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 Manager of Customer Journey will play a pivotal role in driving Mercer Advisors’ client acquisition strategy by managing and optimizing lead nurturing efforts across the entire sales funnel. This individual will be responsible for increasing appointment bookings, improving show rates, and boosting conversion through strategic, data-driven email and SMS drip campaigns to drive new client acquisition. The ideal candidate will be a hands-on marketer with deep experience in Salesforce Marketing Cloud and a strong understanding of customer journey design and profiles and marketing automation.
Essential Job Functions and Responsibilities
- Lead Nurturing Strategy & Execution
- Own the end-to-end lead nurturing strategy across the funnel—from initial inquiry to appointment booking and conversion to new client.
- Create new journeys ranging from appointment bookings to content downloads, all in service of better nurturing leads throughout the funnel.
- Design, build, and optimize multi-touch email and SMS drip journeys and sales cadences tailored to different lead segments and funnel stages.
- Collaborate with acquisition marketing, sales, and analytics teams to align nurturing efforts with broader business goals.
- Design Ideal Customer Profiles to map out best fit to inform targeting, in collaboration with Director of Specialty Segments.
- Campaign Development & Optimization
- Develop and manage automated campaigns in Salesforce Marketing Cloud, including Journey Builder & Email Studio.
- Conduct A/B testing and performance analysis to continuously improve engagement, appointment rates, and conversion.
- Monitor campaign performance and proactively identify opportunities to improve lead quality and funnel velocity.
- Cross-Functional Collaboration
- Partner with analytics and sales teams to understand lead behavior and sales feedback, using insights to refine nurturing strategies.
- Work closely with content and creative teams to ensure messaging is aligned with brand voice and resonates with target audiences.
- Coordinate with data and tech teams to ensure accurate lead tracking, segmentation, and reporting.
- Reporting & Insights
- Track and report on key performance indicators (KPIs) such as open rates, click-through rates, appointment bookings, show rates, and conversion.
- Provide regular updates to leadership on campaign performance and lead nurturing effectiveness.
- Leverage data to identify trends, gaps, and new opportunities for growth.
Required Knowledge, Skills & Abilities
- 5+ years of experience in marketing automation, lead nurturing, or lifecycle marketing, preferably in a B2C or financial services environment.
- Proven expertise in Salesforce Marketing Cloud, including Journey Builder, Email Studio and Salesforce cadences; Familiarity with Calendly workflows is a plus.
- Strong understanding of marketing funnel dynamics and customer journey mapping.
- Experience with A/B testing, segmentation, and performance optimization.
- Analytical mindset with the ability to interpret data and translate insights into action.
- Excellent communication and project management skills.
- Bachelor’s degree in Marketing, Business, or a related field.
Work Schedule:
Monday through Friday, 8:00AM – 5:00PM
Working Conditions:
Professional office environment. 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.
