Job Description
Operations Director – Wealth Solutions
Job Category: Wealth Solutions
Requisition Number: OPERA001547
Full-Time
Remote
Job Details
Description
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:
We are looking for a cross-functional leader who is excited to work collaboratively and drive results across our Platform organization. The ideal candidate will be process driven, adept at managing projects to achieve key results, and able to execute on our one-team approach. They are excited to work in a fast paced, highly analytical and detail-oriented role.
Essential Job Functions for the Director of Operations:
In a category that is traditionally undifferentiated, and where customers are (rightly) cynical about the promises made by financial advisors – Mercer Advisors stands as a firm that is client-focused first, second, and always. We have built a highly differentiated client offering and business model and enjoy exceptional feedback from our clients and advisors. At the center of this is our Platform, which supports our Wealth Management organization (i.e. Advisors) and is tasked with delivering on our brand promise of delivering Family Office services to clients ranging from $300 thousand to $300 million.
The Director of Operations for the Platform will be responsible for:
- Supporting Management of the Platform: Supporting the platform leaders in a systematic, data driven way that enables our platform leaders to deliver on supporting our advisors and clients. This includes key projects such as supporting and driving target setting, capacity analysis, management reporting, communication to wealth management, human and financial capital allocation, project prioritization and coordination across the company.
- Integrated Operations: How we execute the day-to-day operations of our Platform teams from advisors to client service is critical to our success. This includes the support of streamlining existing business processes, new programs and initiatives in a coordinated way that leverages the platform to achieve key business results as measured by gross margin, gross new assets, revenue retention, net accumulation, client NPS, and advisor NPS.
- Change Management and Adoption by Advisor and Platform: Helping to drive adoption of key processes, and new initiatives that deliver on the advisor and client experience. One of our guiding principles is to be on the “leading edge and pioneers in our industry” this requires that wealth management teams have the tools, context and ability to adapt to a fast-changing industry. Our mission is to stay at the forefront of this change.
- Ensuring Delivery of a Consistent Advisor and Client Experience: Ensure that the “Mercer Way” is delivered across the platform. This ensures that the delivery on our brand promise is both consistent across the organization and creates leverage for advisor teams.
Qualifications:
- Bachelor’s degree in business, marketing, or a related field. MBA or relevant certifications a plus.
- Proven experience in wealth management operations, client experience, or a related role
- Strong project management and organizational skills.
- Ability to work in a fast-paced, collaborative environment.
- Analytical mindset with the ability to use data to drive decisions.
- Excellent communication and presentation skills.