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Mercer Advisors

Private Market Specialist

Posted 19 Days Ago
Be an Early Applicant
Remote
Hiring Remotely in USA
Mid level
Remote
Hiring Remotely in USA
Mid level
The Private Market Specialist supports the Private Investments team by managing client subscriptions, ensuring compliance, and providing operational assistance to enhance client service.
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Why Work at Mercer Advisors?

For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.*

Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible.

Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country.

* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology here.


Job Summary:

The primary focus of a Private Market Specialist is to provide excellent follow-through and operational support to the Private Investments team in servicing and delivering on the needs of the clients of Private Investments. As a Private Market Specialist, you will have a direct impact on the Clients and Advisors and are vital to the success of the organization. You will be a member of a dynamic team in a collaborative, client-focused environment utilizing your exceptional organizational, communication and problem-solving skills.

Essential Job Functions for this role include:

  • Responsible for day-to-day operations and administrative support of the Private Investment Team
  • Working with Advisors to enroll Qualified Investors in Private Investment Funds
  • Managing client subscription agreements and ensuring all subscription paperwork is completed
  • Adhere to all compliance requirements for the funds
  • Coordinating with internal operation departments to ensure client requests are processed and tracked
  • Maintaining data integrity across all systems and updating as necessary
  • Researching client issues in cooperation with back-office operation partners
  • Some duties can include if appropriate - verifying outside assets, establishing new accounts and processing
  • Guiding and training peers on new tasks
  • Other duties as needed

Knowledge, Skills, and Abilities:

  • Bachelor’s degree or equivalent (preferably Business, Economics, Accounting or Finance related)
  • 3-5+ years of job-related experience required Financial services industry required
  • Prior experience working in an office environment with a customer service focus helpful
  • Ability to prioritize in a fast-paced environment while maintaining client focus and demonstrating attention to detail
  • Enjoy collaborating and building positive relationships internally with co-workers and externally with clients and business vendors
  • Excellent verbal and written communications skills a must
  • Strong MS Word, Excel, and Outlook skills required; prior use of CRM system (Salesforce) a plus.
  • Strong desire for continuous self-learning and professional growth

Work Schedule:

This professional role requires availability Monday through Friday, 8:00 AM – 5:00 PM.

Benefits:

Mercer Advisors offers a competitive and robust benefit package to our employees.   Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:

  • 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 medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
  • Health Savings Account (HSA) with company contributions on a per pay period basis 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 with 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 (6 weeks)
  • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 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
  • Pet Insurance

We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.

Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws. Mercer Advisors provides equal employment opportunity in all aspects of employment and employee relations, including recruitment, hiring, training and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and all other terms, conditions, and privileges of employment in accordance with applicable federal, state, and local laws.


If you need an accommodation seeking employment with Mercer Advisors, please email [email protected]. This email is for accommodation requests only. Accommodations are made on a case-by-case basis.

Applicants have rights under federal employment laws:

  • Family and Medical Leave Act (FMLA)
  • Employee Polygraph Protection Act (EPPA)
  • Equal Employment Opportunity (EEO)

U.S. Federal law requires all employers to verify the identity and employment eligibility of all persons hired to work in the United States. Mercer Advisors participate in E-Verify to confirm work authorization.

  • E-Verify
  • Right to Work

If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here.

CCPA Notice at Collection

Top Skills

Excel
Ms Word
Outlook
Salesforce

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