Job Description

Associate Project Manager

Job Category: Technology

Requisition Number: ASSOC001472

Posting Details

  • Full-Time
  • LocationsRemote

Job Details


Mercer Advisors is a different kind of wealth management firm. We exist so that our clients don’t have to worry about money. Our firm was founded in 1985, on the belief that families at all wealth levels would benefit from a fully unified approach to managing their money – “A family office for your family.” We connect the dots of our clients’ financial lives by unifying planning, investing, taxes, estate, insurance, trust, and more. Today, we proudly serve over 25,000 families, across over 90 cities, with over $45 Billion in assets entrusted to our care. And we do this as an independent, national fiduciary – which means we are committed to always working in the clients’ best interest.

When you join our team, you will find that it is different from what you typically see in our industry. Our client-facing professionals of in-house experts are 50% women, as is our overall employee base. We bring together the best talent wherever they live –with no formal headquarters, and many flexible working arrangements – so we can assemble the best team.

Job Summary:

The Associate Project Manager will be responsible for scoping, documenting, planning, and driving success of projects spanning multiple departments and stakeholders. A successful PM will be able to build out task and resource structures while helping executive stakeholders visualize project workflows. This role needs a PM that can actively problem solve; manage multiple projects; and identify project risks. This role will have high visibility, so candidates should be able to communicate effectively with stakeholders at all levels, including executives. This role provides the critical interface between various business units including our client facing teams and is critical for enabling Mercer’s future growth. Candidates should possess strong business analysis skills as well as basic understanding of project management concepts and best practices.

This role is part of a relatively new ePMO with opportunities to meaningfully contribute to not only to the firm’s success, but to the processes and tools Mercer uses to accomplish projects. Someone looking to contribute at a high level and dedicated to self-improvement and career development will thrive in this role.

Essential Job Functions for the Associate Project Manager will include:

  • Develop project scoping and task lists that directly address the fundamental problem or opportunity that led to the project.
  • Drive results by creatively approaching problems, resolving blockers, and building teams across the organization.
  • Manage the coordination of internal resources and third-party vendors to ensure flawless execution of multiple projects.
  • Proactively build project teams and identify project risks.
  • Communicate status, risk, and opportunities to stakeholders at all levels, including executive level communications.
  • Own the daily and weekly status reporting of projects and dashboards.
  • Ability to ensure success and task completion with diverse project teams composed of both junior and senior members.
  • Other duties or tasks as assigned by management.

Required Knowledge, Skills and Abilities:

  • Have proven a 2+ year track record of project success as a PM.
  • Preferred experience in the financial services industry or at a top-tier consulting firm
  • Prior experience with implementing program governance and implementing change control to manage operational policies and monitoring the changes.
  • Should have hands-on knowledge of project management tools, such as, JIRA, and Trello.
  • Understanding of the different project methodologies: Agile Project Methodology, Six Sigma, or Software Development Life Cycle.
  • Project Management (PMP) Certification is a plus.
  • Excellent verbal, written, analytical, and organizational skills.
  • Proficiency with MS Word, Excel, PowerPoint and Outlook
  • Experience working with high-level, busy professionals.
  • Enjoy being part of a team.
  • Must be highly flexible and maintain confidentiality.