Mercer Advisors Jobs Hiring Now
Mercer Advisors is hiring for 39 open roles on Migrate Mate as of October 15, 2026, concentrated in account management and business operations, with listed salaries up to about $225,000. Migrate Mate updates Mercer Advisors's live openings daily. Mercer Advisors is a fee-only wealth management firm offering financial planning, tax, and investment advisory services to individuals and families.
Find Mercer Advisors JobsOverview
Mercer Advisors hiring data on Migrate Mate, as of October 15, 2026.
- Open jobs
- 39
- Top team
- Account Management
- Seniority
- Manager level or above
- Work type
- 74% remote or hybrid
- Top location
- San Francisco
- Salary range
- $64,000–$225,000
Listed salaries for Mercer Advisors roles on Migrate Mate range from about $64,000 to $225,000 per year across 39 open roles, as of October 15, 2026. Some roles list hourly contract rates.
Open Roles at Mercer Advisors
Showing 25 of 39+ Mercer Advisors jobs
Why Work at Mercer Advisors?
For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.
Today, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients' best interests — always.*
Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.
Join us and help families amplify and simplify their financial lives with confidence.
- 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:
Mercer Advisors uses a team-selling model for our most complex client opportunities. Regional sales leaders, wealth advisors, and specialists across tax, estate planning, financial planning, and investments come together around a single high net worth household. That is a lot of moving parts and a lot of people. That's where you come in, the Program Operations Senior Manager.
You will partner directly with the Director of Client Development to own how this program runs. This is not a back-office job. It is highly visible across the organization. You'll work with sales leaders, coordinate specialists, partner with IT, and tell us when something isn't working. The most valuable thing you can do is notice which step keeps breaking, which objection keeps showing up or which team keeps getting skipped.
Essential Job Functions for this role include:
Run the program
- Own the sales process day to day, from opportunity creation through verbal commit and handoff
- Define what qualifies for a HNW prospect and set the standards for stages, aging opportunities, meetings, and specialist participation
- Track active opportunities, find out why they've gone quiet, and step in to get them moving
- Be the first stop for RVPs, CDAs, and specialists when they need an answer, a template, or a status
Own the data and reporting
- Own HNW pipeline data in Salesforce, including stage definitions, hygiene standards, and one certified source of truth
- Partner with Salesforce IT to turn manual reporting into governed dashboards
- Produce the biweekly pipeline reporting for senior leaders and explain what it means
- Log how opportunities end and keep competitive intel current with what the field is hearing
Build the field's capability
- Build and deliver training, onboarding, playbooks, and templates, and keep them from going stale
- Measure adoption and turn what the data shows into coaching
- Work with the Deal Desk and bring patterns from closed opportunities back to the program
Influence across the business
- Partner with IT, Operations, Marketing, Learning & Development, and Compliance
- Resolve channel overlap across HNW, Direct-to-Consumer, and Employee Referral
- Build business cases and present recommendations to senior leaders
- Forecast specialist capacity so constraints surface before they slow deals
Knowledge, Skills, and Abilities:
- 8+ years in sales operations, program management, or revenue enablement, ideally in wealth management or financial services
- Strong Salesforce skills, including dashboards, pipeline hygiene, and reporting
- Working knowledge of tax, estate, financial planning, and investments to credibly coordinate specialists
- Hands-on AI experience in a work setting
- Proven ability to coordinate a group toward a decision without being the most senior person in the room
- Clear writing and the ability to turn data into executive recommendations
- A driver who solves rather than escalates, speaks up when something is wrong, and spots trends early
- Comfort building structure in a fast-moving, ambiguous environment
Work Schedule:
This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs.
All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period.
Working Conditions:
This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs.
Application Deadline: The initial deadline for applications is 11/15/2026. Applications submitted after this date may still be considered on a rolling basis until the position/program is filled. We encourage all interested candidates to apply as early as possible. If a final decision has not been made by the initial deadline, subsequent applications will be reviewed as they are received.
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 Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
- Kaiser Medical plans available in California
- Health Savings Account (HSA) with company contributions 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 including 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 (8 weeks)
- Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 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 as well as an after-tax option
- Pet Insurance
- Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing
We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.
Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.
If you need an accommodation during the application or hiring process, please email PeopleTeam@merceradvisors.com. This inbox is for accommodation requests only.
For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights.
If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here.
CCPA Notice at Collection
Why Work at Mercer Advisors?
For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.
Today, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients' best interests — always.*
Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.
Join us and help families amplify and simplify their financial lives with confidence.
- 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:
Mercer Advisors uses a team-selling model for our most complex client opportunities. Regional sales leaders, wealth advisors, and specialists across tax, estate planning, financial planning, and investments come together around a single high net worth household. That is a lot of moving parts and a lot of people. That's where you come in, the Program Operations Senior Manager.
You will partner directly with the Director of Client Development to own how this program runs. This is not a back-office job. It is highly visible across the organization. You'll work with sales leaders, coordinate specialists, partner with IT, and tell us when something isn't working. The most valuable thing you can do is notice which step keeps breaking, which objection keeps showing up or which team keeps getting skipped.
Essential Job Functions for this role include:
Run the program
- Own the sales process day to day, from opportunity creation through verbal commit and handoff
- Define what qualifies for a HNW prospect and set the standards for stages, aging opportunities, meetings, and specialist participation
- Track active opportunities, find out why they've gone quiet, and step in to get them moving
- Be the first stop for RVPs, CDAs, and specialists when they need an answer, a template, or a status
Own the data and reporting
- Own HNW pipeline data in Salesforce, including stage definitions, hygiene standards, and one certified source of truth
- Partner with Salesforce IT to turn manual reporting into governed dashboards
- Produce the biweekly pipeline reporting for senior leaders and explain what it means
- Log how opportunities end and keep competitive intel current with what the field is hearing
Build the field's capability
- Build and deliver training, onboarding, playbooks, and templates, and keep them from going stale
- Measure adoption and turn what the data shows into coaching
- Work with the Deal Desk and bring patterns from closed opportunities back to the program
Influence across the business
- Partner with IT, Operations, Marketing, Learning & Development, and Compliance
- Resolve channel overlap across HNW, Direct-to-Consumer, and Employee Referral
- Build business cases and present recommendations to senior leaders
- Forecast specialist capacity so constraints surface before they slow deals
Knowledge, Skills, and Abilities:
- 8+ years in sales operations, program management, or revenue enablement, ideally in wealth management or financial services
- Strong Salesforce skills, including dashboards, pipeline hygiene, and reporting
- Working knowledge of tax, estate, financial planning, and investments to credibly coordinate specialists
- Hands-on AI experience in a work setting
- Proven ability to coordinate a group toward a decision without being the most senior person in the room
- Clear writing and the ability to turn data into executive recommendations
- A driver who solves rather than escalates, speaks up when something is wrong, and spots trends early
- Comfort building structure in a fast-moving, ambiguous environment
Work Schedule:
This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs.
All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period.
Working Conditions:
This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs.
Application Deadline: The initial deadline for applications is 11/15/2026. Applications submitted after this date may still be considered on a rolling basis until the position/program is filled. We encourage all interested candidates to apply as early as possible. If a final decision has not been made by the initial deadline, subsequent applications will be reviewed as they are received.
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 Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
- Kaiser Medical plans available in California
- Health Savings Account (HSA) with company contributions 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 including 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 (8 weeks)
- Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 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 as well as an after-tax option
- Pet Insurance
- Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing
We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.
Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.
If you need an accommodation during the application or hiring process, please email PeopleTeam@merceradvisors.com. This inbox is for accommodation requests only.
For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights.
If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here.
CCPA Notice at Collection
Job Roles at Mercer Advisors
Working at Mercer Advisors
Mercer Advisors's 39 open roles are manager level or above, and about 74% are remote or hybrid. The most active teams are account management, business operations, and business development. Mercer Advisors is a fee-only wealth management firm that provides integrated financial planning, investment management, tax preparation, and estate planning services to individual and family clients. Roles span client-facing advisory positions, relationship management, and tax support functions across a national footprint. Most Mercer Advisors roles are based in San Francisco, with some in Los Angeles and Denver.
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Browse jobs by roleMercer Advisors Jobs: Frequently Asked Questions
How many jobs is Mercer Advisors hiring for right now?
Mercer Advisors is hiring for 39 open roles on Migrate Mate as of October 15, 2026, updated daily, concentrated in account management and business operations. Positions range from client-facing advisory and relationship management roles to tax and operational support functions across multiple U.S. cities.
What kinds of roles does Mercer Advisors hire for?
The most active teams are account management, business operations, and business development. Mercer Advisors regularly hires for wealth advisor, relationship manager, tax manager, tax support specialist, and client service coordinator positions. Most postings are manager level or above, reflecting the firm's focus on experienced professionals who can manage client relationships and deliver integrated financial planning services.
Are Mercer Advisors jobs remote or in-person?
Mostly remote. About 74% of Mercer Advisors's open roles on Migrate Mate are remote or hybrid as of October 15, 2026, with the rest based in San Francisco. Each Mercer Advisors listing shows its work location so you can filter before applying.
How do I apply to a job at Mercer Advisors?
Find a Mercer Advisors role on Migrate Mate, then follow the listing through to Mercer Advisors's own careers page to submit your application directly. Mercer Advisors manages its own hiring process, including screening, interviews, and offers, independent of Migrate Mate.
What do Mercer Advisors jobs pay?
Listed salaries for Mercer Advisors roles on Migrate Mate range from about $64,000 to $225,000 per year as of October 15, 2026, with most postings at manager level or above. Some roles list hourly contract rates. Exact pay is set by Mercer Advisors and shown on each listing.
Does Mercer Advisors hire entry-level?
Most of Mercer Advisors's open roles on Migrate Mate are manager level or above as of October 15, 2026. Entry-level openings are limited. Check individual Mercer Advisors listings for stated experience requirements.
Where is Mercer Advisors hiring?
Most Mercer Advisors roles are based in San Francisco, with some in Los Angeles and Denver, and about 74% offer remote or hybrid work as of October 15, 2026. Migrate Mate shows the location on each listing.