Why Work at Mercer Advisors? For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.* Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible. Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country. * 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 Client Development Associate works in partnership with the Regional Vice President and Wealth Management Team to ensure new clients have the best client experience during the initial New Client On-Boarding process. The Client Development Associate also works as a partner to the Regional Vice Presidents (RVPs), with various responsibilities in Mercer Advisors’ sales efforts, including strengthening relationships with channel partners, identifying opportunities, and helping to drive leads to close. Essential Job Functions for the Client Development Associate will include: - Onboarding new clients to Mercer Advisors efficiently and professionally to ensure better client retention. - Ensuring follow-up and seamless handoffs from RVPs to Wealth Management Teams creating a solid onboarding experience - Driving sales momentum by proactively initiating and following up on opportunities with channel partners to drive business results and engage in proactive conversations. - Participating in prospect meetings, managing follow-up with prospects - Playing an integral role in closing of prospects using exceptional client service skills - Managing prospecting activity process including Client Questionnaire (CQ’s) and communications with Financial Consultants - Traveling to branch offices and events to proactively build and maintain ongoing engagement with channel partner branches as well as to support the RVPs with prospecting and meeting activities - Building and maintaining a strong network by proactively managing ongoing engagement with channel partner branches and prospects - Working closely with RVPs on various projects including coordinating events, reviewing financial data, and preparing reports - Fostering positive relationships with internal and external business partners as an ambassador of Mercer Advisors - Ensuring adherence to company standards - Other duties as needed Required Knowledge, Skills and Abilities: - Bachelor’s degree preferred - Prior financial services or related administrative support experience - Sales experience highly preferred. - Series 65 or combination of Series 7 and 66 license preferred; will be required to obtain the Series within first 6 months of employment - Understanding of the financial services industry - Strong analytical, organizational and presentation skills - Exceptional verbal and written communication skills - Experience working with high-level, busy professionals - Must work well in a team environment and present a positive and professional demeanor - Self-starter, active contributor and ability to listen to and deliver on client’s needs and expectations - Must be highly flexible and confidential with all matters - Ability to occasionally travel (to both channel partner offices and prospects’ locations) Working Conditions: Daytime hours, standing, sitting, regular travel, indoors and outdoors, will be assigned to a workstation, no heavy lifting over 20 lbs. The Client Development Associate job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. 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 $68,000—$80,000 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 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. If you need an accommodation during the application or hiring process, please email PeopleTeam@merceradvisors.com. This inbox is for accommodation requests only. 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

Build something people love Wealthsimple's mission is to help everyone achieve financial freedom – by making financial services simple, transparent, and low-cost. We're Canada's largest fintech, trusted by over 3 million clients with more than $100 billion in assets. We move fast, we own our work, and we care deeply about the people using our products. If that sounds like you, keep reading. We're proud of what we've built — and we're just getting started. Read our Culture Manual and learn more about how we work. Our Client Operations team doesn’t just answer tickets; we solve financial puzzles by translating complex concepts into human solutions. We hire throughout the year and offer monthly start dates to support our continuous growth. We are currently looking for people available to join us on April 27th! Both English and Bilingual (French/English) This is a great opportunity to join a winning team that is looking for rockstars in the Customer Service domain! Your Daily Impact - The Voice of Wealthsimple: You aren’t just a support agent; you are an advocate for our clients’ financial interests. You will explain investment, trading, and personal finance concepts in a simple, accessible way. - Strategic Problem Solving: You take ownership of the client journey, whether it’s facilitating a complex institutional transfer or navigating back-office operations. You ensure our clients hit their goals, like meeting a promotion deadline. - "Maker-Owner" Mindset: You’ll work closely with every department, from Product to Operations, learning the intricacies of our financial tools and improving them through direct client engagement. - Expertise at Scale: Establish yourself as a fintech expert, mastering multiple applications and platforms simultaneously to provide creative solutions. Your Profile - Proven Customer Service Experience: 1–2 years of experience in a fast-paced, high-volume environment (Retail, Hospitality, Banking, or Tech Support). - Financial Curiosity: A genuine interest in the stock market and personal finance. If you already know your way around an RRSP or a TFSA, you’re ahead of the game. - Tech Agility: Comfortable navigating multiple browser tabs, using Slack for internal comms, and utilizing keyboard shortcuts for maximum efficiency. - Resilience & Adaptability: You embrace a growth mindset and are comfortable with a rotating shift schedule. Requirements - Communication: Exceptional written and verbal communication skills in English OR Bilingual (English and French) - Availability: Available for full-time 8-hour shifts (including weekends and holidays) between 8:00 AM and 8:30 PM. - Status: This is a full-time, fixed-term contract position. Why Wealthsimple? 🌸 Top-tier health benefits and life insurance 📈 Long-term group savings with employer match, through Wealthsimple for Business 🌴 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year ✈️ 90 days away: work outside Canada for up to 90 days per year 👥 Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS 🌎 We are a hybrid team with over 1,500 employees across North America. The people are one of the best parts of working here: you'll collaborate with incredibly talented, curious, and driven teammates who are deeply committed to doing great work. ICYMI Technology & Innovation at Wealthsimple: We move quickly and build thoughtfully. That means we're always looking for better ways to work — whether that's new tools, AI, or rethinking how we approach a problem. We don't expect you to have all the answers, but we do expect curiosity and a willingness to evolve alongside the products we're building. Inclusion Statement: We're building products for a diverse world, and we need a diverse team to do it well. We strongly encourage applications from everyone, regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status. Accessibility Statement: We're committed to an accessible hiring experience. If you need any accommodations throughout the interview process, please let us know — we'll work with you to make sure you have what you need. We also welcome any feedback on how we can better accommodate candidates with accessibility needs. AI in Hiring: We may use artificial intelligence (AI) tools to support parts of our hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our team but don't replace human judgment – all final hiring decisions are made by people. If you have questions about how your data is used, reach out to us.

Are you someone who naturally operates with precision, professionalism, and a high standard of excellence? We are seeking refined, detail-driven individuals to support a high-touch client experience by managing logistics, coordinating schedules, and ensuring every detail is executed flawlessly. This fully remote opportunity is ideal for those who take pride in delivering seamless, elevated service while working independently. No prior experience is required; however, a strong sense of organization, discretion, and client care is essential. Comprehensive training and ongoing support are provided.  The Role As a Client Experience Coordinator, you will play a key role in ensuring every client interaction is smooth, polished, and thoughtfully managed from beginning to end. Key Responsibilities: - Provide attentive, personalized communication tailored to each client - Oversee scheduling, confirmations, and detailed coordination with accuracy - Anticipate client needs and proactively ensure all elements are in place - Maintain clear, timely updates throughout the entire process - Deliver a seamless, high-standard experience from initial planning to completion What Sets You Apart - Exceptional attention to detail and organizational ability - Strong, polished communication skills - Ability to manage responsibilities independently with professionalism - Tech-savvy and comfortable navigating digital tools and systems - A proactive mindset with a solutions-oriented approach - A natural ability to create a calm, seamless experience for others Why This Opportunity Is Different - Fully remote with flexible scheduling - Designed for autonomy and work-life balance - Structured onboarding with continued mentorship - A collaborative, supportive team environment - Performance-based growth opportunities within a premium service space Ideal Candidate Profile This role is especially well-suited for individuals who appreciate flexibility without compromising professionalism, including: - Stay-at-home parents seeking a polished, remote career path - Military spouses - Professionals transitioning into a more flexible, client-focused role - Individuals who value organization, discretion, and elevated service Location Requirement Applicants must be authorized to work in: United States, United Kingdom, Mexico, Spain, Australia, or LATAM regions Apply If you are highly organized, dependable, and take pride in delivering a refined, seamless experience, we invite you to apply.

ABOUT THE ROLE The Partner GTM Lead plays a critical role in ensuring that Algorand Foundation’s strategic partnerships deliver maximum ecosystem impact after signing. This role begins at the moment a commercial or technical partnership is executed and extends through the entire lifecycle of activation, co-marketing, integration delivery, and ongoing engagement. The Partner GTM Lead acts as the primary point of contact for partners within Algorand ensuring they are supported, aligned, and positioned for success in driving adoption of Algorand’s technology across their user base. The role requires a proactive, organized, and relationship-oriented operator who thrives on collaboration and is passionate about building lasting partnerships that drive real ecosystem outcomes. This position reports directly to the Head of Business Development and will work cross-functionally with ecosystem growth, developer relations, marketing, and technical teams to deliver an exceptional partner experience. CORE RESPONSIBILITIES 1. Deal execution and Partner Activation (50%) - Lead execution of signed partnerships, taking the deal from concept to launch - Run a process for each signed deal to ensure integrations are delivered on time, in scope, and aligned with the original agreement, working closely with external partners and internal stakeholders to deliver against project milestones - Lead and plan go-to-market and launch initiatives with partners, including joint announcements, co-marketing campaigns, podcasts, events, and ecosystem activations - Work closely with marketing and communications teams to ensure consistent messaging and timely execution of partnership deliverables. - Facilitate introductions between partners and the broader Algorand community to maximize visibility and adoption opportunities. 2. Partner Relationship Management (25%) - Serve as the main point of contact for partners, ensuring regular, structured communication and a high level of responsiveness. - Conduct ongoing partner check-ins and quarterly business reviews to assess performance, share ecosystem updates, and align on new opportunities. - Act as a liaison between partners and internal teams to resolve issues, surface insights, and identify collaboration opportunities. - Represent Algorand professionally in all partner interactions, maintaining trust and credibility with external stakeholders. - Partner closely with the Head of Startup & Ecosystem Success to include partners in hackathons, accelerators etc. as necessary and appropriate - Identify ways to embed Algorand more deeply into partners’ products and ecosystems through new use cases or campaigns. 3. New Partner Development (25%) - Identify and source new partnership opportunities aligned with Algorand’s strategic focus areas, such as payments, RWAs, and interoperability. - Develop and build a qualified pipeline of potential partners that can drive adoption or complement existing integrations. - Leverage relationships with existing partners and the broader ecosystem to uncover secondary opportunities and strategic introductions. - Support the refinement of Algorand’s strategy by surfacing trends, partner feedback, and ecosystem insights from the field - Any other project or task as assigned KEY REQUIREMENTS - Strong relationship management and communication skills credible and empathetic with both technical and commercial stakeholders. - Proven experience managing complex, multi-stakeholder partnerships in the blockchain, fintech, or technology sectors. - Highly organized, capable of managing multiple concurrent projects and deadlines with minimal oversight. - Excellent cross-functional collaborator, comfortable coordinating across marketing, product, and technical functions. - Demonstrated ability to translate partnership goals into actionable plans and measurable outcomes. - Proactive, dependable, and comfortable in a fast-paced, decentralized environment. - Familiarity with blockchain, fintech, or Web3 ecosystems preferred SUCCESS METRICS / KPIs - Partner activation milestones met on time and within scope - Number and impact of joint go-to-market activities (announcements, campaigns, events). - Partner satisfaction and engagement (qualitative feedback and retention). - Integration delivery metrics (e.g., time to go-live, partner enablement completion). - Internal cross-functional alignment and partner visibility within Algorand teams. - Contribution to ecosystem adoption and awareness initiatives. PERKS AND BENEFITS You will work with a team of talented and fun-loving trailblazers across the world who are building an equitable and borderless economy together. In addition, you will get: - Competitive remuneration - Excellent retention program - Diverse, open, inclusive, and collaborative culture - Supportive and flexible work arrangement - Monthly wellness budget - Computer and tech accessories NOTE FOR APPLICANTS Algorand Foundation is an equal opportunity employer. In accordance with applicable laws, we prohibit discrimination against any applicant or employee based on any legally-recognized basis, including, but not limited to: race, color, religion, sex (including pregnancy, lactation, childbirth or related medical conditions), sexual orientation, gender identity, age, national origin or ancestry, citizenship status, physical or mental disability, genetic information (including testing and characteristics), veteran status, uniformed service member status or any other status protected by federal, state or local laws of the country in which the applicant resides. If you need assistance or to request an accommodation due to a disability, please contact join@algorand.foundation Please note that only shortlisted candidates will be notified. All information gathered will be treated in strict confidence and solely used for recruitment purposes. ____ To protect the interests of all parties, Algorand Foundation does not accept unsolicited resumes from a third party agency/ search firm recruiters. Any unsolicited resumes sent to any Algorand Foundation employee, regardless of the means of transmission (email, social media, etc.) will become the sole property of Algorand Foundation. Algorand Foundation will NOT pay a fee for any placement resulting from the receipt of an unsolicited resume.