• Develop and implement plan procedures • Conduct Eligibility Determination • Perform Contribution Calculations • Complete Compliance Testing • Prepare Form 5500 • Manage caseload of 50-75 clients • Manage client communication regarding plan operation • Maintain excellent client relationships by promptly responding to client requests • Performing other duties as assigned

Title: Licensing Specialist State Role Title: Prog Admin Specialist II Hiring Range: Up to $75,000 Pay Band: 5 Agency: Dept Behavioral Health/Develop Location: Central Office Agency Website: www.dbhds.virginia.gov Recruitment Type: General Public - G Job Duties The Virginia Department of Behavioral Health and Developmental Services (DBHDS) is seeking an experienced professional to serve as a Licensing Specialist in the Eastern Region (Region V). This position will provide regulatory technical assistance and conduct statute mandated inspections and investigations of licensed developmental disability, mental health and substance use disorder providers to ensure individuals receiving care and treatment are receiving services consistent with the Rules and Regulations For Licensing Providers by the Department of Behavioral Health and Developmental Services [12 VAC 35 – 105] and the Regulations for Children’s Residential Facilities [12VAC35-46]. The position will monitor provider compliance by reviewing complaints and reports of serious incidents and conducting inspections and investigations. Duties include issuing and modifying licenses and reviewing requests to modify services. Based on reviews, the Licensing Specialist will provide regulatory technical assistance to providers on how to comply with applicable regulations, as well as how to develop and implement systemic corrective actions for areas found not in compliance. Based on regulatory compliance, the LS will recommend licensing actions. This position is a field position requiring frequent daytime travel and infrequent overnight travel. It will be based in the Eastern part of Virginia (Virginia Beach, Norfolk, Chesapeake, Portsmouth, Hampton, Newport News, Western Tidewater, Eastern Shore & the Middle Peninsula) and is approved for 100% telework. However, staff must be available for onsite office meetings/special projects, as requested by OL, at the DBHDS Central Office located in Richmond, Virginia. It’s strongly suggested that applicants live within a 30-40 mile radius of the region, in order to meet the duties and demands of the position. A valid, unrestricted driver’s license and an acceptable driving record in accordance with the Commonwealth’s Driver Safety Program are required. Minimum Qualifications Understanding of clinical assessments and how they tie to service plan development and implementation. Experience working with individuals with substance use disorders, mental health diagnoses and/or developmental disabilities. Administrative, management and/or quality assurance experience with public and private service delivery systems. Experience in interpreting regulations and policies. Ability to develop professional relationships as a foundation for providing guidance and discussing potential concerns with providers, along with the ability to communicate verbally and in writing with internal and external stakeholders. Additional Considerations Regulatory experience. Special Instructions You will be provided a confirmation of receipt when your application and/or résumé is submitted successfully. Please refer to “Your Application” in your account to check the status of your application for this position. For consideration, interested applicants must apply by completing the online application and/or submit a resume. However, emailed, faxed, and hand-delivered applications and/or resumes will not be accepted. Applications must be submitted by 11:55 p.m., on the listed closing date. Reasonable accommodations are available to persons with disabilities during application and/or interview processes per the Americans with Disabilities Act. DBHDS welcomes all applicants authorized to work in the U.S. For more information on how to seek this authorization, please refer to Working in the United States or contact the U.S. Citizenship and Immigration Services office directly. For any technical assistance with the jobs.virginia.gov website, please contact applicantinquiry@dhrm.virginia.gov. Contact Information Name: ShaKiera Miles Phone: N/A Email: shakiera.miles@dbhds.virginia.gov - Inquiries Only/No Submissions, to include resumes. In support of the Commonwealth’s commitment to inclusion, we are encouraging individuals with disabilities to apply through the Commonwealth Alternative Hiring Process. To be considered for this opportunity, applicants will need to provide their AHP Letter (formerly COD) provided by the Department for Aging & Rehabilitative Services (DARS), or the Department for the Blind & Vision Impaired (DBVI). Service-Connected Veterans are encouraged to answer Veteran status questions and submit their disability documentation, if applicable, to DARS/DBVI to get their AHP Letter. Requesting an AHP Letter can be found at AHP Letter or by calling DARS at 800-552-5019. Note: Applicants who received a Certificate of Disability from DARS or DBVI dated between April 1, 2022- February 29, 2024, can still use that COD as applicable documentation for the Alternative Hiring Process.

Title: Licensing Specialist State Role Title: Prog Admin Specialist II Hiring Range: Up to $75,000 Pay Band: 5 Agency: Dept Behavioral Health/Develop Location: Central Office Agency Website: www.dbhds.virginia.gov Recruitment Type: General Public - G Job Duties The Virginia Department of Behavioral Health and Developmental Services (DBHDS) is seeking an experienced professional to serve as a Licensing Specialist in the Southwest Region (Region III) (Southwest Virginia Region including Roanoke, Danville, Martinsville, New River Vally, Galax, Hillsville, Smyth County, Abingdon, Bristol, Wise County, Tazewell, Dickenson County). This position will provide regulatory technical assistance and conduct statute mandated inspections and investigations of licensed developmental disability, mental health and substance use disorder providers to ensure individuals receiving care and treatment are receiving services consistent with the Rules and Regulations For Licensing Providers by the Department of Behavioral Health and Developmental Services [12 VAC 35 – 105] and the Regulations for Children’s Residential Facilities [12VAC35-46]. The position will monitor provider compliance by reviewing complaints and reports of serious incidents and conducting inspections and investigations. Duties include issuing and modifying licenses and reviewing requests to modify services. Based on reviews, the Licensing Specialist will provide regulatory technical assistance to providers on how to comply with applicable regulations, as well as how to develop and implement systemic corrective actions for areas found not in compliance. Based on regulatory compliance, the LS will recommend licensing actions. This position is a field position requiring frequent daytime travel and infrequent overnight travel. It will be based in the Southwest Region (Region III) (Southwest Virginia Region including Roanoke, Danville, Martinsville, New River Vally, Galax, Hillsville, Smyth County, Abingdon, Bristol, Wise County, Tazewell, Dickenson County) and is approved for 100% telework. However, staff must be available for onsite office meetings/special projects, as requested by OL, at the DBHDS Central Office located in Richmond, Virginia. It’s strongly suggested that applicants live within a 30-40 mile radius of the region, in order to meet the duties and demands of the position. A valid, unrestricted driver’s license and an acceptable driving record in accordance with the Commonwealth’s Driver Safety Program are required. Minimum Qualifications Understanding of clinical assessments and how they tie to service plan development and implementation. Experience working with individuals with substance use disorders, mental health diagnoses and/or developmental disabilities. Administrative, management and/or quality assurance experience with public and private service delivery systems. Experience in interpreting regulations and policies. Ability to develop professional relationships as a foundation for providing guidance and discussing potential concerns with providers, along with the ability to communicate verbally and in writing with internal and external stakeholders. Additional Considerations Regulatory experience. Special Instructions You will be provided a confirmation of receipt when your application and/or résumé is submitted successfully. Please refer to “Your Application” in your account to check the status of your application for this position. For consideration, interested applicants must apply by completing the online application and/or submit a resume. However, emailed, faxed, and hand-delivered applications and/or resumes will not be accepted. Applications must be submitted by 11:55 p.m., on the listed closing date. Reasonable accommodations are available to persons with disabilities during application and/or interview processes per the Americans with Disabilities Act. DBHDS welcomes all applicants authorized to work in the U.S. For more information on how to seek this authorization, please refer to Working in the United States or contact the U.S. Citizenship and Immigration Services office directly. For any technical assistance with the jobs.virginia.gov website, please contact applicantinquiry@dhrm.virginia.gov. Contact Information Name: ShaKiera Miles Phone: N/A Email: shakiera.miles@dbhds.virginia.gov - Inquiries Only/No Submissions, to include resumes. In support of the Commonwealth’s commitment to inclusion, we are encouraging individuals with disabilities to apply through the Commonwealth Alternative Hiring Process. To be considered for this opportunity, applicants will need to provide their AHP Letter (formerly COD) provided by the Department for Aging & Rehabilitative Services (DARS), or the Department for the Blind & Vision Impaired (DBVI). Service-Connected Veterans are encouraged to answer Veteran status questions and submit their disability documentation, if applicable, to DARS/DBVI to get their AHP Letter. Requesting an AHP Letter can be found at AHP Letter or by calling DARS at 800-552-5019. Note: Applicants who received a Certificate of Disability from DARS or DBVI dated between April 1, 2022- February 29, 2024, can still use that COD as applicable documentation for the Alternative Hiring Process.

• Handling regulatory and compliance issues in conformity with Mercer’s practices and requirements and with precision, expertise, integrity, and professional insight. • Assist with the due diligence, on-boarding, and integration of newly acquired firms. • Manage registrations and filings for newly onboarded entities including U-4, ADV Part 1, ADV Part 2A and ADV Part 2B. • Own the process of preparing a detailed analysis of the compliance program of the acquired firms as compared to Mercer Advisors to determine differences and develop action plans to ensure identified issues are resolved. • Work with the M&A team on completing required integration tasks. • Proactively work with the business to ensure acquired businesses are integrated successfully to Mercer Advisors. • Assist with identifying, analyzing and developing action plans and tracking for acquired firm current compliance procedures and applicable regulatory changes. • Ability to identify issues, determine root cause and recommend remedial actions • Assist with development of policies and procedures to address gaps from acquisitions operating off-platform due to integration process. • Work with acquired firms to monitor and test key areas of compliance until full integration is achieved. • Keep current on recent compliance and regulatory issues, trends and upcoming developments. • Assist with making regulatory filings with the SEC, FINRA and other regulatory authorities for acquired firms. • Other compliance functions as assigned by the M&A Compliance Director or CCO.