Mercer Advisors jobs

Directs the growth of Mercer Advisors’ Business Transitions practice across target markets.

• Remote · United States or North America
• $225,000 – 250,000 per year
• Director

Build relationships with clients and drive sales momentum in wealth management.

• Schaumburg, United States · On-site
• $130,000 – 140,000 per year
• VP

• Remote · United States only
• $150,000 – 175,000 per year
• Director

• Remote · United States only
• $195,000 – 225,000 per year
• VP

• San Francisco, United States
• $119,000 – 140,000 per year
• VP

• Boca Raton, United States
• $130,000 – 140,000 per year
• VP

• Atlanta, United States
• $130,000 – 140,000 per year
• VP

• Charlotte, United States
• $130,000 – 140,000 per year
• VP

• Century City, South Africa +2
• $127,500 – 150,000 per year
• VP

• Columbus, United States
• $119,000 – 140,000 per year
• VP

• Remote · United States only
• $85,000 – 120,000 per year
• Senior

• Newport Beach, United States
• $95,250 – 120,000 per year
• Senior

Builds valuation analyses and supports financial due diligence for mergers and acquisitions.

• Remote · United States only
• $142,800 – 168,000 per year
• 5+ yrs
• Changed today

• New York City, United States
• $170,000 – 200,000 per year

• Remote · United States only
• $145,000 – 175,000 per year
• Director

Builds and maintains HR systems, provides data-driven workforce insights for compliance and decision making.

• Remote · United States only
• $85,000 – 95,000 per year
• Senior

• Remote · United States only
• $76,500 – 90,000 per year

Supports regional advisor teams with investment strategy, portfolio construction, and analytics.

• California, United States +3 · Hybrid
• $161,500 – 190,000 per year

• Remote · United States only
• $120,000 – 135,000 per year

• Menlo Park, United States +2
• $170,000 – 225,000 per year
• Senior

• Remote · United States only
• $150,000 – 180,000 per year

Builds a real estate and workplace strategy to support headcount growth and business priorities.

• Remote · United States only
• $190,000 – 210,000 per year
• 10+ yrs

Builds and governs data products and analytics foundations for trusted, self-serve analytics.

• Remote · United States only
• $140,250 – 165,000 per year
• 5+ yrs

Leads the estate planning product, owning the roadmap and end-to-end delivery with engineering, design, data, and a development partner.

• Remote · United States only
• $136,000 – 160,000 per year
• 5+ yrs

Defines and delivers the advisor experience roadmap and platform initiative to improve productivity.

• Denver, United States · On-site
• $212,500 – 250,000 per year
• VP

• Remote · United States only
• $175,000 – 210,000 per year
• Director

Leads and runs Mercer Advisors’ trust services, owning outsourced corporate trustee relationships and overseeing revenue, budgets, and client-facing trust work.

• Remote · United States or North America
• $204,000 – 240,000 per year
• 12+ yrs

Builds trusted financial guidance for a large client book within a team-driven Wealth Path program.

• Newport Beach, United States · Hybrid
• $145,000 – 250,000 per year
• 5+ yrs

Builds client investment and financial planning solutions for an established client base.

• Newport Beach, United States · Hybrid
• $85,000 – 110,000 per year
• 3+ yrs

Acts as the primary trusted advisor to a book of Wealth Path clients and supports regional business development and client service.

• Radnor, United States · Hybrid
• $145,000 – 250,000 per year
• Possible repost

Builds and deepens client relationships while applying advanced financial planning and investment expertise.

• Radnor, United States · Hybrid
• $145,000 – 250,000 per year
• 7+ yrs

Builds and maintains relationships with high net worth clients to grow the practice.

• Irvine, United States · Hybrid
• $85,000 – 145,000 per year
• 15+ yrs

• Portsmouth, United States
• $125,000 – 180,000 per year

• Radnor, United States
• $145,000 – 250,000 per year

• Nashville, United States
• $85,000 – 145,000 per year

• Dallas, United States
• $85,000 – 110,000 per year

• Tampa, United States
• $125,000 – 185,000 per year

Executes administrative and transactional client service tasks to support operations.

• Century City, South Africa +2 · On-site
• $31 – 36 per hour
• 2+ yrs

Builds and maintains strong client relationships and services delivery across wealth advisory teams.

• Raleigh, United States · On-site
• $58,225 – 68,500 per year

Oversee client experience and service delivery within Wealth Management, ensuring alignment with standards and acting as liaison between clients and internal teams.

• Scottsdale, United States · Hybrid
• $60,773 – 71,498 per year
• Entry level
• Changed 2 days ago

Manages client service staff to improve productivity and service for Mercer Advisors clients.

• Houston, United States · Hybrid
• $70,000 – 85,000 per year
• 2+ yrs

Manages client experience and coordinates service delivery within wealth management for ongoing client relationships.

• Houston, United States · Hybrid
• $63,750 – 75,000 per year

• Santa Barbara, United States
• $72,000 – 85,000 per year

• Portsmouth, United States
• $29 – 33 per hour

• San Diego, United States
• $31 – 36 per hour

• Naples, Italy
• $63,750 – 75,000 per year

• Kansas City, United States
• $29 – 33 per hour

• Remote · United States only
• $204,000 – 230,000 per year
• VP

Manages preparation of financial statements and tax returns for clients.

• Encino, Colombia · Hybrid
• $119,000 – 140,000 per year
• 3+ yrs

Assist with bookkeeping and account management tasks for the Business Management team.

• Encino, Colombia · Hybrid
• $28 – 33 per hour

Manages client accounting and financial operations for Business Management clients.

• Encino, Colombia +1 · Hybrid
• $119,000 – 140,000 per year

Supports attorneys in estate planning tasks and prepares funding and estate planning documents.

• California, United States +2 · Hybrid
• $32 – 37 per hour
• Entry level

Manages a team of legal assistants and service specialists to support estate planning services.

• Remote · United States only
• $70,000 – 85,000 per year
• Lead

• Atlanta, United States +4
• $130,000 – 150,000 per year
• Senior

• Atlanta, United States +4
• $90,000 – 130,000 per year

• Newport Beach, United States
• $255,000 – 300,000 per year

• Century City, South Africa +1
• $255,000 – 300,000 per year

• Newport Beach, United States
• $212,500 – 250,000 per year

• Century City, South Africa +1
• $212,500 – 250,000 per year

• Remote · United States only
• $250,000 – 400,000 per year

• Remote · United States only
• $300,000 – 450,000 per year

• Remote · United States only
• $136,000 – 160,000 per year
• Director

Prepare tax returns for high-net-worth individuals, trusts and businesses.

• Irvine, United States · Hybrid
• $72,250 – 85,000 per year

Leads client relationships and delivers income tax returns, projections, and analysis for UHNW clients.

• Irvine, United States · Hybrid
• $136,000 – 160,000 per year
• Senior

Manages a tax services team and signs returns for UHNW clients, ensuring efficient processes and strong client experience.

• Encino, Colombia +1 · Hybrid
• $136,000 – 160,000 per year
• 7+ yrs

Manages billing operations, invoicing and collections within Wealth Solutions to support client accounts.

• Remote · United States or North America
• $27 – 31 per hour
• 2+ yrs

Performs tax preparation and related services for high-net-worth clients, trusts and businesses in a hybrid work environment.

• Irvine, United States +1 · Hybrid
• $78,200 – 92,000 per year
• 1+ yrs

Prepare and file tax returns for ultra-high-net-worth individuals, trusts and businesses while communicating with clients and performing tax research.

• Remote · United States, North America or Americas
• $99,000 – 110,000 per year
• 1+ yrs

Prepares and delivers income tax returns, projections and analysis for high-net-worth clients.

• Encino, Colombia +1 · Hybrid
• 1+ yrs

• Remote · United States only
• $116,450 – 145,000 per year

• Newport Beach, United States
• $212,500 – 250,000 per year

• Century City, South Africa +1
• $212,500 – 250,000 per year