Mercer Advisors

This role involves monitoring and analyzing performance across the entire sales and marketing funnel, tracking campaign spend, sales team capacity, and proactively flagging performance changes to identify root causes. The manager will also provide optimization recommendations based on deep dives and A/B testing, and drive the learning agenda for growth opportunities.

Financial Planner preparing comprehensive personal financial plans at Mercer Advisors

Regional Vice President driving sales momentum for financial solutions

Regional Vice President growing RIA referral platform at Mercer Advisors

Seasonal Tax Administrator supporting tax team with various processes and client needs

Tax Manager I providing tax compliance services to high-net-worth clients

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 ...

Senior Manager of Revenue Operations at Mercer Advisors enhancing revenue processes

Systems Administrator I supporting Microsoft 365 and cloud infrastructure projects

Director of Tax Experience managing end-to-end operational excellence at Mercer Advisors