For 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 New Partner Success Program Manager will be responsible for ensuring the delivery of “One Mercer” to newly acquired firms. Partnering with project managers from New Partner Integration and key functional leaders from Wealth Solutions, Legal, Compliance, Marketing, Human Resources and Technology, this role will be the “orchestra conductor” ensuring a thoroughly coordinated effort, with elevated experiences for the new Mercer team members, as well as the market they are joining. Assisting with coordination, communications, reporting, issue escalation and growth activation, this is a multi-faceted role that will have a high degree of visibility with key stakeholders across Mercer and provide a unique vantage point into the inorganic growth engine of Mercer. Additionally, this role will grow to provide exposure to the M&A process, including participation in management meetings with prospective acquisitions, operating as a key voice in the discussions and sharing the positive experience newly acquired firms can expect, from our high-level processes during integration to post-integration support for growth and acclimation. For highly complex integrations, this role may also be involved with the development of new processes and / or assist with launching new businesses into Mercer, in partnership with Wealth Solutions and Technology.

The guiding principles for this position will include driving transparent and well-coordinated efforts across Mercer to the benefit of newly acquired firms, supporting the integration team to methodically, efficiently and effectively incorporate new businesses into Mercer, identify new ways to drive more thoughtful and rapid integrations to achieve value while also promoting standardization, economies of scale and effective risk management. The New Partner Success Program Manager must be highly organized, have working knowledge of the RIA ecosystem (including key technology and operations routines, or aptitude to learn), believe in the Mercer approach to service clients (planning-led, fiduciary) and genuinely enjoy engaging with others as a servant leader. Moreover, the position requires outstanding communication skills, including understanding the “audience”, promptness, patience and clarity, and superior attention to detail.

Essential Job Functions for the M&A Integration Project Manager will include:

Develop a deep understanding of the end-to-end integration process to effectively communicate it out to prospective firms during the sales process, guide newly acquired firms through their journey, and to find ways to improve the process
Elevate the experience of acquired firms (beginning with their first impression during pre-LOI meetings through to becoming a Mercer employee) by being their primary point of contact and finding ways to continually improve their day-to-day interactions with all Mercer teams
Assist in the development and ongoing management of new program tracking routines to provide transparency to all in-flight integrations. These routines will be shared with leaders across Mercer and may be provided to sub-committees of Mercer’s board of directors. Sample deliverables include an integration calendar, weekly integration status reports and integration issue tracking
Drive innovation in the integration process and actively seek ways to integrate firms more quickly. As an active participant and driver of key efforts in the “T-60” project, find ways to achieve our goal of fully integrating firms at deal close. This may include partnering with our key technology vendors to drive creative solutions to current limitations
Develop a feedback loop with key functional partners to drive continuous improvement, with a focus on the timing and impact of their steps in the integration process
Contribute to making New Partner Success a competitive differentiator in the marketplace; may provide opportunities to represent Mercer at industry events, speaking to the power of our function

Required Knowledge, Skills and Abilities:

Bachelor's degree or equivalent experience
Minimum three (3) years financial services industry experience with a high level of knowledge of the RIA ecosystem
Client-centric approach required
Excellent verbal, written, analytical and organizational skills
Proficiency with Microsoft Word, Excel, PowerPoint and Outlook; technical aptitude to learn new systems (Box.com, Monday.com, virtual data room software)
Experience working with high-level, busy professionals in a demanding environment
Enjoy being part of a team
Must be highly flexible and confidential with all matters

Working Conditions:

Remote opportunity, with the ability and willingness to travel to Mercer offices and conferences up to 25% of working hours.

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.

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