Mercer Advisors

Ensure data integrity, reporting accuracy, and operational continuity across Private Investment Services systems, managing data feeds and supporting onboarding of new accounts. | 3-5 years in investment or data operations with strong knowledge of Orion, private market investments, and advanced Excel 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 Private Market Operations Specialist is responsible for ensuring data integrity, reporting accuracy, and operational continuity across Private Investment Services systems—primarily Orion and Arch. This role owns the data feed between various alternative reporting systems and Orion, ensures private investment positions are correctly reflected in all reporting environments, and supports onboarding of new private investment accounts for both organic clients and M&A-acquired firms. Essential Job Functions for this role include: Ensure accurate private investment reporting in Orion, including positions, transactions, valuations, and performance. Own and manage the Arch → Orion data feed, validating that all private investment data flows correctly. Monitor daily data exceptions and reconciliation reports, resolving breaks across Arch, Orion, and custodial records. Troubleshoot data mapping issues, valuation discrepancies, and performance calculation errors with internal teams and vendors. Assist with the private investment portion of M&A onboarding, including data migration, position setup, and historical mapping. Review and convert legacy spreadsheets or systems from acquired firms into Arch and Orion. Support processing and validation of capital calls, distributions, and periodic valuations as needed. Maintain documentation for reporting standards, system workflows, and data processes. Collaborate with Technology, Data Engineering, Reporting, and Operations teams to ensure data integrity and system stability. Communicate clearly with advisors and internal stakeholders regarding reporting status, data issues, and resolutions. Other duties as needed Knowledge, Skills, and Abilities: 3–5 years of experience in investment operations, data operations, portfolio accounting, or alternative investments. Strong understanding of Orion (or similar reporting systems), including reconciliation, data mapping, and performance reporting. Working knowledge of private market investments, including capital calls, distributions, valuations, and fund statements. Experience managing or troubleshooting data feeds between financial systems and resolving data discrepancies. Ability to interpret custodial records, investment statements, and fund documentation with a high level of accuracy. Advanced analytical and problem‑solving skills, with strong attention to detail and proficiency in Excel. Effective communication skills and ability to work cross‑functionally with technology teams, data teams, advisors, and custodians. Work Schedule: This professional role requires availability Monday through Friday, 8:00 AM – 5:00 PM. Working Conditions: Professional office environment, daytime hours, working inside, standing, and sitting, will be assigned to a workstation, no heavy lifting over 20 lbs. 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 $72,250—$85,000 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 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 PeopleTeam@merceradvisors.com. Accommodations are made on a case-by-case basis. This email is for accommodation requests only. We are unable to respond to general inquiries sent to this email address. 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

Provide executive and operational support to C-level executives including calendar, travel, and project coordination. | Experience supporting senior executives with strong organizational and operational skills, but no marketing analytics or technical data analysis expertise. | 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 Sr. Manager of Strategy & Analytics will work closely with the SVP of Client Development Sales revenue and Operations and the Head of Direct Client Development to optimize Mercer Advisors’ direct-to-consumer engine to achieve its ambitious client acquisition goals. Mercer Advisors is uniquely positioned within the RIA space to be an industry leader in digital marketing and sales, and this Director will play a crucial role in developing Mercer Advisors’ strategy through analytics. The Sr. Manager of Analytics must have a proven track record of overseeing marketing, sales, and customer analytics, leveraging data to drive performance across the funnel and informing strategic growth opportunities. Candidates should have experience leading both standardized reporting and leadership updates, as well as ad-hoc deep dive analyses to recommend opportunities for growth. Essential Job Functions for this role include: Monitor performance across the funnel & analyze results Track through-funnel performance with a view into campaign performance/spend and sales team performance/capacity, providing clear KPIs on a regular basis; proactively flag changes in performance and identify root causes. Track the performance of specific initiatives aimed at driving growth (e.g., sales cadences/touchpoints, tools) via A/B testing, cohort analysis, etc. Provide optimization recommendations & drive the learning agenda Lead regular deep dives into areas of opportunity across both marketing and sales, e.g., analyzing the viability of new marketing channels, projecting the effectiveness of rolling out specific tools. Conduct analysis of prospect data to drive recommendations for growth. Identify areas for optimization in campaign or team performance and coordinate cross-functionally to assign owners and next steps; provide testing recommendations based on in-depth analysis. Liaise cross-functionally and with executives Drive analysis to inform executive readouts, focused on synthesizing opportunities to improve the health of the business based on both real-time (e.g., revenue closed in month) and projected indicators. Syndicate with key business stakeholders as necessary to align on implications and action items. Own channel reports and dashboard structure Ensure data alignment across dashboards and data sources, i.e., Salesforce, Marketing Cloud, Google, Meta, LinkedIn, PowerBI; lead initiatives as needed to improve data governance. Identify and implement fixes for errors in reporting/dashboards, both automated (PBI) and Excel-based in coordination with BI team. Scope new views to build to inform strategic optimizations in coordination with finance and BI teams. Drive the integration of advanced analytics techniques such as predictive modeling, machine learning, and advanced segmentation into the business. Knowledge, Skills, and Abilities: 10+ years of marketing and sales analytical experience, ideally within financial services and/or industries with a multi-step sales funnel (i.e., lead generation via marketing to sales close) or experience in management consulting for marketing and sales. High degree of proficiency and expertise within Salesforce, Salesforce Marketing Cloud, PowerBI, and paid media channels (Meta, Google, LinkedIn). Very strong analytical problem-solving skills and data-driven decision-making. Understanding of basic digital marketing measurement including A/B testing, incrementality testing, multi-touch attribution, and mix modeling. Understanding of through-funnel sales performance measurement including cohort tracking and projections. Coding experience for data science preferred (Python, SQL, etc.). Bachelor’s degree. Detail-oriented, accurate, and with strong organizational skills. Strong written and verbal communication, and interpersonal skills. Ability to maintain a professional demeanor under all circumstances and possess executive presence with senior leaders across the organization. Capacity to manage multiple tasks and prioritize deliverables. Work Schedule: This professional role requires availability Monday through Friday, 8:00 AM – 5:00 PM. Working Conditions: Professional office environment, daytime hours, working inside, standing, and sitting, will be assigned to a workstation, no heavy lifting over 20 lbs. 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 $140,000—$160,000 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 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 PeopleTeam@merceradvisors.com. Accommodations are made on a case-by-case basis. This email is for accommodation requests only. We are unable to respond to general inquiries sent to this email address. 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

Serve as primary escalation point for service desk and assist with cloud infrastructure, networking, automation, and migration initiatives. | Minimum 3 years technical support experience with strong problem-solving, customer service, ITIL familiarity, and security-first mindset. | 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’re looking for a Systems Administrator I to join our growing Technology team at Mercer Advisors. We are a cloud-native organization, and the ideal candidate will have experience monitoring, managing, and troubleshooting cloud-based systems, SaaS applications and general networking support. In this role, you will act as the primary escalation point for our service desk while assisting with infrastructure, networking, automation, and migration initiatives. This role focuses on administration, support, and operational execution under established standards and escalation paths. A selection of the key technologies currently in use includes Microsoft (Azure, Entra ID, Microsoft 365, Exchange, Intune, Teams), Amazon Web Services (AWS), Cloudflare, Proofpoint, Zoom, Box Drive, NinjaOne, Nerdio, Meraki, and Mist. Essential Job Functions for this role include: Identity, Productivity, Cloud Infrastructure Platforms Support, assist and monitor day-to-day operations for Microsoft 365 products including Office applications, Teams, Exchange Online, SharePoint and OneDrive Support Entra ID and AWS IAM management. This includes user lifecycle management, group management, and role-based access controls. Monitor and assist with cloud infrastructure across Azure and AWS environments, including Route 53 management. Support and assist with single sign-on integrations and SaaS registrations. Manage and assist with the day-to-day operations and administration of the organization’s file storage solutions. Manage and assist with the day-to-day operations and administration of the organization’s unified communication platforms. Zero Trust Access & Network Security Support and assist with administration and day-to-day operations of the organizations zero trust platform Assist with maintaining secure egress IP configurations for SaaS and third-party integration Monitor and assist with day-to-day operations and administration of the organization’s email security paltform. Office Networking Infrastructure Configure, deploy, administer, and maintain office network infrastructure, including firewalls, routers, switches, and wireless systems. Monitor and troubleshoot network performance issues, connectivity problems, and outages Coordinate and assist with network documentation, modifications, support, maintenance and troubleshooting Endpoint & Device Management Assist with the administration and day-to-day operation and management of endpoint management platforms, including patch management and application deployment. Support Windows, macOS, iOS, and Android devices throughout their lifecycle, including enrollment and decommissioning Collaborate with security and compliance teams to support endpoint security initiatives and audits Knowledge, Skills, and Abilities: Minimum of 3 years of experience in technical support, service desk, or similar IT role Strong technical aptitude with proven analytical and problem-solving skills Excellent customer service and communication skills, with the ability to communicate effectively in person, over the phone, electronically, and in writing Self-motivated and proactive, with a strong interest in technology and a desire to continuously learn, grow, and take on new challenges Familiarity with ITIL-based service management practices Demonstrated security-first mindset, with an understanding of security best practices 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. 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 $70,000—$80,000 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 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 PeopleTeam@merceradvisors.com. Accommodations are made on a case-by-case basis. This email is for accommodation requests only. We are unable to respond to general inquiries sent to this email address. 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

Independently review, draft, and advise on complex estate plans, coordinate with wealth management teams, and support business development. | JD with estate planning expertise, licensed attorney, 5+ years experience in estate planning, high net worth client handling, ability to interpret complex estate and tax laws. | 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 Estate Planning team is part of our Wealth Solutions group, which is a dynamic team environment consisting of professionals dedicated to providing and implementing planning strategies for our high new worth clients. Please note that we will be targeting candidates in the Eastern Time Zone for this opening. Essential Job Functions for this role include: Independently meet with wealth advisors/financial planners/other wealth management and members of the Wealth Solutions group to review, fund, and maintain estate plans Independently reviewing and summarizing existing estate planning documents, including making appropriate recommendations regarding changes and additions based upon changes in law and family circumstances Answering general informational estate planning questions from clients and advisor teams Serving as an in-house resource in estate planning to wealth management teams nationwide Remaining current with related estate, trust, and tax legislation nationwide Eligible to support business development through leading presentations and thought leadership publications, as necessary Managing a service specialist, as assigned, as related to overseeing day-to-day tasks, training, calendars, time management, coaching, and mentoring Other duties as assigned In this role, the Senior Estate Planning Strategist will also act as attorney under Advanced Services Law Group, Inc. (ASLG). ASLG is a boutique estate planning firm that supports clients of Mercer Advisors. In this role, the attorney will perform the following tasks: Meet with clients to design, implement, and fund complex estate planning, wealth transfer strategies, and sophisticated estate and gift tax mitigation. Draft estate plan documents, including irrevocable trusts (GRATs, IDGTs, ILITs, SLATs, CRTs, QPRTs), revocable trusts, wills, powers of attorney, healthcare directives, and funding related documents. Advise on estate, gift, and generation-skipping transfer (GST) tax strategies. Coordinate with wealth advisors, tax experts and other professionals to ensure seamless execution of wealth strategies. Preparing and reviewing deeds and real property transfer documents. Knowledge, Skills, and Abilities: Juris Doctor (JD); LL.M. in Taxation or Estate Planning strongly preferred Licensed to practice law in at least one state Ability to interpret and convey complex estate planning topics to Wealth Management teams and clients 5+ years legal experience in estate planning and deep technical expertise preferred Proven track record of handling planning matters for clients with high net worth Ability to travel up to 25% 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. 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 $170,000—$190,000 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 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 PeopleTeam@merceradvisors.com. Accommodations are made on a case-by-case basis. This email is for accommodation requests only. We are unable to respond to general inquiries sent to this email address. 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

Engage with potential clients to understand their needs and present tailored wealth management solutions, managing the sales process from start to finish. | Requires 5+ years of successful sales experience in financial services, Series 65 or 66 license, and experience with CRM systems; a CFP® or similar designation is preferred. | 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 Regional Vice President will build relationships with clients and help them find a wealth management solution for their needs, driving sales momentum within a collaborative, client-focused environment. Essential Job Functions for this role include: • Engage with potential wealth management clients over Zoom, phone, and/or in person to understand their needs and share how Mercer can help • Draw on financial expertise as well as resources across the organization to create distinct value for each client and present a tailored view of how Mercer can help achieve their goals • Own your sales pipeline from start to finish, converting and nurturing potential clients to create a best-in-class experience for every potential client • Act as a self-motivated leader within a fast-growing, high-visibility arm of the organization and leverage opportunities for personal growth Requirements: • Bachelor’s degree preferred or equivalent experience. • 5+ years of successful sales experience in financial services • Series 65 or Series 66 license required – unless you hold one of the following designations and it qualifies for an exemption to the series 65 in the applicable state(s): Certified Financial Planner™ (CFP®), Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA) or Chartered Investment Consultant (CIC). • CFP® (Certified Financial Planning) designation preferred. • Experience using CRM systems (Salesforce preferred) and managing sales pipelines • Experience building relationships with and understanding the needs of potential clients • Self-motivated, highly coachable attitude with a growth-oriented mindset and drive • Deep understanding of financial services industry and investment management • Passion for helping clients achieve their financial goals • Proven time management and organizational skills in high-volume, high-energy environments • Strong computer aptitude with proficiency in MS Excel, Word, Outlook and PowerPoint • Flexibility to travel 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. 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 $100,000—$150,000 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 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 PeopleTeam@merceradvisors.com. Accommodations are made on a case-by-case basis. This email is for accommodation requests only. We are unable to respond to general inquiries sent to this email address. 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

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.