Talent Developer

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.

Develop the next generation of client service team members and finance professionals. We are seeking a Talent Developer I to deliver comprehensive training programs for new hires while actively engaging in elevating our client service and support. The primary focus of a National Client Service Team is to provide excellent follow‑through and operational support to Wealth Management teams. As part of this team, you will play a critical part in ensuring new and tenured client service team members have the knowledge and skills they will require to succeed in their roles while providing excellent client service yourself.

You will be a member of a dynamic team in a collaborative, training, and client focused environment. This will be an exciting role for a professional who is passionate about finance, educating others, and being on the cutting edge of change.

• Deliver engaging hands‑on virtual workshops to train team members on financial services, day‑to‑day operations, and technical operational systems, tools, and platforms used in daily operations
• Support onboarding of new hires and ongoing professional initiatives
• Manage diverse learning paces and styles through individual coaching to develop skills and professional growth in a productive training environment
• Monitor progress and conduct skill assessments for new team members
• Develop and maintain up‑to‑date curriculum training materials including guides, presentations, and learning units
• Responsible for day‑to‑day operations support for Wealth Management Teams as part of the National Client Service Team, including but not limited to money movements, account maintenance requests, internal case entry and management, and managing client deposits
• Ensuring all paperwork and procedures for client requests are completed and adhere to compliance and Custodian requirements
• Maintaining data integrity across all systems and updating as necessary
• Assisting various team members with complex requests and answering questions with elevated knowledge
• Actively participating in company initiatives, testing and pilot groups, and specialized workflows
• Some duties can include if appropriate – onboarding new clients, processing transfer paperwork, setting up new accounts while coordinating with the Wealth Management team, Custodians, and Orion
• Other duties as needed

• High School diploma with a bachelor’s degree highly preferred

• One to Three years of job‑related experience
• Financial services industry required
• Prior experience working in an office environment with a customer service focus helpful
• Experience in training, teaching, or instruction role recommended

• CFP, Series 65, or SIE certification a plus

• Ability…