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Job Description Overview Primo Brands is a leading branded beverage company in North America with a focus on healthy hydration. We are proud to offer an extensive and iconic portfolio of highly recognizable, sustainably sourced, and conveniently packaged branded beverages distributed across more than 150,000 retail outlets. The Route Service Delivery Driver’s primary responsibilities are to provide premium customer service to residential, commercial, and retail customers, accelerate growth through upselling, manage account information, and work safely. This role is highly interactive and requires the ability to safely operate a Commercial Motor Vehicle (CMV). Reporting Location: Denver, CO Pay: $61,776 / year + customer tips Schedule: Tuesday – Saturday Start Time: Between 6 am - 7 am until workload completed Benefits of working for Primo Brands: Health Benefits: Medical, prescription, dental, vision, flexible spending account (FSA), dependent care flexible spending account (FSA), health savings account (HSA) Retirement/Investing: 401K with a 5% match, Employee Stock Purchase Plan (ESPP) Insurance: Employee Life Insurance, short and long-term disability, critical illness, hospital indemnity, accident insurance, spouse/domestic partner/child life insurance, accidental death and dismemberment Other great benefits: Employee discounts, save on auto, home, and pet insurance, tuition reimbursement, paid vacation and sick time, 9 paid holidays and 3 paid floating holidays, paid leave for when you have a baby, adopt a child, or become a foster parent, legal services, identity theft protection, employee assistance program (EAP), adoption reimbursement benefit, FEDlogic, commuter benefits Responsibilities Skills Required: Qualifications High School Diploma, GED or equivalent work experience Service-oriented with strong face-to-face sales skills Ability to work independently, efficiently, and in different types of weather Ability to effectively interact with customers in a variety of settings Ability to lift and carry an average of 250+ units per day, each weighing up to 45 lbs., using product handling tools as appropriate, with or without a reasonable accommodation Ability to climb in and out of a commercial vehicle on average 40-55 times per day Ability to work an average 45-hour week or more, including variable start/end times Ability to alternately sit, stand, push, pull and walk all day, with or without a reasonable accommodation You must have the ability to obtain a DOT medical card for the purpose of working for Primo Brands. You must possess a clean driving record, which means: in the last 3 years, that you’ve only had 1 license, no driving-related suspension, revocation or cancellation, no disqualifying offenses, no more than 2 moving violations and no reckless driving incidents and in the last 3 years, no major driving offenses including DUI/DWI, refusal to test, leaving the scene, driving a commercial vehicle without a CDL, or at-fault fatal accident. Must be 21 years of age or older (DOT requirement) Primo Brands’ established portfolio includes billion-dollar brands Poland Spring® and Pure Life®, premium brands like Saratoga® and Mountain Valley®, regional leaders such as Arrowhead®, Deer Park®, Ice Mountain® Ozarka®, and Zephyrhills®, purified brands, Primo Brands® and Sparkletts®, and flavored and enhanced brands like Splash® and AC+ION®. Our extensive direct-to-consumer offerings and industry-leading line-up of innovative water dispensers create consumer connectivity through recurring water purchases across Water Direct, Water Exchange, and Water Refill. At Primo Brands, our more than 11,000 associates are at the heart of what we do and deliver on our mission to provide healthy hydration to consumers wherever, however and whenever they want it. We believe in fostering a respectful culture, which values our associates who are deeply invested in quality hydration, our communities, and the sustainability of our packaging and water sources for generations to come. Primo Brands is proud to be an Equal Opportunity and Affirmative Action employer, seeking to create a welcoming and diverse environment. We do not discriminate based on race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics. We also consider qualified applicants with criminal histories, consistent with applicable federal, state, and local law. Candidates must possess strong English language skills to effectively communicate with customers and provide exceptional service. Proficiency in English is essential for understanding customer needs, resolving inquiries, and collaborating with team members.

Job DescriptionAbout the Team: The Cova Sales team works to engage prospective and existing customers to drive revenue for the business. We are a fast-paced and nimble team that must be quick to respond to market changes in an exciting and ever-evolving industry. About the role: As an Account Executive, you will showcase Cova's innovative products and services to secure new dispensary accounts, engaging with local and state organizations, participating in industry events, and driving brand expansion through proactive field sales and phone-based closures. We're seeking candidates eager to immerse themselves in emerging local market dynamics and apply their insights to a consultative sales approach that prioritizes education and partnership. This may be a great fit for you if you have the passion and ability to forge strong relationships with existing dispensary owners and newcomers to the industry! Location: Denver, CO Salary: $58,000 – 75,000 USD, plus additional variable compensation. What you'll be doing: • Generate leads and engage with potential business clients, collaborating with internal teams for cross-selling opportunities., • Master and maintain comprehensive product knowledge of Cova's software solutions, competition, and local compliance regulations in the cannabis retail sector., • Identify prospects and revenue opportunities through referrals from partners, assigned market lead lists, current merchants, and self-sourcing efforts., • Make minimum 30+ outbound calls daily to potential customers as we are constantly expanding to new states and territories., • Collaborate with the Sales Manager to establish relationships with key players early in the market., • Engage with local groups focusing on compliance, banking, social equity, and educational meetups., • Become a trusted source of market knowledge., • Respond promptly to prospective inquiries, prepare proposals and presentations., • 2-5 years of experience as an outside B2B salesperson, with a proven track record of meeting quotas in software or technology sales., • Proven record of success in a fast-moving environment: building a funnel and managing multiple opportunities., • Demonstrated leadership capabilities., • Excellent presentation and active listening skills., • Technical proficiency and ability to learn new technologies quickly., • Aptitude for software principles and experience using business systems (CRM, Retail, Inventory Mgmt., etc.)., • Proficient in M365 tools.Note this role may require minimal occasional weekend work to acknowledge prospects and travel will be required (approx. 10-15%). You will be required to have a reliable vehicle with a clean driving record. What Really Matters: A lot can be learned or trained, but there are a few things that can’t. These include: • Strong self-motivation and a relentless drive for success., • Genuine care for our clients and their customers., • Aptitude for collaborative efforts to ensure shared success., • Begin your journey with a competitive starting salary!, • Enjoy peace of mind with a comprehensive benefits package for you and your entire family., • Embrace work-life harmony with a flexible hybrid working environment and generous vacation and sick time policies, • We care about your family, offering maternity, adoption, and paternity leave salary top ups as well as ten “New Baby Days” for all parents welcoming a new child into their life., • Enjoy a “Cultural Day” off annually to celebrate a day of religious or cultural significance., • Give back with up to 6 days of paid time off annually for volunteering or personal learning., • We believe in the value of taking time to refresh, re-energize, and reflect on your career journey. Employees are granted a seven-week sabbatical after every seven years of employment! Want to Join the Team? If you’re interested in a career with Cova, please submit your resume and cover letter. We are an equal opportunity employer. We do not discriminate based on race, faith, colour, cultural background, gender, sexual orientation, age, marital status, or disability status. We thank all applicants for their interest, however, only those selected for an interview will be contacted. We are a hybrid work environment, remote and in-office for all employees in an office city. Powered by JazzHR C0dPPbcPXz

Job Description About Us At Auror, we’re empowering the retail industry to stop theft and Organised Retail Crime, a $150 Billion problem globally. It’s high volume crime that’s increasingly organised in nature and is putting people, retailers, and communities at risk every day. Auror is connecting people and intelligence to reduce crime. We’re using technology for good and prioritize privacy by design principles. In partnership with our leading retail partners, we need people with the passion, determination, and innovation required to overcome one of the world's largest problems. If you’re looking to make a difference with and for the people dedicated to stopping crime, for good, then we want you on our team. Founded in New Zealand 12 years ago, we’re working with some of the best and largest retailers in the world across the US, Canada, Australia, New Zealand, and the UK. We’re very deliberate about our growth, strategic objectives, open communication, and culture. We are a global company operating across Denver, Melbourne, Auckland and London with 180 people strong. Auror is made up of 3 Squads: Operations (this includes People Experience, Legal, and Finance), Product (this includes Product Management, Product Design, Engineering and Quality Engineering) and Customer (this includes Sales, Marketing and Customer Success) Requirements We've worked hard to build an intentional culture that is collaborative and inclusive. Our guiding principles below govern the way we work together and with our customers. We look for people who resonate with these: • Win Together: We are better together. We win when we're working together; we lose when we play as individuals., • Be Curious: We suspend judgment, ask questions, seek knowledge, and explore new ideas with kindness and openness., • Take Action: We bias to action, radiate intent, build momentum and drive positive outcomes for our customers and Auror., • Own Your Impact: We embrace ownership and accountability, and empower each Auror to make an impact., • Master Simplicity: We make the complex simple. We avoid unnecessary complexity. Some of the benefits of working at Auror include; • Competitive salary Range, • Employee share scheme: You’ll own part of a company making a real difference!, • Flexibility: We are hard-working and outcome-focused, but recognise there is more to life than work. We promote a healthy work/life blend., • Shorter work weeks (at full pay): Everyone gets Friday afternoons off, so you can start your weekend early, and do more of whatever it is that makes you happy., • Focus on mental and physical health: We understand how vital our health is and have policies to support your wellness, including: Wellness Days, and up to three expert sessions paid for every year., • Health Care Plan (Medical, Dental & Vision): Auror covers 100% of the cost of your health insurance plan with United Healthcare & Metlife for US roles, • Family-friendly: We offer comprehensive parental leave and benefits for primary and non-primary caregivers, including a baby bonus and meals delivered to your door., • Personal growth: We support our team to participate in courses, conferences, or events that will help them develop their skills. Next Steps: If you love what you've read so far but don't see a current suitable vacancy on our website, do put through an expression of interest by hitting "apply now". We will touch base with you as soon as a role comes up! In the meantime, we encourage you to keep an eye out for other suitable opportunities with us in the future. As we grow, we will be posting new roles on our careers page and you can also follow our latest updates on LinkedIn.

Job Description 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 Tax Preparer provides dedicated support to the tax preparation team. This position requires flexibility, excellent verbal and written communication skills, and attention to detail. Essential Job Functions for the Tax Preparer include: • Assist with preparing federal and multi-state individuals and trust income tax returns., • Learn and effectively utilize Lacerte tax preparation software to continually learn, share knowledge with team members, and enhance the quality of service to clients., • Prepare and format excel spreadsheets for trust accounting., • Review documents and tax returns for accuracy, • Perform tax technical research assigned by supervisors., • Coordinate and communicate with tax advisors, managers, and other team members to perform job functions., • Administrative tasks (filing, phone calls, etc.), • Degree in Accounting or related field, • Knowledge of tax laws and concepts, • Active PTIN, • Familiarity with Form 1040 and/or Form 1041, • Strong technical skills, • Attention to detail and ability to take initiative to meet deadlines, • Strong communications skills (written/verbal) and professionalism, • Ability to work independently and remain flexible as priorities change, • Proficient in Microsoft Office – Word, Excel, Outlook and PowerPoint, • Excellent organizational skills, ability to multi-task, detail-oriented, • Experience with UltraTax software Rate: $25/hr. Dates: Jan 15th- April 15th 2026 Working Conditions: Professional office environment, working inside, standing, and sitting, will be assigned to a workstation. 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 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 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 . 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

Job DescriptionCova has been the fastest growing software solutions company in the history of the legal cannabis industry and is now the #1 POS in North America. After launching commercially less than 7 years ago, we surpassed over 50 other companies as the industry preference. Through constant product innovation, execution of a clear growth strategy and high integrity in everything we do, Cova delivers a premium service to its clients. We design and build products on an open API architecture platform that elevates the dispensary retail experience. Our point-of-sale solution (POS) is purpose-built for cannabis retail and is based on years of experience in high growth/high complexity industries. Cova operates as a young company that spun out of a solid, well-established 20+-year-old software company called iQmetrix. Collectively, our software can be found in over 20,000 stores across North America in several verticals, and we support retailers with one location and others who have thousands. Cova has invested heavily to have the industry-leading platform for enterprises and is technologically ahead of where the industry is heading. Let's shape the next generation of cannabis retailers together, and own it. Job Summary: The Project Coordinator role is instrumental in onboarding new clients – as a project coordinator, you lead the charge to get our retailers setup on our software and support them through out the launch of their business. The PC oversees a project from start to finish and coordinates all pieces of their launch including hardware setup, implementation, and training for all relevant users. This role requires extreme attention to detail, problem solving while managing competing priorities, and communication to both internal and external stakeholders. This role is ideal for someone with experience in and who enjoys data manipulation, project management, and engaging with a wide range of individuals and personalities. You have a direct impact on how retailers setup their business and create SOP’s in the cannabis space. You are self motivated, self managed, and driven to succeed while helping others grow. This role partners and communicates with all departments through out Cova as well as our clients with a high level of professionalism. Reports to: Director of Operations - Client Services Salary Range: $62k-$67k Annually Responsibilities: • Maintaining expert knowledge on Cova and ability to learn and communicate new features quickly, • Maintaining a professional, enterprise-level of communication with clients, • Communicating with the clients and internally on the progress of the launch, • Maintaining and documenting detailed notes on launch status, progress, risks and internal/external accountabilities, • Updating customer data exports to meet Cova's import format, • Building product and inventory sheets to be implemented, • Managing assigned client projects and keeping them on track including setting due dates, timelines, project milestones, and dependencies, • Requesting support and input from other internal teams as needed for a successful launch, • Providing feedback and suggestions on improvements to the Launch Process to the Cova team, • Updating weekly time spent on launches and providing weekly update reports on all projects to leadershipQualifications:, • Proven-track record in Project Management or Project Coordination, • Ability to plan logistics and project scheduling, • Excel proficient, • Familiarity with CRM’s, • Technical proficiency with front-end and back-end software setups, • Willingness to provide after-hours and weekend support as needed on launches in multiple time zones (Specifically PST/EST time zones), • Professional communication skills, • Ability to problem-solve and manage competing priorities, • Very detail oriented, • Retail or retail management experience, • Desire to work in a fast paced and dynamic environment, • Strongly self-motivated with a drive to succeed, • Caring about our clients and their customers What We Offer: • Begin your journey with a competitive starting salary!, • Enjoy peace of mind with a comprehensive benefits package for you and your entire family., • Embrace work-life harmony with a flexible hybrid working environment and generous vacation and sick time policies, • We care about your family, offering maternity, adoption, and paternity leave salary top ups as well as ten “New Baby Days” for all parents welcoming a new child into their life., • Enjoy a “Cultural Day” off annually to celebrate a day of religious or cultural significance., • Give back with up to 6 days of paid time off annually for volunteering or personal learning., • We believe in the value of taking time to refresh, re-energize, and reflect on your career journey. Employees are granted a seven-week sabbatical after every seven years of employment! Want to Join the Team? If you’re interested in a career with Cova, please submit your resume and cover letter. We are an equal opportunity employer. We do not discriminate based on race, faith, colour, cultural background, gender, sexual orientation, age, marital status, or disability status. We thank all applicants for their interest, however, only those selected for an interview will be contacted. We are a hybrid work environment, remote and in-office for all employees in an office city. Powered by JazzHR 4siqexpoBu

Job Description 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 Private Market Operations Specialist is responsible for ensuring data integrity, reporting accuracy, and operational continuity across Private Investment Services systems—primarily Orion and Arch. This role owns the data feed between various alternative reporting systems and Orion, ensures private investment positions are correctly reflected in all reporting environments, and supports onboarding of new private investment accounts for both organic clients and M&A-acquired firms. Essential Job Functions for this role include: • Ensure accurate private investment reporting in Orion, including positions, transactions, valuations, and performance., • Own and manage the Arch → Orion data feed, validating that all private investment data flows correctly., • Monitor daily data exceptions and reconciliation reports, resolving breaks across Arch, Orion, and custodial records., • Troubleshoot data mapping issues, valuation discrepancies, and performance calculation errors with internal teams and vendors., • Assist with the private investment portion of M&A onboarding, including data migration, position setup, and historical mapping., • Review and convert legacy spreadsheets or systems from acquired firms into Arch and Orion., • Support processing and validation of capital calls, distributions, and periodic valuations as needed., • Maintain documentation for reporting standards, system workflows, and data processes., • Collaborate with Technology, Data Engineering, Reporting, and Operations teams to ensure data integrity and system stability., • Communicate clearly with advisors and internal stakeholders regarding reporting status, data issues, and resolutions., • Other duties as needed Knowledge, Skills, and Abilities: • 3–5 years of experience in investment operations, data operations, portfolio accounting, or alternative investments., • Strong understanding of Orion (or similar reporting systems), including reconciliation, data mapping, and performance reporting., • Working knowledge of private market investments, including capital calls, distributions, valuations, and fund statements., • Experience managing or troubleshooting data feeds between financial systems and resolving data discrepancies., • Ability to interpret custodial records, investment statements, and fund documentation with a high level of accuracy., • Advanced analytical and problem‑solving skills, with strong attention to detail and proficiency in Excel., • Effective communication skills and ability to work cross‑functionally with technology teams, data teams, advisors, and custodians. Work Schedule: This professional role requires availability Monday through Friday, 8:00 AM – 5:00 PM. Working Conditions: Professional office environment, daytime hours, working inside, standing, and sitting, will be assigned to a workstation, no heavy lifting over 20 lbs. 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 $72,250—$85,000 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 Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance, • Three medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan., • Health Savings Account (HSA) with company contributions on a per pay period basis 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 with 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 (6 weeks), • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 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 Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws. Mercer Advisors provides equal employment opportunity in all aspects of employment and employee relations, including recruitment, hiring, training and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and all other terms, conditions, and privileges of employment in accordance with applicable federal, state, and local laws. If you need an accommodation seeking employment with Mercer Advisors, please email . Accommodations are made on a case-by-case basis. This email is for accommodation requests only. We are unable to respond to general inquiries sent to this email address. Applicants have rights under federal employment laws: • Family and Medical Leave Act (FMLA), • Employee Polygraph Protection Act (EPPA), • E-Verify, • Right to Work If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here. CCPA Notice at Collection

Job Description 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. About the Role Our ability to attract new clients is at the center of our continued success. As we've continued to grow - the success of our growth efforts relies increasingly on the digital experience, processes, and technologies that we offer to clients as well as to our own teams. As a Senior Product Manager at Mercer Advisors, you will help lead the development and execution of innovative tools and platforms tailored for our financial advisors. This role requires a strategic thinker with a strong understanding of the financial services industry, exceptional leadership skills, and a passion for delivering value to advisors. You will lead a group of cross-functional engineers and designers, ensuring our product offerings align with our mission and business goals. What You'll Do • Product Execution and Delivery:, • Drive the execution of product initiatives from conception to launch, ensuring timely and high-quality delivery., • Lead a group of cross-functional engineers and designers to develop tools and platforms that enhance advisor efficiency and effectiveness., • Work with third-party service providers and influence their roadmaps to align with Mercer Advisors' goals., • Utilize data-driven insights to improve product performance and advisor satisfaction continuously., • Be ultimately responsible for the outcome and KPIs of the products you build., • Advisor-Centric Development:, • Gather and prioritize requirements from financial advisory team to inform product development., • Prepare written requirements for each development sprint based on design, users, and engineers' input for each feature., • Conduct user testing and gather feedback to ensure products meet the needs of advisors., • Integrate advisor feedback into product iterations to enhance usability and functionality., • Operational Insight and Improvement:, • Dive into the details of our operations and processes to find technology-powered solutions for improvements., • Identify opportunities for small and significant enhancements to our business processes through technology., • Influence and assist in maintaining software development lifecycle to ensure the Product Team is operating at peak efficiency., • Consistently engage in measuring the health and performance of our products and features to provide insights to drive informed decision-making and continuous improvement within our team., • Leverage AI:, • Integrate AI capabilities into advisor workflows to drive growth., • Use data and machine learning to drive recommendation., • Leverage AI to make yourself and your team more effective at building., • Stakeholder Collaboration:, • Act as a liaison between advisors, internal stakeholders, and external partners., • Communicate product updates, insights, and performance metrics to senior leadership and stakeholders., • Ensure alignment of product goals with business objectives and advisor needs., • Team Leadership and Culture:, • Mentor and guide junior product managers and team members., • Foster a collaborative and innovative team culture., • Bring a data-driven mindset and culture to our team, ensuring decisions are based on robust analytics and metrics., • Ensure that the product team adheres to best practices and industry standards. What You Bring • 5+ years in product management, ideally in financial services, wealth management, or B2B SaaS, • Track record of shipping products that integrate with existing systems and workflows., • Experience in managing simultaneous complex projects from inception to successful completion., • Strong ability to translate complex business processes into clear product requirements., • Comfort with AI concepts and how to apply them to user-facing products., • Experience building and managing AI agents, • Experience with building, managing & maintaining APIs., • Excellent analytical, problem-solving, and decision-making skills., • Exceptional communication and interpersonal skills., • Ability to lead cross-functional teams and manage multiple stakeholders., • Demonstrated ability to drive product execution and delivery., • Bias toward action while delivering great products., • Comfortable with ambiguity and competing priorities., • User-obsessed—you start with advisor pain points and work backwards. Why Join Us You'll work on a high-visibility initiative on the forefront of our approach to client engagement. You'll have the autonomy to shape the product and the resources to ship meaningful improvements. 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 $130,000—$150,000 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 Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance, • Three medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan., • Health Savings Account (HSA) with company contributions on a per pay period basis 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 with 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 (6 weeks), • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 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 Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws. Mercer Advisors provides equal employment opportunity in all aspects of employment and employee relations, including recruitment, hiring, training and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and all other terms, conditions, and privileges of employment in accordance with applicable federal, state, and local laws. If you need an accommodation seeking employment with Mercer Advisors, please email . Accommodations are made on a case-by-case basis. This email is for accommodation requests only. We are unable to respond to general inquiries sent to this email address. Applicants have rights under federal employment laws: • Family and Medical Leave Act (FMLA), • Employee Polygraph Protection Act (EPPA), • E-Verify, • Right to Work If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here. CCPA Notice at Collection

Job Description 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 Seasonal Tax Administrator provides dedicated support to the tax team in servicing and delivering on the needs of clients. The position requires flexibility, excellent verbal and written communication skills, and attention to detail. Essential Job Functions for the Tax Administrator will include: • Assisting with various tax-season processes including assembling/scanning/archiving data, logging in tax returns, preparing internal forms, preparing pre-tax-season files, e-filing, processing of tax files after mailing, and delivering returns., • Accurately inputting tax data into technology systems including tax software and transcribing confidential client correspondence., • Coordinating and communicating with tax advisors, managers, and other team members to perform job functions., • Maintaining data integrity across all systems, confirming data and making updates, and preparing reports., • High school diploma required, • Attention to detail and ability to take initiative to meet deadlines, • Strong communications skills (written/verbal) and professionalism, • Ability to work independently and remain flexible as priorities change, • Proficient in Microsoft Office – Word, Excel, Outlook and PowerPoint, • Excellent organizational skills, ability to multi-task, detail-oriented Working Conditions: Professional office environment, working inside, standing, and sitting, will be assigned to a workstation. Work Mode: 100% In-office Rate: $20/hr. Dates: Jan 5th- April 24th 2026 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. Base Pay Range$17—$20 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 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 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 . 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

Job Description 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 Estate Planning team is part of our Wealth Solutions group, which is a dynamic team environment consisting of professionals dedicated to providing and implementing planning strategies for our high new worth clients. Essential Job Functions for this role include: • Serve as an in-house resource in estate planning to wealth management teams and clients nationwide, • Maintain book of ultra-high-net-worth clients, • Review and summarize existing estate planning documents, • Remain current with related estate, trust, and tax legislation nationwide, • Supporting business development through networking, leading presentations, drafting publications, and supporting prospective client meetings, as necessary, • Conduct research on nuanced and specialized estate planning topics, • Manage a service specialist, as assigned, as related to overseeing day-to-day tasks, training, calendars, time management, coaching, and mentoring, • Mentor and coach estate planning strategists, • Meet with clients to design, implement, and fund complex estate planning, wealth transfer strategies, and sophisticated estate and gift tax mitigation., • Draft estate plan documents, including irrevocable trusts (GRATs, IDGTs, ILITs, SLATs, CRTs, QPRTs), revocable trusts, wills, powers of attorney, healthcare directives, and funding related documents., • Advise on estate, gift, and generation-skipping transfer (GST) tax strategies., • Coordinate with wealth advisors, tax experts and other professionals to ensure seamless execution of wealth strategies., • Prepare and review deeds and real property transfer documents. Knowledge, Skills, and Abilities: • Juris Doctor (JD), • LL.M. in Taxation or Estate Planning strongly preferred, • Licensed to practice law in at least one state, • Ability to interpret and convey complex estate planning topics to Wealth Management teams and clients, • 8-12 years legal experience in estate planning and deep technical expertise, • Proven track record of handling planning matters for clients with high net worths This position can be fully remote, but have preference for East Coast or West Coast. Work Schedule: This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs. All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period. Working Conditions: This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs. #LI-Remote 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 $182,000—$215,000 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 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 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 . 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

Job Description 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 Director, Client Experience & Business Operations (Tax) is accountable for end-to-end operational excellence and a seamless advisor + client experience across Mercer Advisors Tax Services. This leader will drive client excellence by focusing on quality and experience outcomes. Simultaneously, the Director will focus on operating leverage, capacity, and efficiency. The work ahead of us is exciting for our clients and our internal employees. This leader will redesign processes, strengthen operating rhythms, improve cross-functional handoffs, and partner with Technology, Wealth Management, Business Intelligence, and Wealth Solutions leadership to modernize the tax delivery engine. This is a highly cross-functional role spanning Tax, Wealth Management teams, Client Service, Product/Technology, and Operations. The work directly supports Mercer's objectives to improve client experience, support client retention, and unlock productivity improvements for our tax teams. There is significant change management inherent in this role, and we are looking for both aptitude for partnership & collaboration and intellectual strength. Essential Job Functions for this role include: 1. Own the End-to-End Tax Experience (Client + Advisor) • Define and execute a consistent, multi-channel Tax client experience and advisor experience, including onboarding, delivery, updates/communications, and "moments that matter." This may be tailored for tax-only clients and / or clients with varying complexity., • Establish and operationalize VOC/VOF listening posts and convert insights into prioritized fixes and measurable improvements., • Create or refine playbooks (e.g., onboarding, handoffs, escalations, seasonal readiness) to provide an excellent client experience: timely, clear, and consistent. 2. Drive Operating Leverage, Capacity, Efficiency & Quality • Lead process redesign to improve experience, quality, and throughput across tax workflows (quoting/routing, ongoing communication, intake, prep, review, delivery)., • Build an operating system for Tax that includes: capacity planning, work segmentation, load balancing, SLAs, and clear ownership, • Reduce administrative burden on Tax managers and teams by simplifying workflows, clarifying roles, and implementing scalable support mechanisms 3. Operational Telemetry & Business Management • Establish and maintain operational telemetry (dashboards, KPIs, routines) to provide transparency into volume, cycle times, WIP, quality, and bottlenecks., • Define, track, and report key outcomes such as experience, productivity, and adoption — and lead monthly/quarterly performance reviews with action plans. 4. Cross-Functional Delivery & Tech Enablement • Partner with Technology/Product and Tax leadership on Tax tech stack initiatives (e.g., onboarding tooling, document sharing, workflow automation, Aspen-related enhancements) and ensure "operational readiness", • Translate operational pain points into clear business requirements; drive change management, training enablement, and adoption across stakeholders. 5. Leadership & Stakeholder Management • Demonstrate comfort and competence in the face of change management. Serve as a senior cross-functional leader who can align Tax, Wealth Management, Client Service, and Operations partners around priorities, sequencing, and accountable execution. Improved tax client experience demonstrated by client and advisor satisfaction along with productivity metrics (returns / FTE). • Reduced onboarding cycle time and fewer handoff failures / rework., • Increased tax team capacity and productivity via workflow segmentation and reduced admin burden., • Increased transparency through operational telemetry and operating rhythms., • Measurable adoption of process/technology enhancements across tax stakeholders. Knowledge, Skills, and Abilities: • 10+ years of progressive experience in business operations, operating model design, operational excellence, client experience, or equivalent (financial services, professional services, or scaled service operations strongly preferred)., • Demonstrated success leading cross-functional transformations: process redesign, KPI instrumentation, and change adoption., • Strong analytical skillset: ability to build/interpret operational metrics, diagnose constraints, and prioritize high-impact fixes., • Experience supporting tax, accounting, or seasonal professional services operations (peak planning, quality controls, workflow tooling)., • Familiarity with VOC programs, journey mapping, and experience measurement frameworks., • Lean / Six Sigma / PMP or similar training. Work Schedule: This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs. All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period. Working Conditions: This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs. 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 $182,750—$215,000 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 Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance, • Three medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan., • Health Savings Account (HSA) with company contributions on a per pay period basis 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 with 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 (6 weeks), • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 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 Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws. Mercer Advisors provides equal employment opportunity in all aspects of employment and employee relations, including recruitment, hiring, training and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and all other terms, conditions, and privileges of employment in accordance with applicable federal, state, and local laws. If you need an accommodation seeking employment with Mercer Advisors, please email . Accommodations are made on a case-by-case basis. This email is for accommodation requests only. We are unable to respond to general inquiries sent to this email address. Applicants have rights under federal employment laws: • Family and Medical Leave Act (FMLA), • Employee Polygraph Protection Act (EPPA), • E-Verify, • Right to Work If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here. CCPA Notice at Collection

Job Description 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 Senior Estate Planning Service Specialist I works within the Estate Planning team at Mercer Advisors and is responsible for supporting estate planning strategists and clients throughout the estate planning process. The Senior Estate Planning Service Specialist I must be organized and enjoy the challenges of contributing to a fast-paced legal team. Attention to detail, as well as professional verbal and written communications skills, are a must. The ideal candidate should be resourceful, proactive, and efficient when completing time-sensitive tasks and projects. Essential Job Functions for this role include: • Draft various correspondence to wealth management teams and clients, • Follow best practices for group, client, and advisor interaction, • Support EP Strategist through serving as a primary point of contact for clients, managing correspondence with clients, administering calendar management for a strategist, scheduling meetings, and answering phones, • Act as a liaison with estate planning specialists, wealth management teams, and clients, • Maintain client files, including preparing and finalizing notes for meetings, • Mentor and train service specialists, as needed, • Other duties, as assigned Knowledge, Skills, and Abilities: • High school diploma or equivalent., • 2-5 years of experience in a legal setting, law firm or in-house, preferred., • Outstanding work ethic with a self-starter attitude, ability to perform under pressure, meet deadlines, prioritize and deliver multiple tasks on time., • Outstanding communication and organizational skills., • Proficiency with MS Word, Excel, Adobe and Outlook., • Able to maintain confidentiality with all matters., • Have a "can-do" positive attitude and enjoy being part of a team., • Ability to prioritize and multi-task in a busy environment. Work Schedule: This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs. All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period. Working Conditions: This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs. 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 $63,750—$75,000 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 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 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 . 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

Job Description 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. The Managing Director, Client Development, will be responsible for playing a leading role in our organic growth strategy and for coaching and managing the Sales team in their assigned markets. This role is a face of Mercer Advisors in the markets and supports organic growth through the addition of new clients. The Managing Director, Client Development, is also expected to contribute to Mercer Advisors overall through active engagement in leadership committees, strategic initiatives, and corporate programs. Essential Job Functions for this role include: • Works with Client Development Leadership to help design and implement strategies that drive new client growth., • Manages and leads Reginal Vice Presidents to ensure they are meeting and exceeding performance objectives & achieving their full potential., • Directly engages in high value prospect opportunities and wholesaling opportunities (side by side with RVPs)., • Effectively coaches and mentors Regional Vice Presidents, assists in training new RVPs as they join the team., • Improves RVPs productivity by sponsoring critical national initiatives to improve the sales process, marketing materials, technology and training beyond their own market., • Acts as an Ambassador of Mercer Advisors and supports the sales team to foster positive partner and new client relationships by maintaining relationships with key members of partner teams., • Bachelor's degree., • At least 15 years of experience building relationships with and mentoring and managing financial services professionals, guiding teams to realize their potential, building culture, evaluating performance, recruiting, ensuring clear and consistent communication., • Track record of success in helping sales professionals grow their practices in a client centric model; Creating an environment where high-touch client experience is the norm; escalating and dealing with issues when necessary., • Experience communicating the benefits of a wealth management platform to potential clients and M&A partners; Telling the firm's story when working with RVPs in the channels as well as in the M&A sales process., • Negotiation experience that involves listening, persuading, and developing mutually beneficial solutions, • Excellent Client Focus and client-oriented position, but sales aptitude and experience are also highly desired, • Strong decision-making, judgement, problem-solving, analysis and project management skills, • Series 65 or Series 66 or CFP, • Experience using CRM systems (Salesforce preferred) This professional role requires availability Monday through Friday, 8:00 AM – 5:00 PM. Working Conditions: Professional office environment, daytime hours, working inside, standing, and sitting, will be assigned to a workstation. 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 $170,000—$200,000 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 Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance, • Three medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan., • Health Savings Account (HSA) with company contributions on a per pay period basis 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 with 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 (6 weeks), • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 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 Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws. Mercer Advisors provides equal employment opportunity in all aspects of employment and employee relations, including recruitment, hiring, training and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and all other terms, conditions, and privileges of employment in accordance with applicable federal, state, and local laws. If you need an accommodation seeking employment with Mercer Advisors, please email . Accommodations are made on a case-by-case basis. This email is for accommodation requests only. We are unable to respond to general inquiries sent to this email address. Applicants have rights under federal employment laws: • Family and Medical Leave Act (FMLA), • Employee Polygraph Protection Act (EPPA), • E-Verify, • Right to Work If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here. CCPA Notice at Collection

Job Description 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: We're looking for a Systems Administrator I to join our growing Technology team at Mercer Advisors. We are a cloud-native organization, and the ideal candidate will have experience monitoring, managing, and troubleshooting cloud-based systems, SaaS applications and general networking support. In this role, you will act as the primary escalation point for our service desk while assisting with infrastructure, networking, automation, and migration initiatives. This role focuses on administration, support, and operational execution under established standards and escalation paths. A selection of the key technologies currently in use includes Microsoft (Azure, Entra ID, Microsoft 365, Exchange, Intune, Teams), Amazon Web Services (AWS), Cloudflare, Proofpoint, Zoom, Box Drive, NinjaOne, Nerdio, Meraki, and Mist. Essential Job Functions for this role include: Identity, Productivity, Cloud Infrastructure Platforms • Support, assist and monitor day-to-day operations for Microsoft 365 products including Office applications, Teams, Exchange Online, SharePoint and OneDrive, • Support Entra ID and AWS IAM management. This includes user lifecycle management, group management, and role-based access controls., • Monitor and assist with cloud infrastructure across Azure and AWS environments, including Route 53 management., • Support and assist with single sign-on integrations and SaaS registrations., • Manage and assist with the day-to-day operations and administration of the organization's file storage solutions., • Support and assist with administration and day-to-day operations of the organizations zero trust platform, • Assist with maintaining secure egress IP configurations for SaaS and third-party integration, • Configure, deploy, administer, and maintain office network infrastructure, including firewalls, routers, switches, and wireless systems., • Monitor and troubleshoot network performance issues, connectivity problems, and outages, • Assist with the administration and day-to-day operation and management of endpoint management platforms, including patch management and application deployment., • Support Windows, macOS, iOS, and Android devices throughout their lifecycle, including enrollment and decommissioning, • Collaborate with security and compliance teams to support endpoint security initiatives and audits Knowledge, Skills, and Abilities: • Minimum of 3 years of experience in technical support, service desk, or similar IT role, • Strong technical aptitude with proven analytical and problem-solving skills, • Excellent customer service and communication skills, with the ability to communicate effectively in person, over the phone, electronically, and in writing, • Self-motivated and proactive, with a strong interest in technology and a desire to continuously learn, grow, and take on new challenges, • Familiarity with ITIL-based service management practices, • Demonstrated security-first mindset, with an understanding of security best practices Work Schedule: This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs. All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period. Working Conditions: This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs. 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 $70,000—$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 Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance, • Three medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan., • Health Savings Account (HSA) with company contributions on a per pay period basis 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 with 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 (6 weeks), • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 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 Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws. Mercer Advisors provides equal employment opportunity in all aspects of employment and employee relations, including recruitment, hiring, training and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and all other terms, conditions, and privileges of employment in accordance with applicable federal, state, and local laws. If you need an accommodation seeking employment with Mercer Advisors, please email . Accommodations are made on a case-by-case basis. This email is for accommodation requests only. We are unable to respond to general inquiries sent to this email address. Applicants have rights under federal employment laws: • Family and Medical Leave Act (FMLA), • Employee Polygraph Protection Act (EPPA), • E-Verify, • Right to Work If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here. CCPA Notice at Collection

Job Description 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: As a Senior Talent Acquisition Partner, you will advise and work directly with hiring managers to provide full life cycle recruiting. You will be responsible for driving internal talent acquisition strategies through utilizing best practice initiatives and tactics to source, identify, attract and hire talent into the organization. You'll successfully navigate Mercer's matrixed organization and will recruit for many departments in the organization, which include Client Development, Wealth Management, Wealth Solutions (Tax, Estate Planning), Technology, and other corporate functions. This role requires a high level of agility, attention to detail, and ability to prioritize and plan work well for execution. Essential Functions for the Senior Talent Acquisition Partner will include: • Source, select, screen, interview and evaluate potential candidates for various career opportunities through full life-cycle recruitment., • Creatively source passive candidates while building a network of candidates for current and future opportunities through creative and strategic sourcing methods., • Collaborate with hiring managers to drive recruitment strategy through proactive communication and consultative approach., • Leverage recruiting knowledge, recruitment results, and competitive market intelligence to drive strategies and influence key internal stakeholders on recruitment activities and programs., • Collaborate with leaders of Talent Acquisition to drive Mercer Advisor's talent strategy., • Provide exceptional customer care and experience to candidates and internal partners., • Collaborate with Vice President of Talent Acquisition to build and maintain temporary and contract agency negotiations, relationships, and scheduling when supplemental candidates are needed for recruitment success. Actively involved in screening Agency referrals with the decision to not forward to hiring manager based on HR/Recruiting knowledge and success., • Write, place, and maintain compelling job postings to communicate our unique and engaging work culture., • Proactively work with Vice President of Talent Acquisition to provide timely updates on recruitment placements, barriers, and manager communications to mitigate recruiting barriers., • Maintain accurate and up-to-date recruitment and applicant files in the company's applicant tracking system (Greenhouse)., • Contribute to TA team with best practice recruitment and retention strategies to build a best-in-class employee workforce., • Coach and mentor team members to support the growth of the TA team., • Strong Business Acumen, • Delivers Results, • Ability to influence stakeholders, • Strong service mindset, • Self-starter, • Keen attention to detail, • Fosters Collaboration and Teamwork, • BA/BS highly preferred, • 5+ years of fast-paced recruiting experience and successfully handling a variety of roles throughout the business; sourcing and networking skills required., • Prior experience in RIA industry or financial services is strongly preferred., • Prior experience with recruiting systems – Greenhouse experience is highly valued, • Ability to use good judgment, prioritize and plan work well, and execute deliberately., • Timely follow-through & follow-up required., • Must have the ability to maintain a strict level of confidentiality and required to exercise extreme discretion., • Ability to manage multiple tasks, show adaptability and meet deadlines while maintaining accuracy with a strong attention to detail., • Ability to handle sensitive and confidential issues objectively, along with a broad understanding of HR requirements., • Demonstrate exceptional verbal communication skills, including building rapport and conducting meaningful conversations both on the phone and in person., • Professional who exercises sound judgment and diplomacy Work Schedule: Monday through Friday, 8:00AM – 5:00PM Working Conditions: Professional home office work environment, business hours with some early morning or late day calls and travel as required by the business, standing, and sitting. Ability to occasionally travel. #LI-Remote 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 $90,000—$110,000 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 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 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 . 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

Job Description 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. Why Work at Mercer Advisors? The Specialist, Website Management will serve as a core member of the Direct-to-Consumer Marketing team, where we are laser-focused on driving transformational growth for the firm. Our primary website— our suite of microsites are critical engines of that growth, serving as key acquisition channels and essential touchpoints for prospects and clients. In this role, the Specialist will contribute to ensuring these digital properties remain accurate, optimized, high-performing, and continuously improving to deliver a best-in-class experience for every visitor. This position is responsible for maintaining, updating, and optimizing site content in partnership with stakeholders across the marketing organization. The Specialist must be highly organized and able to manage a steady flow of daily tasks, updates, and requests from multiple teams. The Specialist will collaborate closely with content creators, compliance partners, SEO team members, marketing stakeholders, and the development team to publish new articles, images, landing pages, and multimedia experiences in alignment with brand standards and site objectives. By ensuring the site stays fresh, functional, compliant, and aligned with business objectives, this role will directly contribute to the firm's growth and digital marketing success. Essential Job Functions and Responsibilities: Website Maintenance & Administration • Regularly update and maintain the WordPress website and supporting microsites to ensure optimal performance, functionality, and security., • Oversee the accuracy and integrity of all CMS driven components, ensuring content is current, compliant, and aligned with brand standards., • Upload, format, edit, and publish content—including text, images, videos, documents, and landing experiences—ensuring consistency with brand guidelines and marketing objectives., • Coordinate daily content and update requests from multiple marketing stakeholders, maintaining clear organization, prioritization, and tracking of tasks., • Install, update, and configure WordPress plugins and themes as needed to support new features and maintain site functionality., • Serve as the primary internal resource for website-related requests across the marketing team., • Content Management Systems (CMS): Experience with CMS platforms such as WordPress; familiarity with WP Engine or similar hosting and optimization environments., • Project Management Tools: Hands-on experience using tools like Monday.com, Workzone, or comparable project tracking and workflow management platforms., • Analytics & Testing Tools: Proficiency with digital analytics and experimentation platforms, including Adobe Analytics, Adobe Target, and other A/B or multivariate testing tools. Work Schedule: Monday through Friday, 8:00AM – 5:00PM Working Conditions: Remote 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 $65,000—$75,000 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 Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance, • Three medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan., • Health Savings Account (HSA) with company contributions on a per pay period basis 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 with 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 (6 weeks), • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 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 Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws. Mercer Advisors provides equal employment opportunity in all aspects of employment and employee relations, including recruitment, hiring, training and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and all other terms, conditions, and privileges of employment in accordance with applicable federal, state, and local laws. If you need an accommodation seeking employment with Mercer Advisors, please email . Accommodations are made on a case-by-case basis. This email is for accommodation requests only. We are unable to respond to general inquiries sent to this email address. Applicants have rights under federal employment laws: • Family and Medical Leave Act (FMLA), • Employee Polygraph Protection Act (EPPA), • E-Verify, • Right to Work If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here. CCPA Notice at Collection

Job Description 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: Tax is the foundation of planning at Mercer Advisors. Our Team is a dedicated team of professionals who work in conjunction with our wealth advisors, and other in-house experts, to provide tax planning and compliance services to our clients. We are looking for a Tax Director to join our Tax team to deliver tax planning strategies for our high-net-worth and ultra-high net worth (UHNW) clients. We are looking for someone who loves client service but does not enjoy the headaches of a traditional public accounting firm. We offer a great work/life balance, a fun and supportive environment, and the chance to work directly with a wide variety of clients. We do not do audits or assurance work, and there are no business development requirements. As a member of the Tax Team, the Tax Director is primarily responsible for leading and deepening client relationships, reviewing and signing income tax returns, delivering tax projections and analysis for our UHNW clients. The Tax Director is personable, demonstrates superior communication skills, and possesses the flexibility to multi-task in a fast-paced tax preparation environment. Unlike other firms, Mercer has a dedicated Sales team so that our wealth advisors and tax experts can focus exclusively on their clients. Our Tax Directors are client-focused fiduciaries who take pride in utilizing their advanced knowledge of tax and their superior relationship skills to diagnose the needs of clients and propose solutions that fit each client's unique scenario. Essential Job Functions will include: • Partners with UHNW clients to identify their tax goals, analyze their tax landscape and develop recommendations that help them work towards their tax and financial planning objectives., • Communicates complex tax solutions to clients, utilizing interpersonal communication and relationship building skills., • Ensures client retention by building meaningful and long-lasting relationships, alongside the development and implementation of appropriate tax and financial planning solutions., • Review and sign individual, gift, trust, corporate and partnership tax returns for a UHNW clients, • Provide insight on clients' current entity structures, family businesses, corporate tax issues and philanthropic strategies., • Research and analyze sophisticated models of wealth transfer and philanthropic strategies for clients, incorporating federal and state income tax consequences., • Responsible for clear & concise communication with clients on all matters related to the delivery of tax strategy and income tax returns, • Work with tax staff to respond to tax notices and review of correspondence, • Assist with the advancement of technical knowledge and mentorship of less experienced tax team members, • Minimum 15+ years of public accounting experience, or equivalent tax experience, • Advanced degree or designation required (e.g., CPA or JD, MS/LLM), • Advanced tax code knowledge, application and accounting skills, • Experience with CCH suite, a plus, • Highly organized, • Ability to communicate concepts to clients and advisors in concise and understandable fashion, • Must be detail-oriented and have excellent time-management skills, • Team player, collaborative and able to work in concert with others Work Schedule: This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM, and Saturdays as needed during tax season. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs. Working Conditions: This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs. #LI-Remote 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 $180,000—$225,000 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 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 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 . 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

Job Description 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 Sr. Manager of Revenue Operation Analytics will work closely with the SVP of Client Development Sales revenue and Operations and the Head of Direct Client Development to optimize Mercer Advisors' direct-to-consumer engine to achieve its ambitious client acquisition goals. Mercer Advisors is uniquely positioned within the RIA space to be an industry leader in digital marketing and sales, and this Director will play a crucial role in developing Mercer Advisors' strategy through analytics. The Sr. Manager of Analytics must have a proven track record of overseeing marketing, sales, and customer analytics, leveraging data to drive performance across the funnel and informing strategic growth opportunities. Candidates should have experience leading both standardized reporting and leadership updates, as well as ad-hoc deep dive analyses to recommend opportunities for growth. Essential Job Functions for this role include: • Monitor performance across the funnel & analyze results, • Track through-funnel performance with a view into campaign performance/spend and sales team performance/capacity, providing clear KPIs on a regular basis; proactively flag changes in performance and identify root causes., • Track the performance of specific initiatives aimed at driving growth (e.g., sales cadences/touchpoints, tools) via A/B testing, cohort analysis, etc., • Provide optimization recommendations & drive the learning agenda, • Lead regular deep dives into areas of opportunity across both marketing and sales, e.g., analyzing the viability of new marketing channels, projecting the effectiveness of rolling out specific tools., • Conduct analysis of prospect data to drive recommendations for growth., • Identify areas for optimization in campaign or team performance and coordinate cross-functionally to assign owners and next steps; provide testing recommendations based on in-depth analysis., • Liaise cross-functionally and with executives, • Drive analysis to inform executive readouts, focused on synthesizing opportunities to improve the health of the business based on both real-time (e.g., revenue closed in month) and projected indicators., • Syndicate with key business stakeholders as necessary to align on implications and action items., • Own channel reports and dashboard structure, • Ensure data alignment across dashboards and data sources, i.e., Salesforce, Marketing Cloud, Google, Meta, LinkedIn, PowerBI; lead initiatives as needed to improve data governance., • Identify and implement fixes for errors in reporting/dashboards, both automated (PBI) and Excel-based in coordination with BI team., • Scope new views to build to inform strategic optimizations in coordination with finance and BI teams., • Drive the integration of advanced analytics techniques such as predictive modeling, machine learning, and advanced segmentation into the business. Knowledge, Skills, and Abilities: • 10+ years of marketing and sales analytical experience, ideally within financial services and/or industries with a multi-step sales funnel (i.e., lead generation via marketing to sales close) or experience in management consulting for marketing and sales., • High degree of proficiency and expertise within Salesforce, Salesforce Marketing Cloud, PowerBI, and paid media channels (Meta, Google, LinkedIn)., • Very strong analytical problem-solving skills and data-driven decision-making., • Understanding of basic digital marketing measurement including A/B testing, incrementality testing, multi-touch attribution, and mix modeling., • Understanding of through-funnel sales performance measurement including cohort tracking and projections., • Coding experience for data science preferred (Python, SQL, etc.)., • Bachelor's degree., • Detail-oriented, accurate, and with strong organizational skills., • Strong written and verbal communication, and interpersonal skills., • Ability to maintain a professional demeanor under all circumstances and possess executive presence with senior leaders across the organization., • Capacity to manage multiple tasks and prioritize deliverables. Work Schedule: This professional role requires availability Monday through Friday, 8:00 AM – 5:00 PM. Working Conditions: Professional office environment, daytime hours, working inside, standing, and sitting, will be assigned to a workstation, no heavy lifting over 20 lbs. 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 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 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 . 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

Job Description 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: At Mercer, we believe in building brighter futures by helping organizations and individuals thrive. As we continue to expand our solutions and strengthen our go‑to‑market capabilities, we're seeking a Senior Manager, Revenue Operations who will play a pivotal role in shaping the operational foundation that enables our teams to deliver exceptional client outcomes. This is a high‑impact role for a collaborative, forward‑thinking operations leader with experience in SaaS or technology environments. You'll combine analytical rigor, project leadership, and strong stakeholder partnership to bring clarity, discipline, and insight to Mercer's revenue engine. Essential Job Functions for this role include: Lead with Partnership & Influence • Build trusted, consultative relationships with leaders across Sales, Client Development, Marketing, Finance, and Product., • Serve as a strategic advisor—translating business priorities into operational models and actionable insights., • Facilitate alignment across diverse stakeholder groups, creating clarity and shared ownership around key initiatives., • Lead planning, execution, and governance of major revenue operations initiatives., • Manage complex projects from concept to completion, ensuring transparency, accountability, and timely delivery., • Strengthen Mercer's GTM rhythm through consistent processes across prospecting, QBRs, and pipeline management., • Develop the documentation, frameworks, and operational playbooks that enable scale and repeatability. Elevate Insights & Revenue Intelligence • Own development of analytical models, dashboards, and KPIs that help GTM leaders make informed decisions., • Deliver analysis that illuminates pipeline health, forecast trends, channel performance, and client lifecycle metrics., • Apply deep knowledge of SaaS and subscription metrics to strengthen predictability and long‑term revenue visibility., • Enhance Salesforce workflows, reporting, and data quality to improve efficiency and seller experience., • Collaborate with platform and enablement teams to optimize Mercer's broader GTM tech stack., • Assess and recommend tools that support scale, client engagement, and operational excellence across the revenue lifecycle. Knowledge, Skills, and Abilities: • 7–10+ years in Revenue Operations, Sales Operations, or related roles., • Experience working in a SaaS or technology company, with a strong command of subscription metrics (ARR, churn, retention, expansion, CAC, LTV, etc.)., • Proven ability to influence and partner with executive and cross‑functional stakeholders., • Strong project and program management skills with a track record of leading large, multi‑team initiatives., • Analytical depth, paired with the ability to translate complex data into insights and recommendations., • Experience supporting revenue planning, forecasting, and commercial strategy., • Comfort operating in a global, matrixed organization with multiple stakeholder groups., • Ability to connect business strategy to operational execution and data-driven insights., • A proactive, thoughtful problem-solver with a passion for operational excellence., • A strong communicator who brings clarity, empathy, and structure to complex situations., • A systems thinker who sees opportunities to improve processes and create cohesion across the organization., • Someone who is energized by partnering with people and driving meaningful business impact. Work Schedule: This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs. All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period. Working Conditions: This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs. 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 $140,000—$160,000 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 Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance, • Three medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan., • Health Savings Account (HSA) with company contributions on a per pay period basis 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 with 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 (6 weeks), • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 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 Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws. Mercer Advisors provides equal employment opportunity in all aspects of employment and employee relations, including recruitment, hiring, training and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and all other terms, conditions, and privileges of employment in accordance with applicable federal, state, and local laws. If you need an accommodation seeking employment with Mercer Advisors, please email . Accommodations are made on a case-by-case basis. This email is for accommodation requests only. We are unable to respond to general inquiries sent to this email address. Applicants have rights under federal employment laws: • Family and Medical Leave Act (FMLA), • Employee Polygraph Protection Act (EPPA), • E-Verify, • Right to Work If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here. CCPA Notice at Collection

Job Description 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: We are looking for a Tax Manager I to join our Tax Team. The Tax group is a dedicated team of professionals who work in conjunction with our wealth advisors to provide tax compliance services to our high-net-worth clients. We are looking for someone who loves client service but does not enjoy the headaches of billable hours in a traditional public accounting firm. We offer a great work/life balance, a fun and supportive environment, and the chance to work directly with a wide variety of clients. We do not do audits or assurance work, and there are no business development requirements. As a member of the Tax Team, the Tax Manager I is primarily responsible for leading client relationships, preparing, reviewing and delivering income tax returns, tax projections, and analysis for our clients. The Tax Manager I has a passion for client service with experience in individual and entity tax preparation and review. The Tax Manager I is personable, demonstrates superior communication skills, and possesses the flexibility to multi-task in a fast-paced tax services environment. Essential Job Functions will include: • Prepare, review and sign tax returns for high-net-worth individuals, trusts, and businesses, • Create quarterly estimates and projections., • Responsible for clear & concise communication with clients on all matters related to the delivery of income tax returns, • Perform tax research, • Responsible for timely and accurate response to tax questions, estimates, projections, and analysis with both tax and wealth management clients, • Work with tax staff to respond to tax notices and review of correspondence, • Stays up to date on tax law and any changes, as well as communicates the effects of the law changes to clients, • Mentoring responsibility for a team of Senior Tax Associates, Tax Associates, and/or Tax Support Specialists in the local office or region, as assigned., • Minimum 5+ years of public accounting experience, or equivalent experience, • Bachelor's degree in Accounting or related field, • Strong tax code knowledge and general accounting skills, • CPA and/or EA required, • Master's degree in Tax a plus, • Experience with UltraTax and SurePrep a plus., • Highly organized and tax-oriented, • Ability to handle a large volume of activities at one time, • Ability to communicate concepts to clients and advisors in concise and understandable fashion Working Conditions: This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs. 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 $116,830.80—$137,448 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 Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance, • Three medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan., • Health Savings Account (HSA) with company contributions on a per pay period basis 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 with 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 (6 weeks), • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 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 Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws. Mercer Advisors provides equal employment opportunity in all aspects of employment and employee relations, including recruitment, hiring, training and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and all other terms, conditions, and privileges of employment in accordance with applicable federal, state, and local laws. If you need an accommodation seeking employment with Mercer Advisors, please email . Accommodations are made on a case-by-case basis. This email is for accommodation requests only. We are unable to respond to general inquiries sent to this email address. Applicants have rights under federal employment laws: • Family and Medical Leave Act (FMLA), • Employee Polygraph Protection Act (EPPA), • E-Verify, • Right to Work If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here. CCPA Notice at Collection

Job Description 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: We are seeking an experienced Managing Editor to serve as the final quality-control authority for all client- and prospect-facing marketing communications. The primary purpose of this role is to ensure that everything we publish — across email, print, digital, and presentation formats — is accurate, polished, consistent, and fully aligned with our brand and client communication standards before it goes out the door. This role is less about generating new ideas and more about protecting quality, accuracy, and execution across a high volume of materials produced by multiple teams. You will act as the last line of defense, reviewing not only the written word, but also links, formatting, capitalization, brand usage, and details that affect client trust. Essential Job Functions for this role include: Editorial Review & Quality Control • Review all written content—including articles, blogs, guides, sales collateral, PowerPoints, forms, and emails—to ensure accuracy, clarity, brand voice alignment, and AP style adherence, • Proofread and edit for grammar, spelling, tone, structure, and audience appropriateness, • Fact-check content, including financial concepts, dates, times, locations, disclosures, and links, • Manage day-to-day publishing operations, ensuring content is delivered accurately, on time, and at a high standard, • Edit and rewrite content, headlines, and subject lines as needed to better highlight core ideas, insights, and featured offerings, • Help track, analyze, and report on key performance indicators to inform editorial and content strategy, • Review and frequently write client and prospect communications, ensuring they align with our client communications style—clear, professional, and approachable, • Serve as the final editorial reviewer for all outbound emails, including newsletters, event invitations, and announcements, • Review materials produced by other marketing teams to ensure consistency with brand voice, editorial standards, and audience expectations, • Act as an editorial partner to stakeholders across marketing, helping elevate clarity and effectiveness of content Knowledge, Skills, and Abilities: • Bachelor's degree in journalism, communications, English, or a related field, or equivalent professional experience, • Strong writing, editing, and proofreading skills with exceptional attention to detail, • Experience working with AP Style (strongly preferred), • Proven ability to edit content for both accuracy and audience understanding, particularly in a professional or financial services environment, • Comfortable reviewing a high volume of content across formats and channels, • Highly organized, deadline-driven, and able to manage multiple projects simultaneously, • Experience collaborating with writers, designers, and cross-functional marketing teams, • Experience in the financial industry a plus Work Schedule: This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs. All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period. Working Conditions: This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs. 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 Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance, • Three medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan., • Health Savings Account (HSA) with company contributions on a per pay period basis 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 with 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 (6 weeks), • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 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 Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws. Mercer Advisors provides equal employment opportunity in all aspects of employment and employee relations, including recruitment, hiring, training and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and all other terms, conditions, and privileges of employment in accordance with applicable federal, state, and local laws. If you need an accommodation seeking employment with Mercer Advisors, please email . Accommodations are made on a case-by-case basis. This email is for accommodation requests only. We are unable to respond to general inquiries sent to this email address. Applicants have rights under federal employment laws: • Family and Medical Leave Act (FMLA), • Employee Polygraph Protection Act (EPPA), • E-Verify, • Right to Work If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here. CCPA Notice at Collection

Job DescriptionSalary: Are you passionate, adventurous, collaborative and impactful? Join GoldBug, a privately held woman-owned company setting the industry standard for safe and quality products. GoldBug is one of the largest branded suppliers of infant and children's apparel and accessories in the US. You can gain hands-on experience while possibly getting college credit through aApparel Accessories Product Development and Tech Design Internshipwith a family-owned company that has been around almost 60 years. GoldBug is built around a fundamental truth:in life its often the little things that make the biggest difference. Just as every baby emerges as a life altering joy wrapped in the tiniest package, we see a GoldBug as the small idea that can make the biggest impact. Whether it's our innovative design, relentless focus on product, safety, or our championing causes that support maternal health, our attention to the little details has led us for the past fifty years. We are accepting applications for ourSpring/Summer 2026 internship program. It is an unpaid internship, but the knowledge you will receive is invaluable! Position Overview: The Apparel Accessories Product Development and Tech Design intern will assist with the day-to-day operations in our office. This position is for motivated individuals who are hands-on when it comes to work. This will be a great opportunity to learn about multiple areas in the fashion accessory industry. We will work together to build skills to help with your future career goals. Responsibilities May Include: • Assist with FedEx distribution and sending, • Sample room organization, • Review samples and lab dips with supervisor for color approval, • File and organize lab dips and component approvals, • Measure and evaluate samples at various development stages, • Target costing and analyzing, • Become familiar with a product development calendar, • Navigate PLM daily, • Packaging review and approvals, • Other duties as assigned Knowledge, Skills and Abilities • Familiar with either or both Windows or Mac computer., • Familiar with MS software (Word, Excel, PowerPoint, and Outlook) or Mac Software., • Familiar with Adobe Acrobat, Illustrator & Photoshop, • Attention to detail and excellent time management and organizational skills with a sense of urgency for deadlines, • Excellent written and oral communication skills, including interpersonal skills, • Ability to recognize and react to changing work demands, • Ability to be flexible and show initiative in a change-oriented company, • Ability to thrive in a fast-paced environment Education/Experience Currently pursuing a college/university degree in Product Development or Tech Design or a recent graduate of a Product Development or Tech Design program. Completion of relevant coursework and participation in volunteer activities will be considered strong assets.

Job DescriptionBenefits: • Health insurance, • Opportunity for advancement At the Primrose School of Reunion, we offer a safe and positive learning environment with an outstanding curriculum to ensure that you can focus on what matters - making a difference in the lives of the children in our centers. And the upside? They are worth checking out • Safe and Supportive Environment, • Mentor Teachers and Subject Master support from day ONE, • Quarterly Growth Check-Ins with School Director and Yearly Contribution Increases Awarded, • Flexible Lifestyle Schedule with no weekends, no nights, and major holidays off, • Voted Number One Early Care and Learning in the United States, • Medical, Dental, and Vision Insurance, • Education perks Earn your Lead Teacher Credential for FREE, • Paid Time Off for Holidays PLUS Personal Time Off, • Bi-weekly pay with direct deposit What will I do every day? • Engage and inspire young minds with our ready-made lesson plans, designed to help children learn and grow through play., • Guide children as they explore, experiment, and discover new things - and become their superheroes in the process!, • Share mealtimes with your students, encouraging conversation and social skills while helping with spills and tears. We're an equal opportunity employer, which means you are welcome here

Job DescriptionBenefits: • 401(k), • 401(k) matching, • Dental insurance, • Health insurance, • Paid time off Primrose School at Reunion's early education team is currently seeking an infant teacher for our private infant nursery to bring your love of children and experience in childcare, daycare, or early childhood education to our team of joyful and enthusiastic teachers committed to bringing their best to the children in their care! Our schools are filled with teachers that are talented, fun, and genuinely enthusiastic about child development and learning. We encourage open collaboration and welcome open communication at our school- we are stronger together! People First Philosophy: • Individualized Professional Development Plans, • Paid time off, • Medical, dental, and vision options available, • 401K, • Tuition reimbursement, • Paid holidays, • High level of flexibility and adaptability, • Thrives in a personal development environment, • Is a champion for the greater good of their co-workers and the school, • Child Development Associate or college degree in Early Childhood Education, Child Development, or related preferred, • High school diploma or equivalent, • Must be at least 18 years old, • INS/IPS qualified preferredA Day in the Life of an Infant Teacher: As part of the Primrose Teaching Team, you commit to cultivating a positive learning environment for all children within the school. You'll capture and share with parents the important milestones in a child's day and collaborate with other passionate teachers and leaders to implement an engaging and developmentally appropriate curriculum that is provided to you. You will be fully immersed in the children's learning and gently guide their a-ha moments while nurturing their natural curiosity. You will become an avid storyteller, patty-cake professional and executive snuggler while scaffolding children's learning through play with language, materials, and activities.

Job Description 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 Wealth Path Wealth Advisor works in a client-focused, team-centered environment under the direction of one of the firm's Managing Directors and Wealth Path leadership to support the team's region-wide business development and client service efforts. Essential Job Functions for the Wealth Advisor will include: • Functioning as the primary trusted advisor to a book of 150-250 Wealth Path clients, • Ensuring retention of the firm's clients and bringing in additional assets from existing clients to move clients from Wealth Path into Custom Wealth, • Successful onboarding or transitioning of 10-50 new clients a year to obtain a client book size of 250 clients, • Supporting the team's Regional Vice Presidents and Managing Directors as a subject matter expert (SME) in the areas of investments, tax, pension, estate, insurance, and general financial planning, • Analyzing, drafting, editing, delivering, and presenting financial planning modules to clients, • Managing client communications and follow-up with clients' other advisors, • Ensuring adherence to company standards of client care, 1 annual meeting, referrals and retention, • Attending company workshops or lectures and speak to groups of potential clients when called upon, • Implementing company policies and procedure Education: • Certified Financial Planner (CFP) designation; additional certifications Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA) or Chartered Investment Consultant (CIC) would be considered, • Strong knowledge of and the ability to present investment, finance, insurance, and tax planning concepts, • Has achieved core knowledge of job skills; may spend 50% or more time on Financial Planning, • Excellent Client Focus and client-oriented position, but sales aptitude and experience is also highly desired, • Continually seeks to enhance job knowledge, learn quickly and efficiently, • Must be a humble, entrepreneurial, hardworking team player with a positive "can do" attitude, • Proficiency with MS Word, Excel, PowerPoint, and Outlook; experience with Salesforce and financial planning software preferred, • Technical and analytical training and experience in financial planning, • Demonstrated flexibility, versatility, and ability to manage multiple priorities and deliver to tight deadlines in a team environment, • Ability to work without close supervision managing and prioritizing deliverables, • Must be highly flexible and confidential with all matters, • Ability to travel up to 50% as required for local and national client meetings; plus, to national educational trainings and seminars as needed for role Competencies: Business & Technological Knowledge Industry Experience Advanced knowledge of the industry, financial products, and financial planning concepts Economic Landscape Advanced knowledge of the economic landscape/general understanding of impact on the Firm and clients Business Ops - CSU Strong working/core understanding of CSU Operations SO's - FWS Can generate and review performance reports and present recommendations to client relationship manager SO's - FP Advanced knowledge of financial planning concepts and Firm's services/offerings; Financial Planning software and comparison tools; provides project management of client assignments; can analyze, draft, edit, deliver, and present financial planning modules to clients Wealth Management Strong core understanding of our investments and ISG; perform asset allocation and analysis for portfolio reviews/investment research; Can prepare reports to illustrate trends and possible risks of various investment opportunities Core Tech/Platforms Expert use of all Core Technology (Microsoft Office, Box, Custodian Sites, Task Mgmt tools, Salesforce, Docusign) Compliance Comprehensive understanding of compliance requirements INTERPERSONAL EFFECTIVENESS Teamwork & Collaboration Role model for cross-Firm teamwork and collaboration Work Environment Role model for contributing to a positive work environment Balancing Priorities Balances competing priorities and manages time pressures with composure Trustworthiness Instills trust across the Firm as someone who can be counted on for honesty, integrity, and reliability Professional Presence If needed, can facilitate aspects of client, team meetings and internal trainings; participates appropriately in business/social functions Communications Presents oral and written communications in a concise and well-organized form CLIENT FOCUS & ACCOUNTABILITY Client Service Assists in the development of materials for client meetings and follow-ups. Proactively seeks opportunities to provide support to Wealth Advisors Resource Coordination Begins to establish internal resource channels needed to deliver high quality work on a timely basis Growth Mindset Can play a supporting role in business development activity/activities; beginning to build a network of business contacts in the market Quality Takes responsibility for ensuring work quality LEADERSHIP Guiding Principles Consistently demonstrates full commitment to Firm vision and values Talent Development & Team Leadership Formally involved in training, coaching, and mentoring more junior employees; leads planners in the production of client deliverables; ensures that planners are developing. Seeks new leadership opportunities. Innovation & Change Management Identifies opportunities for improvement and proposes solutions Firm-building Represents the Firm in a professional manner Driving Results Partners with others to support achievement of KPI goals Work Schedule: Business hours Monday through Friday. Working Conditions: Professional office environment. Working inside. Standing and sitting. Will be assigned to a work station. Travel assumed at up to 50% of the time for client needs and/or required internal or external trainings. #LI-Hybrid The annualized base salary range for this role is based on factors including, but not limited to, experience, skillset, and geographic location where work is performed. In addition to base salary, this position is also eligible to earn an annual bonus and other incentive compensation. This position may also be eligible for a comprehensive benefits package, which includes: • Medical, dental, and vision coverage, • Life insurance, • 401(k) contributions, • Health Savings Account (HSA), • Short- and long-term disability, • Additional benefits designed to support your health and financial well-being Base Pay Range$85,000—$145,000 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 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 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 . 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

Job Description 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 Service Operations Associate I is a critical operational role within the Client Service department, responsible for executing the administrative and transactional functions that support the firm's service delivery. This centralized team works from a shared queue to ensure timely and accurate processing of client requests, including paperwork, money movement, account maintenance, and custodial interactions. This role is designed to complement the Relationship Manager (RM) function by handling the behind-the-scenes execution that enables a seamless client experience. While not client-facing, the Service Operations Associate I plays a vital role in maintaining operational excellence, regulatory compliance, and service consistency. This position offers a clear career path to Service Operations Associate II and III, with increasing levels of complexity, ownership, and leadership within the operations function. Essential Job Functions for this role include: Operational Execution • Process client paperwork, forms, and documentation with accuracy and efficiency., • Execute money movement requests, including wires, ACH transfers, and journal entries, in accordance with firm and custodial policies., • Monitor and manage service requests in a centralized queue, ensuring timely resolution and escalation when needed., • Serve as a liaison with custodians and third-party platforms to resolve operational issues and facilitate transactions., • Stay current on custodial procedures, platform updates, and regulatory requirements., • Partner with Relationship Managers and Wealth Advisors to support client service delivery through accurate execution., • Collaborate with internal departments (e.g., compliance, financial planning, investment operations) to ensure alignment and efficiency., • Participate in team meetings and contribute to process improvement initiatives., • Identify and report operational inefficiencies or recurring issues., • Assist in documenting and refining standard operating procedures (SOPs)., • Service Operations Associate II: Increased ownership of complex transactions, custodial relationships, and process improvement initiatives., • Service Operations Associate III: Leadership within the operations team, mentoring junior associates, and driving strategic operational enhancements. Knowledge, Skills, & Abilities: Education: • High School diploma with a Bachelor's degree highly preferred Experience: • Two to Four years of job related experience, • Financial services industry required, • 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 Work Schedule: This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs. All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period. Working Conditions: This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. 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 $53,550.07—$63,000.08 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 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 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 . 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

Job Description Location: The territory for this role covers the Denver, Colorado and surrounding areas. We are seeking an experienced Organ Health Specialist (OHS) to join our growing Organ Health sales team! In this role, you will drive revenue growth and market development within the nephrology and transplant markets by cultivating and maintaining key relationships, executing strategic business plans, and promoting the adoption of both existing and newly launched products. Your expertise and insights will play a critical role in advancing our mission to support healthcare providers with innovative diagnostic tools. The ideal candidate is a results-driven professional with a proactive mindset, adept at navigating complex sales environments and overcoming challenges. If you're passionate about improving chronic kidney disease patient care and excel in a fast-paced, competitive sales environment, we encourage you to apply. Responsibilities As an Organ Health Specialist, you will promote and sell Renasight, a genetic test designed to identify potential genetic causes of kidney disease and assess hereditary risks based on family history. Renasight analyzes 385 genes associated with chronic kidney disease (CKD), providing critical insights for patient care and management. In addition to Renasight, you will also sell Prospera, a genetic test for organ transplant that detects otherwise undetected rejection events, helping to prevent potential loss of a transplanted organ. • Achieve and exceed performance goals through effective sales strategies, client relationship building, and territory management., • Drive market adoption of Natera's products, contributing to successful product launches and market expansion., • Serve as a local expert on Natera's technology and services, representing the company with professionalism and technical expertise., • Bachelor's Degree or equivalent educational background., • A minimum of 3-5 years of progressive sales experience, ideally within the diagnostic or lab-developed test industry., • Proven track record of closing sales, building client relationships, and driving revenue growth., • Existing relationships with key opinion leaders (KOLs) in nephrology or specialty medicine., • Knowledge of academic medical systems and large hospital systems (IDNs) related to nephrology or specialty medicine., • Proven ability to collaborate with diverse teams to define and execute strategic plans effectively., • Demonstrates a hunter mentality with a proven track record of successfully growing and managing a territory., • Strong problem-solving skills with a creative and independent approach to overcoming challenges., • Exceptional interpersonal, presentation, and communication skills, fostering meaningful connections and delivering impactful results. The pay range is listed and actual compensation packages are based on a wide array of factors unique to each candidate, including but not limited to skill set, years & depth of experience, certifications and specific office location. This may differ in other locations due to cost of labor considerations.Remote USA$180,000—$200,000 USD OUR OPPORTUNITY Natera™ is a global leader in cell-free DNA (cfDNA) testing, dedicated to oncology, women's health, and organ health. Our aim is to make personalized genetic testing and diagnostics part of the standard of care to protect health and enable earlier and more targeted interventions that lead to longer, healthier lives. The Natera team consists of highly dedicated statisticians, geneticists, doctors, laboratory scientists, business professionals, software engineers and many other professionals from world-class institutions, who care deeply for our work and each other. When you join Natera, you'll work hard and grow quickly. Working alongside the elite of the industry, you'll be stretched and challenged, and take pride in being part of a company that is changing the landscape of genetic disease management. WHAT WE OFFER Competitive Benefits - Employee benefits include comprehensive medical, dental, vision, life and disability plans for eligible employees and their dependents. Additionally, Natera employees and their immediate families receive free testing in addition to fertility care benefits. Other benefits include pregnancy and baby bonding leave, 401k benefits, commuter benefits and much more. We also offer a generous employee referral program! For more information, visit . Natera is proud to be an Equal Opportunity Employer. We are committed to ensuring a diverse and inclusive workplace environment, and welcome people of different backgrounds, experiences, abilities and perspectives. Inclusive collaboration benefits our employees, our community and our patients, and is critical to our mission of changing the management of disease worldwide. All qualified applicants are encouraged to apply, and will be considered without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, age, veteran status, disability or any other legally protected status. We also consider qualified applicants regardless of criminal histories, consistent with applicable laws. If you are based in California, we encourage you to read this important information for California residents. Link: Please be advised that Natera will reach out to candidates with a @natera.com email domain ONLY. Email communications from all other domain names are not from Natera or its employees and are fraudulent. Natera does not request interviews via text messages and does not ask for personal information until a candidate has engaged with the company and has spoken to a recruiter and the hiring team. Natera takes cyber crimes seriously, and will collaborate with law enforcement authorities to prosecute any related cyber crimes. For more information: • BBB announcement on job scams, • FBI Cyber Crime resource page

Job Description Looking to level up your career and boost your income? At Voyage Healthcare, we help connect nurses, therapists, and allied health pros with high-paying travel jobs at top-rated facilities across the U.S. With thousands of openings nationwide, you can earn up to $3,500+ per week (depending on your specialty, location, housing, and benefits)—all while making a real impact on the communities that need you most. Let your next adventure start with us! Position: RN-Mother Baby (Travel/Contract) We're hiring experienced RN-Mother Baby for a 13-week contract in Denver, Colorado — earn up to ($1670 - $1757 per week) while providing essential care at a leading facility. Most candidates will need to have at least 2 years of recent experience in the specialty. Apply & Call us today at 800-798-6035 for details on this opportunity. Position Details Specialty: RN-Mother Baby Location: Denver, Colorado Employment Type: Travel/Contract Pay: $1670 - $1757 per week Shift: 3x12 Nights Start Date: ASAP Contract Length: 13-week

Job Description 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 Director, Strategic Partnerships will serve as the lead liaison between Mercer Advisors and key outside business partners, working closely with cross-functional teams internally to identify new opportunities, negotiate mutually beneficial agreements, develop processes for lead generation & intake, and successfully launch new initiatives within our sales infrastructure. The Director of Strategic Partnerships must possess a unique skill set to succeed in this highly dynamic role. With a focus on relationship building, communication, and negotiation, the Director of Strategic Partnerships will play a vital role in driving revenue and expanding the firm's reach. Reporting to the Executive Managing Director of Client Development, the new Director, Strategic Partnerships will: • Own and manage the strategy and processes associated with building and maintaining a network focused on driving growth of our high net worth opportunities and centers of influence, • Lead a cross-functional effort across product, engineering, client development, operations, marketing, legal, compliance and finance to drive partnership success, • Identify and negotiate partnership expansion efforts, including the launch of new strategies, unlocking new markets, developing new go-to-market pathways, and improving collaboration, • Set the long-term vision, strategy, and goals for each partnership, while ensuring seamless day to day operations and support, • Support new business development efforts and the evolution of our partnerships strategy, • Strategic thinking and planning: ability to identify potential partnerships, evaluate their value, and develop a plan to establish and grow the partnership., • Relationship building: strong interpersonal skills, ability to build and maintain strong relationships with partners and internal teams., • Communication: excellent verbal and written communication skills, ability to clearly articulate the company's value proposition and negotiate terms with partners., • Negotiation: strong negotiation skills, ability to effectively negotiate mutually beneficial agreements with partners., • Networking: extensive network in relevant industries, ability to make connections and build relationships with potential partners., • Market and industry knowledge: comprehensive understanding of the market and industry trends, ability to identify new partnership opportunities., • Project management: ability to manage multiple partnerships and projects concurrently, ensuring successful execution and delivery., • Financial acumen: understanding of financial metrics, ability to evaluate the financial impact of partnerships and make data-driven decisions. Working Conditions: Professional office environment. Working inside. Standing and sitting. Will be assigned to a work station. 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 $212,500—$250,000 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 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 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 . 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

Job DescriptionSalary: Are you passionate, adventurous, collaborative and impactful? Join GoldBug, a privately held woman-owned company setting the industry standard for safe and quality products. GoldBug is one of the largest branded suppliers of infant and children's apparel and accessories in the US. You can gain hands-on experience while possibly getting college credit through aMerchandising Internshipwith a family-owned company that has been around almost 60 years. GoldBug is built around a fundamental truth:in life its often the little things that make the biggest difference. Just as every baby emerges as a life altering joy wrapped in the tiniest package, we see a GoldBug as the small idea that can make the biggest impact. Whether it's our innovative design, relentless focus on product, safety, or our championing causes that support maternal health, our attention to the little details has led us for the past fifty years. We are accepting applications for ourSpring/Summer 2026 internship program. It is an unpaid internship, but the knowledge you will receive is invaluable! Position Overview: The Merchandising intern will assist with the day-to-day operations in our office. This position is for motivated individuals who are hands-on when it comes to work. This will be a great opportunity to learn about multiple areas in the fashion accessory industry. We will work together to build skills to help with your future career goals. Responsibilities May Include: • Shadow Merchants throughout the full product lifecycle, • Support all photoshoot activities and fulfill photography-related needs, • Manage and ship product gifting to support marketing and brand activation efforts, • Develop proficiency in Goldbugs PLM (Product Lifecycle Management) system, • Organize and set up seasonal product assortments in conference room, • Conduct market analysis and trend research, • Perform additional duties and special projects as assigned to support merchandising, and crossfunctional teams Knowledge, Skills and Abilities • Familiar with Windows and MS office software, • Attention to detail and excellent time management and organizational skills with a sense of urgency for deadlines, • Excellent written and oral communication skills, including interpersonal skills, • Ability to recognize and react to changing work demands, • Ability to be flexible and show initiative in a change-oriented company, • Ability to thrive in a fast-paced environment Education/Experience Currently pursuing a college/university degree in Merchandising or a recent graduate of a Merchandising program. Completion of relevant coursework and participation in volunteer activities will be considered strong assets.

Job Description 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 We're excited to share this role on the Business Intelligence Team which is part of the larger Finance organization. Reporting to and working in close collaboration with the Director of Business Intelligence as part of the dynamic team that reports business results, informs strategic action, and implements special projects at a fast-pace growing mid-sized company. The scope of the Business Intelligence team includes: Reporting and Data Visualization. We design and architect the front-end for compelling, best-in-class data visualization solutions that support Client Service, Sales, Finance, Senior Leadership, and the Board. Strategic Analytics. We conduct detailed analysis to answer strategic business questions like understanding variations in Advisor productivity and Sales results, developing insights around client retention, measuring channel opportunity and supporting our Partner Development team as they evaluate prospective M&A opportunities. This person should demonstrate analytical skills when partnering with business owners by sharing recommendations and solutions. Data Integration. We combine data from a variety of sources and business areas; leveraging custom data pipelines (Python, SQL, etc.) to extract, transform, and load to our data warehouse. The BI team has a culture of collaborating to drive continuous reliability and automation enhancements in our reporting processes. Team members are "full-stack" BI developers by creating our own ETL jobs and loading tables in addition to creating reports and analyses. Essential Job Functions The Senior Business Intelligence Analyst will develop and oversee reports and tools that indicate performance of key elements of the Mercer business and identify levers for improvement. The focus for this role is Sales & Marketing Analytics and Reporting and Client Service Operational Performance. The portfolio of projects is anticipated to initially include: • Sales & Marketing Analytics and Reporting – Develop and maintain analytics tools, dashboards, and data sources to assist firm leaders in the Sales and Marketing functions in effectively sourcing and converting new business leads including:, • Sales Analytics – Build dashboards and reporting to measure sales performance, drive decisions, and highlight opportunities to improve sales effectiveness., • Marketing Analytics – Analyze marketing campaign performance, lead generation activity, and funnel conversion to support strategic decision making., • Pipeline Data – Design and maintain scalable data sources ensuring consistency, flexibility, and usability. Cleanse, tag, and structure sales data to ensure accuracy and alignment across systems. Perform ongoing data quality checks and implement processes to improve data integrity., • Leadership Support – Collaborate with executive leadership, including the Head of Client Development, SVP of Client Development and Revenue Operations, as well as Chief Marketing Officer, and their teams to measure and enhance new client sourcing measurements and level of performance, • Client Service Operational Performance – Collaborate with Head of Client Service, Chief Solutions Officer and SVP, Investment Platform Operations to deliver continuous productivity improvement and exceed client expectations., • Performance Metrics – Develop data sources, metrics, and dashboards that enable client service to understand performance and ensure SLAs are met., • Workflows – Create workflow tools and dashboards that assist in operational groups assigning out and completing tasks associated with serving clients., • Automation – Implement automation to identify potential delivery challenges, enabling proactive resolution to enhance client satisfaction. Key technologies today are Orion, Salesforce, Power BI, Azure Synapse, Python, and Microsoft Office. Qualifications • 3 – 7 years of data analytics, statistics, and/or reporting experience, • Bachelor's degree from a selective, accredited institution required (with preference to the fields of Business, Economics, Accounting, Finance, or STEM disciplines), • Successful completion of analytic coursework (e.g., economics, mathematics, physical sciences), • Results-oriented with proven ability to thrive in a fast-paced team environment, • Self-motivated and proactive with aptitude for critical thinking and problem solving, • Exceptional and persuasive communicator and facilitator with the ability to effectively interface with executive management, • Shows flexibility and adaptability in an environment with rapidly changing business and technology needs, • Curiosity to learn new skills and eagerness to form new relationships 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 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 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 . 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

Job Description 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 Senior Portfolio Consultant I assumes a critical role in executing investment implementations for complex portfolio transitions and high net worth clients. This role is deeply involved in the investment process, serving as a point person for newly acquired firms assimilating to our investment platform and models. In addition, this role is pivotal in supporting the firm's organic growth by developing investment deliverables for prospective clients. Collaborating closely with Wealth Advisors, Operations, Portfolio Management, Compliance, and Trading departments, this role ensures strategic alignment and delivers exceptional service. Responsibilities include handling implementations for sophisticated investment portfolios and providing valuable insights to optimize client portfolios and enhance the client experience. This role provides excellent opportunity for career acceleration and advancement to many areas within the company including Portfolio Management, Investment Operations, and Wealth Management. Essential Job Functions will include: Concierge Level Service & Communication * • Communicate investment philosophy and available investment strategies clearly and effectively., • Provide status updates on portfolio implementations proactively and timely., • Deliver an excellent experience to our Wealth Advisor Teams in developing and implementing investment strategies, • Must have the ability to work both independently as well as within a team on multiple time-sensitive projects with a high degree of accuracy and attention to detail., • Support new Portfolio Consultants with developing core competencies within investment platform., • Demonstrate a comprehensive understanding of capital markets and portfolio design & management., • Ability to effectively match Advisor implementation goals with available investment strategies., • Expertise in complex investment vehicles, models, and platform, including public and private markets., • Drafting, supporting, and auditing Envestnet proposals (and related software deliverables) for Wealth Management Teams., • Understanding of account configuration options including cash reserves, rebalancing frequency, and do-not-buy / do-not-sell restrictions, • Strong grasp on overall process & workflow to help troubleshoot portfolio inquiries., • Collaborate with key central teams to coordinate process improvement., • Responsible for managing standardized workflows and investment processes, • Manage portfolio implementations concurrently to meet or exceed Service Level Agreements, • Audit implementations to ensure outcome is consistent with target portfolio objectives, • Bachelor's degree from an accredited institution preferred (preferably Business, Economics, Psychology, or Finance related), • CFP® and/or Series 65 required, • CFA or advanced degree preferred, • Minimum 4 years of financial industry related experience, • Working knowledge of Envestnet, Orion and Morningstar preferred, • Advanced knowledge of MS Excel preferred, including advanced data analytics, • Strong problem-solving experience and skills, • Excellent analytical and organizational skills, • Strong communication skills, both written and verbal and highly collaborative approach, • Organized and detail oriented Working Conditions: This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs. Travel assumed up to 10% of the time. 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 $80,750—$95,000 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 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 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 . 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

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Direct care units include Mother/Baby, Labor and Delivery - Birth Center, Women's Care and NICU. RN Mom Baby Metro/Denver Float Pool. Mom Baby Metro/Denver Float Pool.

Direct care units include Mother/Baby, Labor and Delivery - Birth Center, Women's Care and NICU.

RN Mom Baby Metro/Denver Float Pool. Mom Baby Metro/Denver Float Pool. Direct care units include Mother/Baby, Labor and Delivery - Birth Center, Women's Care and NICU.

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