Mercer Advisors

Data Analyst

• Own and evolve client service insights, tracking performance against client promises and measuring onboarding quality
• Lead the client opportunity function, including the opportunity engine and dashboards surfacing growth and retention opportunities
• Manage client sentiment and risk analytics, including NPS programs, client check-in workflows, and predictive models identifying at-risk relationships
• Drive client action plan capabilities with client-facing and advisor-facing products translating insights into prioritized next steps
• Oversee client engagement and communication analytics, including cadence design and measurement
• Build and maintain client specialty tagging infrastructure, including employer and niche tagging
• Lead Upgrades & Repricing analytics and support related commercial repricing processes and communications
• Partner with advisory, technology, and operations teams to identify data needs, resolve data challenges, and improve client intelligence
• Establish and uphold data governance practices for accuracy, privacy, and security
• Build, lead, and develop a high-performing analytics team
• Potential future scope includes advisory team position management, coverage modeling, practice analytics, transition management support, and advisor risk analytics

Vice President, Client Data – Analytics

Sales Operations Manager

• Build, organize, and maintain a centralized content hub serving as the single source of truth for RVPs and program teams
• Drive playbook adoption across the field by developing rollout strategies, tracking usage, and iterating based on feedback
• Partner with program leads to develop and refine communication cadences that keep field teams informed, aligned, and engaged
• Support launch readiness for new programs, initiatives, and tools by coordinating training, materials, and rollout timelines
• Monitor technology and sales tool adoption, identify gaps, and build campaigns to improve usage
• Contribute to sales tooling strategy by surfacing field feedback and documenting needs
• Track enablement metrics and produce regular reports on content engagement, tool adoption, and program readiness
• Work with the Client Development Operations team, program leaders, and RVPs to provide field teams with tools, content, and training
• Simplify complex ideas into actionable guidance for a field sales organization

Sales Enablement Specialist

Manager

• Support Mercer Advisors’ Investment Management Group, which oversees and implements investment solutions across billable AUM
• Collect, analyze, and maintain asset class-level data and performance metrics, focusing on equity and fixed income ETFs, mutual funds, and SMAs
• Assist in designing and evaluating asset class investment frameworks, portfolios, and SMA strategies
• Assist with initial and ongoing due diligence of traditional, systematic, and quantitative investment managers and strategies
• Build, monitor, and refine tools for performance attribution and risk management with senior team members
• Draft, maintain, and update strategy memos incorporating due diligence questionnaires, manager engagement, and quantitative monitoring reports
• Prepare materials and analysis for the Investment Committee and sub-committees
• Contribute to capital markets research and educational content for internal stakeholders
• Support documentation and maintenance of departmental investment policies and procedures
• Assist with regulatory audits and internal documentation reviews
• Travel approximately 5–10%

Research Manager

Operations

• Manage various aspects of third-party asset management platforms
• Support custodian and client service needs for asset management activities
• Advise internal trading teams, outside asset managers, and investment platforms to ensure client needs are met and accounts are invested correctly
• Review accounts for accuracy, proper record keeping, and conformance with asset allocation policies
• Configure accounts to implement Mercer Advisors strategies on third-party systems
• Assist client service teams in understanding outside asset managers and systems
• Work with separate account managers to ensure timely and appropriate strategy implementation
• Monitor third-party asset management platforms for proper trading and asset allocations
• Collaborate with Compliance and Investment Strategy to implement company standards, educate client service teams, and escalate exceptions
• Assist with reallocation of investment strategies in client portfolios
• Resolve issues on third-party systems with client service teams
• Troubleshoot creatively and with latitude
• Perform other assigned duties as needed

Portfolio Operations Specialist

Consultant

• Execute investment implementations for complex portfolio transitions and high net worth clients
• Serve as a point person for newly acquired firms assimilating to Mercer Advisors’ investment platform and models
• Develop investment deliverables for prospective clients to support organic growth
• Collaborate with Wealth Advisors, Operations, Portfolio Management, Compliance, and Trading departments
• Communicate investment philosophy and available investment strategies
• Provide proactive and timely status updates on portfolio implementations
• Lead presentations on various investment topics to Wealth Advisor teams
• Support new Portfolio Consultants in developing core competencies within the investment platform
• Match Advisor implementation goals with available investment strategies
• Draft, support, and audit analytics, proposals, and deliverables for Wealth Management Teams
• Manage standardized workflows and investment processes
• Coordinate process improvement with key central teams
• Manage concurrent portfolio implementations to meet or exceed Service Level Agreements
• Audit implementations for consistency with target portfolio objectives
• Oversee implementations for high net worth and ultra high net worth clients
• Provide insights to optimize client portfolios and enhance the client experience

Vice President, Client Data – Analytics

Sales Enablement Specialist

Research Manager

Portfolio Operations Specialist

Senior Portfolio Consultant – Mountain or Pacific Time Zones