Private Market Specialist

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 .

The primary focus of a Private Market Specialist is to provide excellent follow-through and operational support to the Private Investments team in servicing and delivering on the needs of the clients of Private Investments. As a Private Market Specialist, you will have a direct impact on the Clients and Advisors and are vital to the success of the organization. You will be a member of a dynamic team in a collaborative, client-focused environment utilizing your exceptional organizational, communication and problem-solving skills.

• Responsible for day-to-day operations and administrative support of the Private Investment Team
• Working with Advisors to enroll Qualified Investors in Private Investment Funds
• Managing client subscription agreements and ensuring all subscription paperwork is completed
• Adhere to all compliance requirements for the funds
• Coordinating with internal operation departments to ensure client requests are processed and tracked
• Maintaining data integrity across all systems and updating as necessary
• Researching client issues in cooperation with back-office operation partners
• Some duties can include if appropriate - verifying outside assets, establishing new accounts and processing
• Guiding and training peers on new tasks
• Other duties as needed

• Bachelor’s degree or equivalent (preferably Business, Economics, Accounting or Finance related)
• 3-5+ years of job-related experience required Financial services industry required
• Prior experience working in an office environment with a customer service focus helpful
• Ability to prioritize in a fast-paced environment while maintaining client focus and demonstrating attention to detail
• Enjoy collaborating and building positive relationships internally with co-workers and externally with clients and business vendors
• Excellent verbal and written communications skills a must
• Strong MS Word, Excel, and Outlook skills required; prior use of CRM system (Salesforce) a plus.
• Strong desire for continuous self-learning and professional growth

This professional role requires availability Monday through Friday, 8:00 AM – 5:00 PM.

The initial Final date to receive applications is 5/15/2026. 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,…