Why Work at Mercer Advisors?
For nearly 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 Wealth Management Operations Manager is a new position at Mercer Advisors that will play a pivotal role in overseeing and optimizing the operational aspects of our wealth management division. This position requires a commitment to excellence, critical thinking skills, expertise in project management, and the ability to drive operational efficiency and client satisfaction.
Essential Job Functions for this role include:
- Work in partnership with Enablement and Experience teams to develop strategies to improve Wealth Management operations.
- Develop and execute on tactical priorities, ensuring alignment between strategic goals and day-to-day operations.
- Transform high-level objectives into actionable operational plans, including clear milestones, deliverables, and identification of KPIs to track progress, measure success, and identify potential risks and bottlenecks.
- Provide program management for key strategic initiatives, including advisor transitions, ensuring clearly defined expectations, roles, and responsibilities, while driving seamless execution to achieve program goals.
- Design, document, and implement consistent operational processes across wealth management, including standard operating procedures and quality control measures to identify issues and trends, ensuring optimal performance and scalability.
- Identify and execute against opportunities for process improvement and automation to streamline operations, reduce costs, and enhance the client experience.
- Partner with client-facing teams to improve the overall client experience, providing integrated operational support and facilitating resolution of operational issues promptly through appropriate escalation channels.
- Coordinate with Business Intelligence, Finance, and Wealth Management leadership to drive clarity and consistency around reporting.
- Collaborate with technology teams to integrate cutting-edge tools and systems to enhance operational capabilities.
- Effectively communicate operational updates and initiatives to senior leadership and key stakeholders, gathering buy-in and ensuring project alignment with timely delivery.
- Demonstrate confident leadership with senior leaders by setting clear agendas, driving action items, and effectively communicating expectations while maintaining professional relationships across all organizational levels.
Knowledge, Skills, and Abilities:
● Bachelor’s degree in finance, Business, or a related field; MBA or advanced degree preferred.● Minimum of 7 years in operations, with a proven track record of leadership.● Strong process design and optimization capabilities.● Proven project management experience, including leading and influencing cross-functional teams● Strong analytical and problem-solving skills● Exceptional written, communication, presentation, and organizational skills● Capable of working in a fast-paced environment● Strategic thinker with a focus on continuous improvement.● Microsoft Office proficient● Achieving success means that you should be comfortable in ambiguity, enjoy problem solving, and have strong leadership and team development capabilities.
Work Schedule:
This professional role requires availability Monday through Friday, 8:00 AM – 5:00 PM. Flexibility to travel up ti 10%.
Working Conditions:
Professional office environment, daytime hours, working inside, standing, and sitting, will be assigned to a workstation, no heavy lifting over 20 lbs.
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.
