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 Marketing Coordinator is a vital member of the marketing team, playing a central role in the content team. This position is responsible for project managing key marketing initiatives and ensuring that all marketing projects meet their deadlines. The Marketing Coordinator serves as the central hub for the marketing portion of new hire onboarding, corporate client/prospect webinar logistics, employee bios, and managing our print-on-demand vendor relationship. Additionally, this role assists with various project management tasks and more, requiring exceptional organizational skills, the ability to self-manage, and a detail-oriented, process-driven approach.
Essential Job Functions for this role include:
Project manage marketing communication plan for office openings, closures, and relocations:
· After meeting with local office leadership, create timeline for client communications, website updates, and more.· Collaborate with copy writer utilizing templated communication to produce compliance approved copy.· Responsible for overall project management and ensuring the project flows to timeline to ensure we are within compliance regulations.
Coordinator and facilitator of client/prospect webinars:
· Follow webinar strategy to work with speakers to coordinate dates for the webinar, rehearsals, presentation materials, etc.· Manage Zoom set-up of event, including the registration page, and run weekly registration reports.· Run rehearsal sessions as well as the live webinar.· Provide post event reporting.
Manage vendor relationships for marketing technology:
The person in this position is responsible for managing the relationship with two of our largest marketing technology vendors.
Print On Demand Vendor
We are in the process of switching vendors; the Marketing Coordinator will be a vital part of the implementation team with the new vendor. Core responsibilities of this relationship include:· Manage the relationship and stream of communication between Mercer Advisors and the print vendor.· Manage logistics for print material updates and inventory planning.· Manage and continually maintain up-to-date data bases for office address changes, credentials, titles, non-POD inventory, etc.· Primary on annual holiday card project.· Primary on employee access requests, and updates to office locations, credentials, titles, and signatures on Mercer on Demand.
Mercer Advisors Company Store
· Primary liaison between Marketing and store vendor, working with them to select items that are available for employee purchase.· Continually refreshing items by season, reviewing reports, and making suggestions for store improvement.· Work with HR and Community Marketing, as well as others when they want to order branded materials from the vendor.
Employee onboarding and updates:
· Facilitate the marketing onboarding process for new employees, where applicable, including training on how to order business cards, headshot and bio requirements, formatting of email signature, etc.· Manage bio and headshot submissions and updates through editing, compliance approval, and publishing.
Other duties:
· Manage Marketing ticket submissions through HALO.· Employee updates (bios, credentials, headshots)· Onboarding/offboarding· Access requests to marketing technology· Managing Marketing email boxes to ensure responses are delivered in a timely way.· Assisting with project management of various marketing programs and initiatives.· Enters projects as needed into project management software.
Knowledge, Skills, and Abilities:
Experience:
At least 1 year of administrative experience.
Skills:
Excellent verbal, written, analytical, and organizational skills. Proficiency with MS Word, Excel, PowerPoint, and Outlook. Experience with Zoom in a webinar capacity is a bonus. Must be proficient in using spreadsheets and word processing programs.
Attributes:
Highly organized, able to self-manage and switch between projects efficiently, extremely detail-oriented, and process-driven. Experience working in a fast-paced environment.
Work Schedule:
This professional role requires availability Monday through Friday, 8:00 AM – 5:00 PM with flexibility to work different hours to meet internal and external client needs.
Working Conditions:
Professional office environment, daytime hours, working inside, standing, and sitting, will be assigned to a workstation, no heavy lifting over 10 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.
