Mercer Advisors

• Drives business development through leading prospective client meetings, presentations, and thought leadership publications. • Identify planning gaps, articulating value, and supporting regional vice presidents in closing new client relationships. • Meeting internally with wealth advisors, financial planners, other wealth management, and members of the Wealth Solutions group to review and maintain estate • Reviewing and summarizing existing estate planning documents, and providing strategic recommendations to enhance the client’s overall planning structure • Answering general informational tax and estate planning questions from clients and advisor teams • Serving as an in-house resource in tax and estate planning to wealth management teams nationwide • Remaining current with related estate, trust, and tax legislation nationwide • Mentor and coach junior estate planning • Build and maintain strong referral networks with attorneys, CPAs, and centers of influence. • Other duties, as assigned.

• Mercer Advisors closes 15–18 acquisitions per year. • Every firm that joins is making one of the most significant decisions of their professional lives and the promise we make to them during the sales process is that joining Mercer will be better for their clients, their teams and the selling principals. • The Senior Director, New Partner Success will be instrumental in keeping that promise. • This 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, while simultaneously owning the business outcomes Mercer needs from every acquisition. • The Senior Director, New Partner Success is a value creation partner, responsible for knowing everything about their firms, driving measurable results, and intervening before problems become crises. • They carry a portfolio of 8–10 firms at various stages of integration and are accountable for the commercial, cultural, and operational success of every one of them.

Role Description The Retirement Plan Specialist provides support to Wealth Advisors, plan sponsors, administrators, and participants. The Retirement Plan Specialist reports to the Retirement Plan Manager and is responsible for supporting Wealth Advisors with plan design, preparing meeting materials, and serving as a liaison to plan providers. The Retirement Plan Specialist collaborates with plan providers, including recordkeepers, third-party administrators (TPAs), and custodians, to facilitate plan needs. Essential Job Functions for this role include: - Service Plan Execution: - Prepare Fiduciary Investment Reviews (FIRs) for meetings and delivery. - Prepare Fiduciary Plan (Design) Review for meetings and delivery. - Prepare Provider Review for meetings and delivery. - Advisor Support: - Plan design and proposal preparation. - Facilitate and navigate plan changes, including plan design, fund changes, etc. - Onboarding new clients – collaborate with sales team to ensure a seamless onboarding process. - Transitioning clients – collaborate with advisors to ensure a seamless transition process. - Client Support: - Answer inquiries regarding the plan from plan administrators/sponsors and participants. - Ensure strong client satisfaction and retention from plan administrators/sponsors. - Provider Collaboration: - Communicate with recordkeepers, Third-Party Administrators (TPAs), and custodians. Qualifications - Education: Bachelor’s degree or equivalent (preferably Business, Economics, Accounting or Finance related) - Experience: - Minimum 3 years of financial industry related experience - Experience with interacting with individuals at all income levels in a professional and confidential manner - Certifications: Notary designation a plus - Job Skills: - Self-motivated, well-organized individual with demonstrated ability to work independently and in a team environment to follow through on details to completion - Excellent verbal, written, analytical, and organization skills - Technical and analytical training and ability to multi-task and manage multiple projects at once - Ability to simplify complex issues and communicate them to advisors and clients clearly and concisely - Results-oriented individual with proven ability to thrive in a fast-paced environment - High attention to detail and the ability to see things through from concept to implementation - Proficiency with RPAG, Salesforce and MS Office Suite - Flexible, Reliable, Trustworthy, and Confidential with all matters 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 clients across multiple time zones. - All roles classified as 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. 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) 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

Develop financial strategies for affluent clients by analyzing their financial landscape and recommending tailored solutions. Build and maintain strong client relationships to ensure retention and satisfaction while adhering to compliance standards.

• 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 • Must have the ability to work both independently as well as within a team on multiple time-sensitive projects with a high degree of accuracy and attention to detail. • Lead presentations on various investment topics to Wealth Advisor teams. • Support new Portfolio Consultants with developing core competencies within investment platform. • Demonstrate a comprehensive understanding of capital markets and portfolio design & management. • Ability to effectively match Advisor implementation goals with available investment strategies. • Expertise in complex investment vehicles, models, and platform, including public and private markets. • Drafting, supporting, and auditing Envestnet proposals (and related software deliverables) for Wealth Management Teams. • Understanding of account configuration options including cash reserves, rebalancing frequency, and do-not-buy / do-not-sell restrictions • Comprehensive knowledge of short-term and long-term capital gains tax to help transition portfolios over desired time-horizons. • Strong grasp on overall process & workflow to help troubleshoot portfolio inquiries. • Collaborate with key central teams to coordinate process improvement. • Responsible for managing standardized workflows and investment processes • Manage portfolio implementations concurrently to meet or exceed Service Level Agreements • Audit implementations to ensure outcome is consistent with target portfolio objectives • Lead the training of new hires, ensuring the team is well-prepared to deliver exceptional investment management services.

• Communicate effectively to understand client objectives to execute desired outcomes. • Provide status updates on portfolio implementations proactively and timely. • Deliver an excellent experience to our Wealth Advisor Teams in developing and implementing investment strategies • Must have the ability to work both independently as well as within a team on multiple time-sensitive projects with a high degree of accuracy and attention to detail. • Working knowledge of capital markets and portfolio design. • Ability to effectively match Advisor implementation goals with available investment strategies. • Drafting, supporting, and auditing Envestnet proposals (and related software deliverables) for Wealth Management Teams. • Understanding of account configuration options including cash reserves, rebalancing frequency, and do-not-buy / do-not-sell restrictions • Working knowledge of short-term and long-term capital gains tax to help transition portfolios over desired time-horizons. • Responsible for executing standardized workflows and investment processes • Manage portfolio implementations concurrently to meet or exceed Service Level Agreements • Provide recommendations on process improvements to increase efficiency and enhance client experience • Collect and submit accurate portfolio level data for implementation and resolve issues quickly • Audit implementations to ensure outcome is consistent with target portfolio objectives • Support the training of new hires, ensuring the team is well-prepared to deliver exceptional investment management services.

• The M&A Integrations Engineer reports to the Senior Director, Infrastructure & Operations and partners closely with the Partner Integrations team and senior leadership. • This role leads infrastructure, SaaS, and on-premises integration and migration efforts in a fast-paced, collaborative environment. • The position requires frequent travel, decisive troubleshooting and decision-making, and clear communication at every level, including with firm principals who have little technical background. • Travel to acquired firm locations to assess infrastructure, conduct discovery, and drive integration activities in line with Mercer Advisors' cloud-only environment. • Lead decommissioning of on-premises equipment and migrate workloads, email, documents, and SaaS applications to Azure and Microsoft 365. • Serve as the day-to-day technical contact for the Partner Integration team, acquired firm staff, and senior leadership throughout each integration. • Deploy and support SaaS applications, Azure IaaS services, network infrastructure, video conferencing, and ISP connectivity at acquired locations. • Own DNS and domain migrations from planning through cutover. • Be the second-level escalation for the Service Desk and help the team get comfortable supporting newly integrated environments. • Write and maintain PowerShell scripts to automate repetitive tasks and keep configurations consistent across environments. • Maintain documentation around SOPs, project status, and work performed. • Priorities shift around firm close and migration dates; flexibility is required.

Role Description As a Senior Talent Acquisition Partner, you will advise and work directly with hiring managers to provide full life cycle recruiting. You will be responsible for driving internal talent acquisition strategies through utilizing best practice initiatives and tactics to source, identify, attract and hire talent into the organization. You’ll successfully navigate Mercer’s matrixed organization and will recruit for many departments in the organization, which include Client Development, Wealth Management, Wealth Solutions (Tax, Estate Planning), Technology, and other corporate functions. This role requires a high level of agility, attention to detail, and ability to prioritize and plan work well for execution. - Source, select, screen, interview and evaluate potential candidates for various career opportunities through full life-cycle recruitment. - Creatively source passive candidates while building a network of candidates for current and future opportunities through creative and strategic sourcing methods. - Collaborate with hiring managers to drive recruitment strategy through proactive communication and consultative approach. - Leverage recruiting knowledge, recruitment results, and competitive market intelligence to drive strategies and influence key internal stakeholders on recruitment activities and programs. - Collaborate with leaders of Talent Acquisition to drive Mercer Advisor’s talent strategy. - Provide exceptional customer care and experience to candidates and internal partners. - Collaborate with Vice President of Talent Acquisition to build and maintain temporary and contract agency negotiations, relationships, and scheduling when supplemental candidates are needed for recruitment success. - Actively involved in screening Agency referrals with the decision to not forward to hiring manager based on HR/Recruiting knowledge and success. - Write, place, and maintain compelling job postings to communicate our unique and engaging work culture. - Proactively work with Vice President of Talent Acquisition to provide timely updates on recruitment placements, barriers, and manager communications to mitigate recruiting barriers. - Maintain accurate and up-to-date recruitment and applicant files in the company’s applicant tracking system (Greenhouse). - Contribute to TA team with best practice recruitment and retention strategies to build a best-in-class employee workforce. - Coach and mentor team members to support the growth of the TA team. - Create and execute on TA priorities & projects (i.e., employee referral program). Qualifications - BA/BS highly preferred - 5+ years of fast-paced recruiting experience and successfully handling a variety of roles throughout the business; sourcing and networking skills required. - Prior experience in RIA industry or financial services is strongly preferred. - Prior experience with recruiting systems – Greenhouse experience is highly valued. - Ability to use good judgment, prioritize and plan work well, and execute deliberately. - Timely follow-through & follow-up required. - Must have the ability to maintain a strict level of confidentiality and required to exercise extreme discretion. - Ability to manage multiple tasks, show adaptability and meet deadlines while maintaining accuracy with a strong attention to detail. - Ability to handle sensitive and confidential issues objectively, along with a broad understanding of HR requirements. - Demonstrate exceptional verbal communication skills, including building rapport and conducting meaningful conversations both on the phone and in person. - Professional who exercises sound judgment and diplomacy. - Proven ability to operate both strategically and tactically in a high-energy, fast-paced environment; willingness to pitch in to help the team. 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) 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

• Work in close partnership with clients’ financial advisors to craft and deliver portfolio construction, asset location, vehicle selection, and other investment-related advice to a select group of assigned high net worth clients • Represent and provide expert insight into the firm’s investment philosophy, processes, and platform to local advisor teams and HNW clients • Provide thought leadership, portfolio construction, service, and analytical support to local advisor teams • Ensure timely completion of annual portfolio reviews (including Reg 9s, if applicable) by local advisor teams, in accordance with the firm’s compliance and investment department requirements. • Engagement in industry associations, events and research to stay on top of trends and developments • Some travel required to build and manage relationships with regional offices and/or key client relationships

• Develop and maintain unified financial planning processes that drives efficiency for client service teams dedicated to UHNW clients at Mercer Advisors. • Oversee the day-to-day activities, training and developing members of the centralized Financial Planning Group. • Collect, codify, and disseminate best practices related to financial planning production. • Develop and maintain “playbook” on development and delivery of financial plans to create maximum efficiency and ease of delivery for client service. • Proactively modify internal systems to support and enhance the financial planning experience. • Lead and mentor team of planners on delivering financial plans, including overseeing day-to-day tasks, training, time management, coaching, and mentoring. • Cultivate superior relationships with wealth management team members in support of the financial planning process specific to UHNW clients. • Develop and maintain training programs for wealth management teams on how to deliver financial planning, and tools to use for effective delivery. • Stay informed of evolving industry trends, regulations, and planning issues, and communicate relevant changes to the organization. • Create visibility for Mercer Advisors regarding financial planning by producing collateral, being a thought leader within the company as well as in the industry.