Mercer Advisors

Lead strategy and technology roadmap for Regis platform serving UHNW clients, translating business needs into product requirements and workflows. | 10+ years in product management or platform strategy, preferably in UHNW or family office environments, with a bachelor's degree. | Why Work at Mercer Advisors? For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households. Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.* Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are. Join us and help families amplify and simplify their financial lives with confidence. * 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: We are seeking a Sr. Director, Regis Product Manager to lead the strategy and evolution of the platform supporting Mercer Advisor’s Regis Group—our integrated offering designed to serve ultra-high-net-worth (UHNW) clients with complex, family office–level needs. This role has end-to-end responsibility for the product strategy, client and advisor experience, and technology roadmap for the Regis platform. You will define how the platform—spanning people, process, and technology—should evolve to support a highly differentiated client segment, translating complex business needs into clear product direction, well-architected workflows, and actionable requirements. Operating at the intersection of business, operations, and technology, you will own what we build and why, working in close partnership with external partners and the technology team, responsible for how solutions are built, and with the advisory teams who use those solutions and are responsible for delivering successful client outcomes. While highly strategic in scope, this role is also hands-on, requiring direct engagement in discovery, workflow design, and product definition. A critical aspect of this role is developing a deep understanding of how advisors, investment professionals, tax specialists, estate planning strategists, and operational teams work in practice. You will engage directly with stakeholders across the organization—observing workflows, identifying friction points, and synthesizing often inconsistent inputs into clear problem definitions and scalable platform solutions. The ideal candidate thrives in complexity, brings structure to ambiguity, and balances strategic vision with disciplined execution and follow-through to measurable business results. Essential Job Functions for this role include: Product strategy, discovery, and client experience ownership Define and own the product vision and multi-year roadmap for the Regis platform to balance near-term priorities with long-term transformational goals Translate business strategy, client needs, and advisor feedback into a cohesive, prioritized product direction Develop a deep, first-hand understanding of workflows across advisors, clients, and operational teams through direct engagement Synthesize diverse and sometimes conflicting inputs into clear problem statements and high-impact opportunities Identify root causes of friction and design scalable, integrated workflows that improve client and advisor experience Bring structure to an evolving environment, shifting from reactive development to intentional product design Product definition and solution design Translate Regis Ultra High Net Worth and Family Office business needs into clear product requirements, user stories, and process flows Lead product discovery and solution design to ensure the right problems are being solved Partner with engineering and architecture teams to design solutions that are scalable, maintainable, and aligned to long-term platform goals Ensure consistency and integration across a multi-system platform ecosystem Own Regis platform adoption to drive utilization of new process flows, measure advisor and client engagement with platform capabilities, and provide hands-on enablement support to ensure use as designed Roadmap management and delivery execution Define and manage a prioritized product roadmap, balancing business impact, user needs, technical constraints, and dependencies Align roadmap decisions with strategic objectives while operating within budget and resource constraints Partner with internal technology team and external partners to translate priorities into execution plans Remain actively engaged through delivery to ensure outcomes align with product intent and business objectives Cross-functional leadership and platform stewardship Serve as the central point of alignment across Product, Technology, Operations, Investments, Compliance, and external partners Facilitate decision-making across competing priorities, trade-offs, and sequencing considerations Influence stakeholders at all levels without direct authority and lead cross-functional initiatives Oversee the evolution of a multi-system platform ecosystem, ensuring it remains integrated, scalable, and aligned to long-term needs Knowledge, Skills, and Abilities: 10+ years of experience in product management, platform strategy, or related roles Experience with UHNW or family office environments Proven experience leading complex, multi-system platform initiatives in cross-functional environments Demonstrated ability to operate across both strategic planning and hands-on execution Strong experience in product discovery, workflow design, and requirements definition Track record of translating complex business needs into well-designed product solutions Excellent communication and stakeholder management skills, with the ability to influence without direct authority Strong analytical and problem-solving capabilities, with comfort operating in ambiguous environments Bachelor’s degree required Preferred Qualifications Experience in wealth management, financial services, or investment platforms Experience with CRM systems, portfolio management tools, and client reporting platforms Background in operating model design, process transformation, or platform modernization Awareness of industry trends and emerging practices in wealth management technology What Success Looks Like A clearly defined and aligned product roadmap supporting the growth of the Regis platform Measurable improvements in client and advisor experience and adoption of both new and existing capabilities A cohesive, scalable platform that reduces friction and improves operational efficiency Strong cross-functional alignment and effective prioritization Delivery of solutions that are well-designed, integrated, and aligned with long-term strategy Work Schedule: This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs. All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period. Working Conditions: This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs. Application Deadline: The initial deadline for applications is 8/15/2026. Applications submitted after this date may still be considered on a rolling basis until the position/program is filled. We encourage all interested candidates to apply as early as possible. If a final decision has not been made by the initial deadline, subsequent applications will be reviewed as they are received. Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors’ incentive compensation programs. Base Pay Range $175,000—$200,000 USD 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 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) 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 as well as an after-tax option Pet Insurance Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing We are not accepting unsolicited resumes from agencies and/or search firms for this job posting. Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements. If you need an accommodation during the application or hiring process, please email PeopleTeam@merceradvisors.com. This inbox is for accommodation requests only. For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights. If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here. CCPA Notice at Collection

Monitor infrastructure and security alerts, respond to incidents, and coordinate escalations to ensure operational reliability. | 2-4 years IT operations experience with knowledge of enterprise IT environments, monitoring tools, and incident management processes. | 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 Infrastructure Operations Specialist is responsible for the day‑to‑day operational reliability of the firm's technology infrastructure through continuous monitoring, incident response, and structured escalation. This role serves as a first and second line of defense for infrastructure‑ and security‑related alerts, executes documented response playbooks, and ensures consistent operational and audit evidence. The position is intentionally scoped to focus on monitoring, response, and coordination, while platform ownership, configuration, and engineering responsibilities remain with Systems Administrators and Infrastructure Engineers. Two positions will be established, with one on each coast, to extend business‑hours coverage in a cost‑effective manner. Essential Job Functions for this role include: Infrastructure Monitoring & Incident Response • Continuously monitor infrastructure, cloud platforms, identity systems, networking, and security tooling using centralized monitoring and alerting solutions. • Triage alerts, validate impact, and execute documented runbooks and response plans. • Act as first and second line of defense for infrastructure and security alerts, escalating issues based on defined thresholds and procedures. • Coordinate incident response activities and ensure appropriate handoff to Systems Administrators or Engineering teams. Service Desk Escalation & Operational Support • Serve as second‑line escalation point for the Service Desk on infrastructure‑related issues. • Validate issues, gather diagnostics, and ensure accurate prioritization before escalating. • Provide operational support during business‑impacting events to reduce time to resolution. Reliability & Continuous Improvement • Contribute to reducing mean time to detect (MTTD) and mean time to respond (MTTR) through disciplined monitoring and response practices. • Identify recurring incidents or alert noise and recommend improvements to thresholds, runbooks, and escalation processes. • Participate in post‑incident reviews and corrective action tracking. Security, Compliance & Audit Support • Monitor infrastructure and security signals and initiate predefined response actions. • Ensure incidents, alerts, and escalations are accurately documented. • Produce consistent evidence of monitoring, response, and escalation to support SOC, audit, and regulatory requirements. • Follow established change and incident management processes. Scope & Boundaries (Intentional) This role does not own infrastructure platforms or perform independent configuration changes. Responsibilities are focused on operations and response, with build, administration, and architecture retained by Systems Administrators and Engineering teams. Knowledge, Skills, and Abilities: • 2–4 years of experience in IT operations, infrastructure support, NOC, service desk escalation, or similar roles. • Strong understanding of enterprise IT environments, including cloud platforms, identity systems, networking, and endpoint fundamentals. • Experience working with monitoring, alerting, and incident management tools. • Familiarity with structured escalation processes and operational runbooks. • Strong documentation, troubleshooting, and communication skills. • Working knowledge of ITIL‑based service management concepts. • Security‑first mindset with an understanding of operational risk and compliance considerations. Preferred Qualifications • Experience supporting cloud environments (Azure and/or AWS). • Exposure to infrastructure security tooling and incident response workflows. • Experience working in regulated or audit‑driven environments. Work Schedule: This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs. All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period. Working Conditions: This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs. Application Deadline: The initial deadline for applications is 05/15/2026. Applications submitted after this date may still be considered on a rolling basis until the position/program is filled. We encourage all interested candidates to apply as early as possible. If a final decision has not been made by the initial deadline, subsequent applications will be reviewed as they are received. 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 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) 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 as well as an after-tax option • Pet Insurance • Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing We are not accepting unsolicited resumes from agencies and/or search firms for this job posting. Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements. If you need an accommodation during the application or hiring process, please email PeopleTeam@merceradvisors.com. This inbox is for accommodation requests only. For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights. If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here. CCPA Notice at Collection

Manage and develop program curriculum, track field interactions, partner with business insights, and improve program operations. | 3-5 years program management experience, strong content development, data reporting skills, platform familiarity, and a bachelor's degree required. | 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 Program Manager, Client Relationship Expansion is a hands-on operator responsible for the curriculum, infrastructure, and operational discipline that allow the firm's Relationship Expansion programs to run at scale. The role owns coaching module development, field interaction tracking, Business Insights partnership, and the integration of advisor platforms with the program's advisor behavior standards. The Program Manager links the field team to the dedicated Business Insights analyst, ensuring reporting is timely, relevant, and translated into program action. Approximately 75% of this role is program operations and build; 25% is direct collaboration with the field team and cross-functional partners. • Essential Job Functions for this role include: Curriculum Development & Content Management • Build and maintain coaching modules, advisor field guides, and program playbooks across all four Relationship Expansion offerings — translating advisor behavior standards into structured, repeatable learning content. • Own version control and distribution of program materials; ensure content is current, accurate, and field-ready. • Develop and iterate on advisor-facing tools, including conversation frameworks, opportunity one-pagers, and session preparation guides. • Support onboarding content for M&A-integrated advisors entering Relationship Expansion programs. Field Interaction Tracking & Pipeline Support • Manage the record of advisor and Managing Partner engagements across active markets — session notes, follow-ups, and outcomes — ensuring continuity between touchpoints. • Prepare advisor session briefs for the Senior Director and Director of Field Development, compiling opportunity data, practice context, and prior session notes. • Maintain engagement logs and pipeline status across markets; surface patterns and gaps to the field team on a regular cadence. • Coordinate scheduling and logistics for market activation sessions across all three divisions. Business Insights Partnership & Reporting • Serve as the primary liaison between the field team and the Business Insights analyst dedicated to SOW and Relationship Expansion reporting. • Define reporting needs with the BI analyst; interpret opportunity data and translate it into actionable intelligence for the Senior Director and Director of Field Development. • Manage delivery of scheduled and ad hoc program reporting — including market engagement health, pipeline volume, conversion tracking, and advisor activity. • Identify reporting gaps or data quality issues affecting program decisions and escalate to the BI analyst with clear requirements. Platform Integration & Tools • Ensure Opportunity Engine 2.0 and Aspen enhancements align with the program's advisor behavior standards — so platform updates reinforce the approach rather than create friction. • Serve as the program team's point of contact for advisor-platform integration questions, coordinating with the technology team as needed. • Maintain and iterate HTML-based field tools (intake forms, market view tools, session trackers) used by the field team. • Identify opportunities to improve the advisor and Managing Partner experience through better tool design or platform integration. Program Improvement & Operations • Capture learnings from field interactions, identify patterns across markets, and drive continuous improvement of program materials and activation approach. • Document program processes and maintain operational runbooks so the program can scale without relying on knowledge held by any single individual. • Support the Senior Director in preparing internal communications, leadership updates, and program performance summaries. Knowledge, Skills, and Abilities: • Experience: 3–5 years in program management, financial services operations, advisor Experience: 3–5 years in program management, financial services operations, advisor enablement, or a related field. Experience supporting a field-facing team or advisor development program strongly preferred. • Content Development: Demonstrated ability to build structured learning content, playbooks, or program curricula. Strong written communication — able to translate complex advisory concepts into clear, field-ready language. • Data & Reporting: Comfortable working with BI outputs and reporting tools. Able to interpret opportunity data and translate it into program recommendations. Power BI experience a plus. • Platform Familiarity: Experience with advisor platforms such as eMoney, Aspen, or Salesforce-adjacent tools preferred. Comfort with web-based tools; HTML or structured content familiarity a plus. • Organizational Skills: Highly detail-oriented and systems-driven. Manages multiple active markets and workstreams without losing accuracy or follow-through. • Collaboration: Effective cross-functional partner — able to work across BI, technology, and field teams with clarity and accountability. • Adaptability: Comfortable in a growing, evolving program environment where processes are still being built. Ownership mindset — sees gaps and closes them without being asked. • Education: Bachelor's degree from an accredited institution required. Work Schedule: This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs. All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period. Working Conditions: This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs. Application Deadline: The initial deadline for applications is 5/14/2026. Applications submitted after this date may still be considered on a rolling basis until the position/program is filled. We encourage all interested candidates to apply as early as possible. If a final decision has not been made by the initial deadline, subsequent applications will be reviewed as they are received. 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 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) 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 as well as an after-tax option • Pet Insurance • Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing We are not accepting unsolicited resumes from agencies and/or search firms for this job posting. Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements. If you need an accommodation during the application or hiring process, please email PeopleTeam@merceradvisors.com. This inbox is for accommodation requests only. For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights. If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here. CCPA Notice at Collection

The Accounting Associate II will perform data entry in QuickBooks, conduct monthly bank and credit card reconciliations, and assist with payroll and financial statement analysis. This role is integral to the Tax & Accounting team, supporting various accounting functions and collaborating with the tax team as needed. | Candidates should have at least 2 years of bookkeeping experience, preferably in a CPA or Business Management firm. A Bachelor's Degree in accounting or business is a plus, along with proficiency in QuickBooks and MS Office. | 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: We are seeking a detail-oriented and success-driven Bookkeeper to become an integral part of our Tax & Accounting team. A successful candidate will utilize their educational background, work experience, communication, and organizational skills in analyzing clients' books and performing data entry in QuickBooks. We offer a supportive and team-oriented work environment, and opportunity to learn and grow within our organization. Essential Job Functions for this role include: Data entry in QuickBooks Monthly bank & credit card reconciliations Posting journal entries and adjustments as needed Review and post payroll as needed Review and analyze financial statements Assist with city business license renewals Prepare annual 1099s File annual Secretary of State Statements Working with tax team for tax matters as needed Knowledge, Skills, and Abilities: 2 years of bookkeeping experience Prior experience in a CPA or Business Management firm Knowledge and understanding of A/R and A/P functions Bachelor’s Degree in accounting or business a plus Proficiency in QuickBooks Pro Proficiency in QuickBooks Online a plus Proficiency in MS Office and data management software Experience with MS TEAMS is preferred Payroll tax return preparation a plus Sales tax return preparation a plus Strong organizational and administrative skills Detail-oriented with strong analytical and problem solving, critical thinking, interpersonal, and verbal and written communication skills Excellent organizational skills with a bias towards efficiency Excellent judgment, poise, and professionalism Keen ability to work independently, show initiative, and take ownership while understanding the importance of collaboration & teaming Practices superior time management. Able to re-prioritize tasks and support teams based on frequently changing needs Demonstrates winning Social Customer Service techniques such as empathy, patience, advocacy, and conflict resolution 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 are a resident of California, learn more about Mercer's California Consumer Privacy Policy here.

The Talent Acquisition Coordinator supports the Talent Acquisition team with administrative and operational tasks. This includes managing job postings, scheduling interviews, and assisting with recruiting events. | Candidates should have a high school diploma, with a college degree preferred, and 2 to 4 years of HR and recruiting administration experience. Experience with HR systems and recruiting software is required, and candidates should demonstrate strong organizational and communication skills. | 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 Talent Acquisition Coordinator is responsible for supporting the Talent Acquisition team from an administrative & operations perspective. This role requires a high level of flexibility, attention to detail, and ability to prioritize and plan work well for execution. Essential Functions for the role include: Manage all job postings for the Talent Acquisition team – create job templates, post internally and externally, and remove upon offer/acceptance. Posting jobs to Paycom, LinkedIn, and Job Boards Track impactful recruiting events and job fairs for national and local recruiting and DEI focused events Maintaining job descriptions stored in Box – version control; works collaboratively with HR Generalist and HR leadership on job creation and vetting Creating new templates and workflows to create requisitions in HRIS Assist scheduling candidate interviews for Hiring Managers, as needed Assist Recruiters with screening resumes and candidate selection for interview Sourcing resumes for positions as needed Responsible for recruiting administrative tasks including registering for job fairs and assisting with developing university relationships Prepare offer grids for talent acquisition team to facilitate the offer approval process as it currently operates Manage and own evergreen reqs to build out and organize pipeline of talent for future needs Embrace and understand talent acquisition HRIS system functionality to build efficiency to team tasks and compliance for reporting purposes Competencies: Driven to deliver Strong service mindset Self-starter Keen attention to detail Organized Strong verbal and written communication Education and Experience: High School Diploma required. College degree a plus. 2 to 4 years of fast-pasted HR and Recruiting Administration experience required Ideal candidate will have some light recruiting or sourcing experience, or the desire to learn recruiting Experience with HR systems and recruiting software. Experience with Greenhouse is a plus. Ability to use good judgment, prioritize and plan work well, and execute deliberately Timely follow-through & follow-up required Must have the ability to maintain a strict level of confidentiality and required to exercise extreme discretion Ability to manage multiple tasks, show adaptability and meet deadlines while maintaining accuracy with a strong attention to detail Ability to handle sensitive and confidential issues objectively Work Schedule: Monday through Friday, 8:00AM – 5:00PM with flexibility. Work location is flexible with the expectation to available for in-person meetings and/or travel. Working Conditions: Professional home office work environment, business hours with some early morning or late day calls and travel as required by the business, standing, and sitting. Ability to occasionally travel for college career fairs. 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 are a resident of California, learn more about Mercer's California Consumer Privacy Policy here.