Director, Endowments & Foundations

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 .

Mercer Advisors is seeking a Director, Endowments & Foundations to help lead the day-to-day execution, growth, and client experience of our institutional nonprofit practice, reporting to the Managing Director of Institutional Partnerships. Mercer Advisors has served nonprofit organizations since our founding in 1985, and our Endowments & Foundations practice today serves 225+ nonprofit clients across the country.

This is a senior execution-focused role, partnering closely with the Managing Director on practice strategy while carrying direct accountability for new business development, client service delivery, and team coordination. The Director will support the practice's growth agenda, contribute to business planning and resource decisions, help build the marketing and thought-leadership engine, originate and close institutional mandates alongside the Institutional sales team, and oversee day-to-day service and retention of the existing client base.

Success in this role requires fluency in institutional investment strategy, nonprofit governance and fiduciary practice, and strong execution discipline within a defined strategic mandate set by firm leadership.

• Support the Managing Director in shaping practice strategy, including market segmentation, service model design, and multi-year growth roadmap
• Contribute to P&L reporting and analysis in partnership with the Managing Director and firm finance
• Provide input on the business case for practice investment (headcount, technology, marketing spend); help manage resources against the approved plan
• Surface adjacent growth opportunities, including new institutional sub-verticals, partnership channels, and inorganic opportunities, for evaluation by the Managing Director and firm leadership

• Partner with the Institutional sales team and Managing Director to originate and close discretionary OCIO and advisory mandates with endowments, private and community foundations, educational institutions, faith-based organizations, healthcare nonprofits, and other tax-exempt institutions
• Build and deepen relationships with executive directors, CFOs, CEOs, investment committees, finance committees, and boards of directors
• Support the practice's sales…