseeing a team, implementing processes, and enhancing client service efficiency.

Support Regional Vice Presidents and Wealth Management teams by onboarding new clients, driving prospecting and sales momentum, coordinating events and reports, engaging channel partners, participating in prospect meetings, and ensuring smooth handoffs and excellent client experience. Occasional travel to branch offices and events required.