Client Onboarding Manager Jobs

We are looking for a Manager to join our growing Private Client Tax team , where a significant part of the role will involve advising on trusts, estates and their beneficiaries. You will play a key role in managing and overseeing the delivery of the trust and estates private…

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 client

Relationship Manager (Scottsdale, AZ) at Mercer Advisors in Scottsdale. $53.9K – $63.4K/yr.

Relationship Manager (Houston, TX) at Mercer Advisors in Houston. $63.8K – $75K/yr.

Relationship Manager (Santa Barbara, CA) at Mercer Advisors in Santa Barbara. $72K – $85K/yr.

Service Operations Associate (Portsmouth, NH) at Mercer Advisors in Portsmouth, New Hampshire, United States.

Service Operations Associate (Sorrento Valley, CA) at Mercer Advisors in Sorrento Valley.

Location: Remote with Business travel. Note: Candidates in metro areas such as Atlanta GA, Chicago IL, Dallas TX, and Los Angeles CA are highly preferred. In addition to your base salary, you'll be eligible for a competitive commission plan designed to reward strong performance…

Location: New York, NY (hybrid in office/remote) In addition to your base salary, you'll be eligible for a competitive commission plan designed to reward strong performance and successful new-business development. Position Summary SPS is seeking an accomplished Vice President of…

Job Title: Customer Success Manager Reports To: SVP, Strategic Accounts Job Overview: The Customer Success Manager is responsible for managing, retaining, and growing relationships across a portfolio of existing B2B clients. This role focuses on customer satisfaction, renewals,…

Relationship Manager (Naples, FL) at Mercer Advisors in Naples, FL 34109-2006, United States. $63.8K – $75K/yr.

Service Operations Associate (Allentown, PA) at Mercer Advisors in Allentown.

Vice President of Business Development Location: New York City / New York Tri-State Area Employment Type: Full-Time Work setup: Hybrid (in office/remote) with occasional business travel. Uncapped Sales Commission Opportunity Are you motivated by the opportunity to directly…

Service Operations Associate (Westport, CT) at Mercer Advisors in Westport.

Location: Remote with travel. Must be located for remote work within the Southeast states of the U.S. Reports To: Senior Vice President of Market Development or equivalent leadership Travel: Approximately 20–25% Uncapped Earning Potential If you're motivated by uncapped earning…