Jobs at Mercer Advisors

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

Serve as a client-facing Relationship Manager I to ensure consistent delivery of the firms service model, support Wealth Advisors with practice management, track client satisfaction and KPIs, resolve client issues, lead follow-up on action items, support growth and onboarding, and collaborate across internal teams to enhance client experience and retention.

Serve as a client-facing Relationship Manager supporting Wealth Advisors by ensuring consistent delivery of service commitments, managing client workflows, resolving client issues, tracking satisfaction and KPIs, supporting onboarding and business development, and partnering across internal teams to improve service delivery and retention.

Act as primary trusted advisor for 150–250 clients: onboard and transition clients, deliver financial planning modules, advise on investments, tax, estate and insurance, support regional leadership, manage client communications and retention, and travel for client meetings and trainings (up to 50%).

Support advisors by preparing, updating, delivering, and implementing comprehensive financial plans using eMoney and portfolio tools. Perform portfolio and tax analysis, co-present planning recommendations, mentor junior planners, and improve processes to enhance client experience and retention. Collaborate across teams and provide both supervised and unsupervised financial planning advice.

Lead analytics for Community Marketing programs: define measurement frameworks, build Power BI dashboards, run analyses across referrals/events/COI, deliver executive insights, forecast leads/opportunities, and partner cross-functionally to optimize program performance and reporting.

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.

The Senior Analyst, Revenue Operations is responsible for delivering analytical insights, enhancing forecasting accuracy, and optimizing revenue processes while collaborating with various departments.

Lead product ownership for Advisor Experience, owning roadmap from discovery to delivery. Build integrations and AI features (Aspen AI, client portal), deliver advisor capacity and transition tools, work with engineering/design/data and external partners, and drive Client Excellence KPIs (Net Revenue Retention, NPS, advisor retention, transition success).

Lead client relationships and oversee preparation, review, and delivery of income tax returns, projections, and analyses for high-net-worth individuals, trusts, and businesses. Perform tax research, respond to notices, mentor tax staff, communicate tax law changes to clients, and ensure timely, accurate tax services in a hybrid work environment.

The Regional Vice President builds client relationships and drives sales in wealth management, managing the sales pipeline and ensuring a tailored client experience.

Serve as lead tax advisor for ultra-high-net-worth families, building multi-year tax strategies, overseeing compliance and controversy matters, managing a team of UHNW tax professionals, coordinating with external advisors, identifying planning opportunities (including cross-border issues), and supporting business development and service model evolution.

Provide advanced financial planning support to HNW/UHNW clients and advisors: prepare and maintain plans, co-present, coordinate Wealth Solutions deliverables, identify opportunities, and produce thought-leadership and training materials.

The Sr. Tax Associate I will prepare tax returns and projections for high-net-worth clients, ensuring clear communication and tax compliance services without billable hour pressures.

Lead client relationships and manage preparation, review, and delivery of income tax returns, estimates, projections, and tax research for high-net-worth individuals, trusts, and businesses. Mentor tax staff, respond to notices, and communicate tax law changes to clients and advisors.

Provide day-to-day operational support for the Insurance Solutions team: manage and track service requests in case management systems, support Wealth Management teams, document and refine SOPs, assist leadership with workflow and reporting, coordinate with other departments/vendors, and maintain excellent client and partner communications to ensure timely resolution and process adherence.

Serve as lead tax advisor for ultra-high-net-worth families: develop multi-year tax strategies, lead year-round planning (entities, estate, charitable, liquidity), identify cross-border issues, coordinate compliance and outside advisors, oversee tax exams/controversies, manage and mentor tax team, and ensure tax advice is integrated with overall family office planning.

Lead and support investment research via manager due diligence, asset-class and capital markets analysis, performance attribution, risk monitoring, and documentation. Produce materials for the Investment Committee, maintain investment policies, collaborate on audits, and develop tools and educational content to support the firm’s investment platform.

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.

Lead development and execution of enterprise privacy strategy, policies, and governance. Ensure compliance with global privacy laws, manage privacy risk assessments, DPIAs, vendor reviews, incident response, and data subject rights. Implement AI-specific data controls and partner cross-functionally to embed privacy-by-design across technology, people, and marketing. Serve as strategic advisor to executive leadership and General Counsel.