Mercer Advisors

Title: Annuity Solutions Director (Hybrid - United States) Location: Denver (HQ) Job Description: 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: The Annuity Solutions Director is responsible for leading the firm's annuity business strategy, product management, advisor experience, and partner relationships across the full spectrum of annuity solutions, including Advisory Annuities, Variable Annuities, Fixed Annuities, Fixed Indexed Annuities, and Registered Index-Linked Annuities (RILAs). This role serves as the business owner for the annuity platform and is accountable for driving growth, advisor adoption, product competitiveness, operational efficiency, and client outcomes. The director will establish and execute the strategic vision for annuity solutions, ensuring advisors have access to a best-in-class experience from product selection and due diligence through implementation, servicing, and ongoing client management. The director will partner closely with Wealth Advisors, Financial Planning, Operations, Compliance, Technology, and Investments to develop and maintain a comprehensive annuity offering that aligns with the firm's retirement income philosophy and client needs. This role will also serve as the primary relationship director with annuity carriers, distribution partners, and key internal stakeholders, including the Investment Committee. The ideal candidate will have deep expertise in annuity and retirement income solutions, experience working within a fiduciary wealth management environment, and a demonstrated ability to lead cross-functional initiatives and influence senior stakeholders. KPIs for this role include: - Annuity assets and revenue growth - Advisor adoption and utilization of annuity solutions - Advisor satisfaction and experience metrics - Product shelf competitiveness and diversification - Retirement income planning solution adoption - Annuity case conversion and placement rates - Operational efficiency and service-level metrics The Insurance Solutions team provides expertise and support across a broad range of insurance and retirement income solutions, helping advisors deliver comprehensive planning strategies that improve client outcomes. Essential Job Functions for this role include: - Developing and executing the firm's annuity strategy across Advisory, Variable, Fixed, Fixed Indexed, and Registered Index-Linked Annuity products. - Serving as product owner for all annuity solutions and maintaining responsibility for product strategy, positioning, and lifecycle management. - Defining and continuously enhancing the advisor experience across all annuity-related workflows, including recommendation, implementation, servicing, and ongoing management. - Leading annuity product due diligence, carrier evaluations, product selection, and product shelf management. - Serving as the primary liaison to the Investment Committee for annuity-related product reviews, approvals, and ongoing monitoring. - Building and maintaining strategic relationships with insurance carriers, distribution partners, custodians, technology providers, and other key external stakeholders. - Collaborating with advisors, planners, operations, compliance, investments, and technology teams to integrate annuity solutions into the broader wealth management experience. - Monitoring industry trends, competitive developments, regulatory changes, and emerging retirement income solutions to inform product strategy and business decisions. - Developing advisor-facing guidance, educational content, and best practices that increase advisor confidence and drive adoption of annuity solutions. - Establishing governance standards and monitoring product performance to ensure offerings remain aligned with firm objectives and client needs. - Identifying opportunities to streamline processes, improve operational efficiency, and create scalable solutions that enhance advisor and client experiences. - Gathering and incorporating advisor feedback to continuously improve annuity products, processes, and support models. - Supporting strategic initiatives within the Insurance Solutions organization and across the broader Wealth Management business. - Assisting with onboarding and educating advisors and internal partners on annuity solutions and retirement income strategies. - Performing other duties as assigned. Knowledge, Skills, and Abilities: - Bachelor's degree required. - 10+ years of experience in annuities, retirement income solutions, wealth management, asset management, insurance product management, or related fields. - Deep knowledge of Variable Annuities, Fixed Annuities, Fixed Indexed Annuities, Advisory Annuities, and Registered Index-Linked Annuities. - Strong understanding of retirement income planning, investment management, and fiduciary wealth management principles. - Experience leading product strategy, product management, due diligence, and governance processes. - Demonstrated success managing relationships with insurance carriers, distribution organizations, and executive-level stakeholders. - Strong business acumen with the ability to identify growth opportunities and execute strategic initiatives. - Outstanding written, verbal, presentation, and interpersonal communication skills. - Excellent organizational and project management skills with strong attention to detail and follow-through. - Ability to translate complex product and investment concepts into practical advisor and client solutions. - Proven ability to work effectively across multiple business functions and influence stakeholders without direct authority. - Proficiency with Microsoft Office applications, including Word, Excel, PowerPoint, and Outlook. - Client-focused mindset with a passion for improving advisor and client outcomes. - Collaborative, team-oriented approach and ability to thrive in a fast-paced environment. - Insurance and Series 7/6 FINRA licensing required. 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 8/15/2026. 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. Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors’ incentive compensation programs. Base Pay Range $136,000 - $160,000 USD 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. 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.

• As a Senior Salesforce Developer/Engineer at Mercer Advisors, you will play a pivotal role in optimizing and expanding our Salesforce ecosystem. • This role demands advanced technical expertise to design, develop, and implement customized Salesforce solutions that drive operational efficiency and business growth. • You will work closely with cross-functional teams to translate business needs into actionable technical requirements, ensuring seamless integration and enhancement of our Salesforce environment. • You will also leverage AI and machine learning capabilities within the Salesforce platform—including Salesforce Einstein and Agentforce—to deliver intelligent, data-driven solutions that enhance client engagement and advisor productivity.

• Mercer Advisors closes 15–18 acquisitions per year. • Director, New Partner Success will be instrumental in keeping that promise. • Role is the single point of contact for new partners. • A senior, relationship-driven, commercially minded role for someone who can walk into a room of experienced financial advisors, earn their trust quickly, and guide them through the most complex organizational transition of their careers. • Owning the business outcomes Mercer needs from every acquisition. • Responsible for knowing everything about their firms, driving measurable results, and intervening before problems become crises. • Carrying a portfolio of 8–10 firms at various stages of integration and accountable for the commercial, cultural, and operational success of every one of them.

• Develop and execute Mercer Advisors' tax-to-wealth growth strategy. • Establish penetration, conversion, revenue, and AUM goals. • Build scalable playbooks and operating models across tax practices. • Identify opportunities to deepen client relationships and accelerate growth. • Partner with Client Development, M&A, market leadership, and tax leaders to activate newly acquired tax firms. • Create onboarding and engagement plans that connect tax professionals to Mercer resources and capabilities. • Accelerate adoption of Mercer planning, advisory, and wealth management solutions within acquired firms. • Develop processes to identify high-potential opportunities within tax client populations. • Partner with Client Development leadership to establish tax-specific opportunity management, pipeline reporting, forecasting, and conversion disciplines that support Regional Vice Presidents (RVPs). • Monitor pipeline health and revenue outcomes across tax-to-wealth initiatives, recommending actions and operational improvements to Client Development and market leaders. • Own marketing strategies designed to expand tax-only client relationships. • Partner with Marketing, Wealth Solutions, and Tax leadership to develop content, campaigns, and client education programs. • Drive email, webinar, direct outreach, and nurture strategies that increase awareness of Mercer Advisors' comprehensive offering. • Create and maintain referral, introduction, and client engagement frameworks. • Own program governance, performance measurement, and executive reporting.

• Define and own the product vision and multi-year roadmap for the Regis platform to balance near-term priorities with long-term transformational goals • Translate business strategy, client needs, and advisor feedback into a cohesive, prioritized product direction • Develop a deep, first-hand understanding of workflows across advisors, clients, and operational teams through direct engagement • Synthesize diverse and sometimes conflicting inputs into clear problem statements and high-impact opportunities • Identify root causes of friction and design scalable, integrated workflows that improve client and advisor experience • Bring structure to an evolving environment, shifting from reactive development to intentional product design • Translate Regis Ultra High Net Worth and Family Office business needs into clear product requirements, user stories, and process flows • Lead product discovery and solution design to ensure the right problems are being solved • Partner with engineering and architecture teams to design solutions that are scalable, maintainable, and aligned to long-term platform goals • Ensure consistency and integration across a multi-system platform ecosystem • Own Regis platform adoption to drive utilization of new process flows, measure advisor and client engagement with platform capabilities, and provide hands-on enablement support to ensure use as designed • Define and manage a prioritized product roadmap, balancing business impact, user needs, technical constraints, and dependencies • Align roadmap decisions with strategic objectives while operating within budget and resource constraints • Partner with internal technology team and external partners to translate priorities into execution plans • Remain actively engaged through delivery to ensure outcomes align with product intent and business objectives • Serve as the central point of alignment across Product, Technology, Operations, Investments, Compliance, and external partners • Facilitate decision-making across competing priorities, trade-offs, and sequencing considerations • Influence stakeholders at all levels without direct authority and lead cross-functional initiatives • Oversee the evolution of a multi-system platform ecosystem, ensuring it remains integrated, scalable, and aligned to long-term needs

• Serve as the primary analytics partner for Community Marketing and Client Development. • Help define the analytics roadmap and key measurement priorities for Community programs. • Partner with Community Marketing leadership to prioritize opportunities based on business impact. • Develop hypotheses, business cases, and recommendations that inform strategic decisions. • Lead analyses across advisor referrals, client referrals, COI programs, events, specialty initiatives, advisor-sourced opportunities, and emerging Community programs. • Diagnose performance trends and identify root causes of business challenges and opportunities. • Conduct market-level, advisor-level, and program-level analyses to uncover growth opportunities and performance gaps. • Evaluate lead quality, conversion performance, pipeline contribution, and program ROI. • Translate complex findings into clear, actionable recommendations that influence decision-making. • Own the development, maintenance, and ongoing enhancement of Community Power BI dashboards, executive scorecards, reporting packages, and self-service reporting tools. • Develop scalable reporting solutions that reduce manual effort and increase visibility into Community performance. • Partner with Business Intelligence, Salesforce, and Operations teams to improve data quality, reporting automation, and measurement capabilities. • Identify gaps in tracking, attribution, reporting logic, and operational processes. • Help standardize KPIs, reporting definitions, and performance methodologies across Community programs. • Leverage AI-enabled tools, including Claude, to accelerate analysis, reporting, insight generation, and workflow automation. • Own recurring business reviews, executive scorecards, performance updates, and operating cadences for Community Marketing. • Drive the weekly Community Program Office (PO) process, including agenda development, initiative tracking, status reporting, action item management, and follow-up. • Provide executive leadership with clear visibility into program performance, priorities, blockers, risks, dependencies, and areas requiring support or intervention. • Support quarterly business reviews, annual planning, and strategic planning efforts through reporting, analysis, and recommendations. • Develop forecasts for leads, SQLs, opportunities, pipeline, and revenue. • Establish success metrics and measurement frameworks for Community programs and new initiatives. • Monitor performance, identify optimization opportunities, and partner with program owners to drive improvements. • Support annual planning, goal setting, and performance tracking activities. • Build strong partnerships across Community Marketing, Client Development, Revenue Partner leadership, Salesforce, Operations, and Business Intelligence. • Act as a trusted advisor to Community program owners and leadership teams. • Drive a culture of accountability, measurement, and continuous improvement through data-driven decision making.

Role Description The Portfolio Consultant III will drive investment management services for Wealth Advisors. The role serves as a main point of contact for Wealth Management for investment and portfolio management. Primary responsibilities include: - Meeting with Advisors to consult on portfolio strategy and objectives. - Ensuring accurate completion of investment implementations. - Supporting newly acquired firms assimilating to our investment platform and models. - Developing investment deliverables for prospective clients. - Collaborating closely with Wealth Advisors, Operations, Portfolio Management, Compliance, and Trading departments. This role provides excellent opportunity for career acceleration and advancement to many areas within the company including Portfolio Management, Investment Operations, and Wealth Management. Essential Job Functions - Concierge Level Service & Communication: - Communicate investment philosophy and available investment strategies clearly and effectively. - Provide status updates on portfolio implementations proactively and timely. - Deliver an excellent experience to our Wealth Advisor Teams in developing and implementing investment strategies. - Work both independently and within a team on multiple time-sensitive projects with high accuracy and attention to detail. - Lead presentations on various investment topics to Wealth Advisor teams. - Knowledge of Investment Management: - Support new Portfolio Consultants with developing core competencies within the investment platform. - Demonstrate a comprehensive understanding of capital markets and portfolio design & management. - Effectively match Advisor implementation goals with available investment strategies. - Expertise in complex investment vehicles, models, and platforms, including public and private markets. - Draft, support, and audit analytics, proposals, and deliverables for Wealth Management Teams. - Manage Efficient Process & Workflows: - Strong grasp on overall process & workflow to help troubleshoot portfolio inquiries. - Collaborate with key central teams to coordinate process improvement. - Manage standardized workflows and investment processes. - Manage portfolio implementations concurrently to meet or exceed Service Level Agreements. - Audit implementations to ensure outcomes are consistent with target portfolio objectives. - Lead the training of new hires, ensuring the team is well-prepared to deliver exceptional investment management services. Qualifications - Bachelor's degree from an accredited institution preferred (preferably Business, Economics, Psychology, or Finance related). - CFP® and/or Series 65 required. - CFA or advanced degree preferred. - Minimum 3 years of financial industry related experience. - Working knowledge of Orion and Morningstar preferred. - Advanced knowledge of MS Excel preferred, including advanced data analytics. - Strong problem-solving experience and skills. - Excellent analytical and organizational skills. - Strong communication skills, both written and verbal, and a highly collaborative approach. - Organized and detail-oriented. - Ability to manage and prioritize multiple tasks. Requirements - 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. Working Conditions - This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. - Basic technology needs will be provided to satisfy position requirements. - Routinely sitting and standing for periods of time. - No heavy lifting over 10 lbs. - Travel assumed up to 10% of the time. Benefits - 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). - Adoption Assistance Reimbursement Program. - Company Paid Concierge Services for you and your loved ones. - 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.

• Assisting with leading administrative tasks related to Trust Services including maintaining client documents and assisting staff with workflow. • Working closely with leadership to ensure timely correspondence with internal teams and clients. • Liaison between the WMT and any Corporate Trustee business partner by providing advanced knowledge of best practice operations. • Working collaboratively to document key processes. • Assisting with client tax reporting working with Corporate Trustee tax reporting vendor with coordinating tracking and delivery of all tax documents • Serving as quality control point to ensure that all calls, transactions, maintenance changes, policy and procedures for customer requests have been adhered to in accordance with compliance requirements and Trust Operations Internal Guidelines • Reviewing and maintaining unique asset pricing. • Establishing and maintaining internal procedures and service standards related to Trust Operations identifying and implementing the most efficient workflow • Cross training to serve as back-up to other team members • Other duties as assigned by management

• Act as a strategic thought partner to the Chief Commercial Officer, Vice President of Content, and other executives, contributing to long-term planning, process innovation, and cross-functional alignment. • Oversee venue sourcing, vendor negotiations, contract execution, and event logistics including catering, AV, transportation, and setup/teardown either on your own or in partnership with our third party event management company. • Partner with the marketing team to ensure seamless execution of invitations, presentations, signage, and branded collateral. • Help manage on-site operations, including setup, troubleshooting, and post-event wrap-up. • Own post-event analytics, including survey feedback, and budget reconciliation. • Own and manage event budgets. • Maintain and expand vendor relationships, including a centralized database of preferred venues and suppliers. • Anticipate needs, proactively resolve challenges, and ensure frictionless execution.

• Own the Advisor Experience roadmap from discovery through delivery, across NPS, advisor practice management, advisor transitions, and Aspen AI • Build the Aspen and client portal integrations behind NPS reimagined, so advisors can receive and action client feedback in real time • Deliver the capacity and practice management tools that give leaders real-time visibility into advisor capacity for growth, and map advisor expertise to client needs • Make decisions on scope, sequencing, and tradeoffs with clarity and speed • Build the at-risk advisor identification and transition tools that keep clients with us when an advisor leaves or retires, planned or unplanned • Deliver advisor playbooks that reduce the risk of departures and client loss • Make NLC events logged, visible, and acted on consistently inside Aspen, so we learn from them and reduce how often they happen • Own Aspen AI for the advisor experience: meeting prep, transcription, and follow-up that give advisors time back • Use data and machine learning to surface the right next step for each advisor • Use AI to make you and the teams building with you faster and sharper • Set the priorities and requirements that our development partners and other pods build against • Work day to day with engineering, design, and data across those partners and pods to keep delivery on track • Partner with Business Intelligence on the dashboards behind client health, NPS, and transition tracking • Own the relationship with our external development partners • Build the product that moves the Client Excellence KPIs: Net Revenue Retention, Client NPS, Client health score, Advisor retention, Transition success, and NLC Rate • Partner with Wealth Operations & Experience, who owns these outcomes, to turn product into results • Keep improving based on pilot feedback and real usage