Why Work at Mercer Advisors?

For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.

Today, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*

Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.

Join us and help families amplify and simplify their financial lives with confidence.

* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology here.

Job Summary:

The Vice President of Trading, Operations & Billing is a leadership role responsible for the oversight, evolution, and scalability of Mercer Advisors’ investment operations platform. This includes end-to-end accountability for trading execution, operations, advisory fee billing, and supporting infrastructure across a national RIA managing over $100 billion in client assets.

The role leads a multi-functional team of 60+ professionals spanning Trading, Operations, and Billing. The role has a meaningful and direct impact on the client and advisor experience, by ensuring the teams closest to the clients (our service and wealth management teams) have the operational accuracy, responsiveness, consistency and partnership needed to deliver our Mercer Advisors’ promises.

This role plays a critical part in bringing Mercer Advisors’ institutional-grade investment platform and fiduciary promise to life by ensuring operational excellence, consistency, and risk management across all client portfolios, while creating a high-quality experience for advisors, client service teams, and internal partners who rely on Investment Platform Operations every day.

As a key leader within the Investment organization, the VP will drive a culture of continuous improvement, process redesign, and operational scalability, while building and mentoring next-generation leaders across Trading, Operations, and Billing functions.

Essential Job Functions for this role include:

1. Platform Leadership & Strategy

Lead the strategic direction and execution of Trading, Operations and Billing functions to support firm growth, scale, and client experience
Evolve the operating model to align with Mercer Advisors’ integrated family office approach, ensuring seamless coordination across advisory, portfolio management, and service teams
Partner with CIO, Investment Committee, and Technology leadership to continuously enhance the investment platform

2. Culture of Continuous Improvement

Establish and embed a continuous improvement mindset across all functions, driving measurable gains in efficiency, scalability, and quality
Lead process redesign initiatives to simplify workflows, eliminate redundancies, and improve speed, accuracy and ease of doing business for clients and client-facing teams.
Enhance operational KPIs and dashboards to track performance, risk, throughput, service quality, and client and team experience indicators.
Use operational data, feedback from advisors and service teams, and issue trends to identify opportunities to continuously improve client outcomes and team experience.
Attract, hire, and develop team members with a builder's mindset: people who actively look for ways to automate and simplify their own work, and who see that as a path to growth into higher-value, more strategic responsibilities.

3. Fiduciary Oversight & Risk Management

Ensure all operational processes and trading activities meet the firm’s fiduciary standard and regulatory obligations
Strengthen governance frameworks, controls, and audit readiness across investment operations, account operations, trading, and billing

Partner closely with Compliance and Risk to ensure consistency, documentation, and adherence to policies

4. Trading & Execution Excellence

Oversee best execution practices, trading strategy implementation, and system optimization
Ensure scalability and precision across portfolio implementation, rebalancing, and trading workflows
Act as business owner to evaluate and enhance trading technologies, automation, and vendor partnerships

5. Operations & Billing Leadership

Lead operational functions including operations, portfolio accounting, reconciliation, performance reporting, and client billing
Ensure accuracy, timeliness, and consistency across all client accounts and reporting outputs
Drive modernization of billing processes, controls, and transparency, increasing collection accuracy and timeliness
Ensure appropriate processes are in place to support custodial coordination including various custodial alerts.

6. Talent Development & Team Leadership

Build, mentor, and develop next-generation leaders across Trading, Operations, and Billing
Establish clear career paths, succession plans, and leadership development programs for Trading, Operations and Billing teams
Foster a high-performance culture grounded in accountability, collaboration, and continuous learning

7. Client-Facing Team Partnership & Cross-Functional Collaboration

Serve as a trusted partner to advisor, client service, Portfolio Consulting, Technology, Portfolio Management Group, Compliance, Partner Success, Enablement, and Finance teams to ensure operational support is aligned with client and business needs.
Strengthen the partnership model between Investment Platform Operations and client-facing teams, ensuring issues are triaged clearly, escalations are handled with urgency, and communication is timely, accurate and solution oriented.
Translate operational complexity into clear guidance, reliable processes, and effective support so client-facing teams can deliver consistent, high-quality client experiences.
Act as senior escalation point for complex operational or client-impacting issues, balancing responsiveness, risk management, and long-term process improvement.
Represent Investment Platform Operations in firm-wide initiatives, integrations, and strategic projects with a focus on improving client outcomes, advisor efficiency and team experience.

Leadership Expectations

Lead with a fiduciary-first mindset, ensuring client outcomes always come first
Drive clarity and accountability across complex, cross-functional processes
Champion innovation and change, balancing agility with disciplined execution
Develop leaders, not just teams, building long-term organizational capability
Operate with enterprise perspective, aligning local execution with national platform strategy
Enable an excellent client and team experience, ensuring operational decisions, communication, and service models support the advisors and teams responsible for delivering Mercer Advisors’ promise to clients.

Why This Role Matters

This role is critical to ensuring Mercer Advisors continues to deliver institutional-quality investment execution at scale, while maintaining the boutique, client-centric experience that defines its family office model. By leading the teams responsible for the operational founding behind trading, account operation, investment operations and billing, the VP enables advisors and client facing teams to serve clients with greater confidence, consistency and responsiveness.

The VP will directly influence how effectively the firm translates its investment philosophy and fiduciary commitment into operational excellence, enabling advisors and clients to fully realize the value of Mercer Advisors’ integrated platform.

Knowledge, Skills, and Abilities:

10+ years of progressive experience in operations, trading, or wealth/investment management platforms
Demonstrated leadership experience managing large, multi-functional teams
Deep understanding of operations, trading systems, and billing processes within an RIA or institutional platform
Strong knowledge of fiduciary standards, compliance, and operational risk frameworks
Proven track record driving process transformation, automation, and operational scale. Six Sigma green or yellow belt certifications, Kaizen, or other process improvement methodologies preferred
Exceptional communication, leadership, and stakeholder management skills

Preferred:

Series 65 (or ability to obtain)
CFA, CAIA, or MBA

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.

Application Deadline: The initial deadline for applications is 10/23/2026. Applications submitted after this date may still be considered on a rolling basis until the position/program is filled. We encourage all interested candidates to apply as early as possible. If a final decision has not been made by the initial deadline, subsequent applications will be reviewed as they are received.

The annualized compensation range for this role is based on factors including, but not limited to, experience, skillset, and geographic location where work is performed. The cash compensation range includes both base salary and an annual bonus. The total compensation package may include additional cash bonus amounts and other incentive compensation.

Total expected cash compensation range

$250,000—$300,000 USD

Benefits:

Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:

Company Paid Basic Life & AD&D Insurance
Company Paid Short-Term and Long-Term Disability Insurance
Supplemental Life & AD&D Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
Kaiser Medical plans available in California
Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.
Two comprehensive Dental Plans
Vision Insurance Plan
Dependent Care Savings Account for child and dependent care.
14 Company Paid Holidays including a full week off at Thanksgiving.
Generous paid time off program for vacation and sick days
Employee Assistance Plan
Family Medical Leave
Paid Parental Leave (8 weeks)
Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.
Adoption Assistance Reimbursement Program
Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.
401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option
Pet Insurance
Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing

We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.

Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.

If you need an accommodation during the application or hiring process, please email [email protected]. 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

If you are a resident of Washington State, learn more about your rights under the Washington Fair Chance Act here.

Total expected cash compensation range 250000 - 300000 USD

About the company

Mercer Advisors provides comprehensive wealth management for high-net-worth individuals and families, including customized financial planning, investment strategy, corporate trustee services, and tax, retirement, and estate planning. It works by integrating tax management with investment portfolios to improve after-tax returns, using a systematic, research-informed approach with advisory fees based on assets under management. It differentiates itself through an integrated framework that links tax strategy, investments, and estate planning, plus specialized services for women and in-house corporate trustee capabilities. Its goal is to relieve clients of day-to-day financial management so they can focus on the life they want while pursuing long-term financial success.

Company Size

1,001-5,000

Company Stage

Debt Financing

Total Funding

$2.9B

Headquarters

Denver, Colorado

Founded

1985

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Simplify's Take

What believers are saying

September 17, 2026 refinancing cuts borrowing spreads 175 basis points, saving $29 million yearly.
NorthAvenue joined August 25, 2026, expanding Mercer's Ohio Valley Women & Wealth franchise.
Cynthia Loh joined September 22, 2026, strengthening the platform behind 1,100-plus professionals.

What critics are saying

ShinyHunters targeted Mercer in March 2026, exposing client data and corporate documents.
Mercer sued ex-advisor Jeannie Seabaugh on July 8, 2026, alleging client list theft.
$1.65 billion debt and serial acquisitions increase integration strain and breach-driven reputation collapse.

What makes Mercer Advisors unique

Mercer Advisors combines national scale with boutique local teams across 110-plus locations.
Aspen, launched July 30, 2026, unifies client, advisor, tax, and planning workflows.
Its integrated trust, tax, estate, and insurance bench creates sticky family-office relationships.

Help us improve and share your feedback! Did you find this helpful?

Benefits

Health Insurance
Dental Insurance
Vision Insurance
Life Insurance
Disability Insurance
Health Savings Account/Flexible Spending Account
Unlimited Paid Time Off
Paid Vacation
Paid Sick Leave
Paid Holidays
Hybrid Work Options
401(k) Retirement Plan

Growth & Insights and Company News

Headcount

6 month growth

29%

1 year growth

34%

2 year growth

34%

Wealth Management

Oct 8th, 2026

Mercer Advisors completes $1.9B debt refinancing, adds $340M credit facility.

Mercer Advisors completes $1.9B debt refinancing, adds $340M credit facility. The Denver-based RIA entered the syndicated loan market for the first time with the move, replacing its private debt with lower-interest-rate debt and extending its financing timeline. Alex Ortolani, Senior Reporter, Wealth Management October 8, 2026 Want a quick summary? Mercer Advisors, a Denver-based registered investment advisor with $111 billion in client assets, has refinanced $1.9 billion in existing debt through a syndicated term loan with a seven-year maturity, marking its entry into the syndicated loan market, according to an announcement. It also added a $340 million revolving credit facility with a five-year maturity. The refinancing will help drive further deals for the acquisitive Mercer Advisors and provide capital to invest in its people, wealth platform and client services, according to the announcement. The move follows a period of growth for Mercer Advisors, driven in part by what the firm reports as double-digit organic growth, excluding markets, for two consecutive years. "Tapping the syndicated loan market for the first time is a milestone for our firm, and the reception we received from institutional investors speaks to the strength of the business we've built," Gün Keresteci, chief financial officer of Mercer Advisors, said in a statement. The Goldman Sachs-led debt raise was oversubscribed by funders, which included BMO Capital Markets and JPMorgan Chase, according to the announcement. The deal lowered Mercer Advisors' interest rate by 1.75 percentage points compared to its previous loan, with a further reduction to come as the firm pays down the debt, according to a spokesperson. That will help the RIA save about $35 million to $40 million in interest costs next year, plus $15 million in upfront financing costs, according to the spokesperson. "This transaction puts us in an even stronger position to keep building a firm where clients can benefit from the full strength of our platform and advisors can do the best work of their careers," CEO Dave Welling said of the refinancing. In July, Mercer showed off some of its prior investment with the launch of Aspen 2.0, the second generation of its proprietary, unified operating system, which the firm has been developing for the past year and a half. The new version is artificial intelligence-native, which seeks to have AI agents work alongside human advisors. Mercer is majority owned by private equity firms Oak Hill Capital, Genstar Capital and Altas Partners, with employees owning the remainder. Senior Reporter, Wealth Management Alex Ortolani is a New York-based senior reporter with Wealth Management with a focus on deals, moves and trends in the registered investment advisor space. In addition to financial and business reporting, he has worked in media relations and corporate communications for tech firms and Fortune 500 companies.

PLANADVISER

Sep 25th, 2026

Retirement industry people moves - 9/25/2026.

Retirement industry people moves - 9/25/2026. Sage Mountain names Danica Griffith chief growth officer; Edward Jones hires Vanguard's data chief; Mercer Advisors announces new chief platform officer; and more. Reported by Sage Mountain names Danica Griffith chief growth officer. Sage Mountain Advisors LLC, an independent registered investment adviser based in Atlanta, appointed Danica Griffith as chief growth officer, a newly created role. Griffith will oversee the firm's growth strategy, recruitment efforts and advisory team. Griffith joins the firm after nearly seven years at PNC, where she most recently served as executive vice president and chief risk and change officer. Earlier in her career, she spent more than a decade at Goldman Sachs, where she worked in private wealth management. She earned a bachelor's degree from Harvard University and an MBA from the Wharton School of the University of Pennsylvania. Sage Mountain, founded in 2018, reported advising on more than $8 billion in assets as of June 30. Edward Jones hires Vanguard's data chief. Ryan Swann joined Edward Jones Investments as the firm's chief data officer, following more than five years as Vanguard's principal and chief data analytics officer. Swann announced the appointment on LinkedIn on Monday. "Edward Jones has an outstanding reputation for putting clients first, and I couldn't be more excited to partner with such a talented, client-focused team to drive value, innovation, and impact through data and [artificial intelligence] in this next chapter," Swann wrote in a post. Prior to Vanguard, Swann served as chief data officer at Collibra and head of data management and governance at E*Trade, according to his LinkedIn profile. Mercer Advisors announces new chief platform officer. Mercer Global Advisors Inc., a registered investment adviser, appointed Cynthia Loh as chief platform officer, a newly created executive role. Loh will serve on the firm's executive leadership team and oversee a platform organization spanning technology, digital products, design and operations. Loh joins Mercer with more than two decades of experience in wealth management and financial technology. Most recently, she served as senior vice president and head of Beyond the Card at Capital One. Previously, she was head of product for Goldman Sachs' workplace wealth business; and held leadership roles at Charles Schwab, where she oversaw the Schwab Intelligent Portfolios platform; and at Betterment, where she helped launch the firm's 401(k) business. Earlier in her career, she held positions at PIMCO and Merrill Lynch. According to the announcement, Loh will help lead the continued development of Aspen, the firm's technology platform, which recently added artificial intelligence capabilities to adviser and client workflows. EP Wealth appoints new CFO. EP Wealth Advisors appointed John McConnell as chief financial officer and promoted Erin Voisin to chief client solutions officer as part of a series of executive and leadership changes. McConnell joins EP Wealth with more than 20 years of experience in corporate finance and investing. Most recently, he served as CFO of Crisp, a retail data company. At EP Wealth, he will oversee the firm's finance function and support financial planning and acquisition integration efforts. Voisin will help lead client service initiatives. EP Wealth reported managing $50.4 billion in assets under management as of August 31, 2026. Composition Wealth appoints 2 new leaders. Composition Wealth LLC, a registered investment adviser, appointed Gabrielle Glemann as general counsel and chief compliance officer and Joe Salcido as head of advisers. Glemann will oversee the firm's legal and compliance functions. She joins Composition Wealth from Cercano Management, where she served as general counsel and partner. Previously, she was director of legal and compliance at BlackRock and worked at the law firms Stoel Rives LLP and Hughes Hubbard & Reed LLP. Salcido will work with advisers on business development and practice management initiatives. Before joining Composition Wealth, he spent nearly 10 years at Edelman Financial Engines, most recently as regional director of wealth planning. Earlier in his career, he held sales, trading and operations leadership roles at Vanguard. Composition Wealth reported more than $12 billion in assets and 125 employees nationwide. Aon appoints global chief commercial officer. Aon PLC, a professional services firm, has appointed Jane Drummond as global chief commercial officer, effective January 1, 2027. Drummond will report to Andy Marcell, deputy CEO and senior executive vice president of risk capital and human capital, and serve as a member of Aon's Chicago-based executive committee. Drummond will succeed Anne Corona, who was named CEO of North America for Aon in March. Drummond will lead Aon's global market strategy, sales and growth across global solution lines and lead its global growth committee. Drummond joined the firm in 2009 and brings more than 25 years of industry experience to the role.

FA Magazine

Sep 17th, 2026

Wealth manager Mercer is taking out private credit with new loan.

Wealth manager Mercer is taking out private credit with new loan. Wealth management firm Mercer Advisors Inc. is looking to cut its borrowing costs by refinancing private debt with a $1.65 billion leveraged loan, the latest in a rush of companies ditching private credit loans for cheaper capital in the bank loan market. The private equity-owned firm is set to price the new seven-year loan on Thursday with an interest rate of 2.75 percentage points over the floating-rate benchmark and at 99.75 cents on the dollar, according to a person with knowledge of the matter. The debt offering also included a $250 million delayed draw term loan, which will go toward funding acquisitions and other investments, said the person, who asked not to be identified because the information is private. Mercer Advisors, which oversees about $111 billion in client assets, will use the proceeds to refinance around $1.6 billion in existing debt from private credit firms including KKR & Co, according to the person. The debt carries a rate of 4.5 percentage points over the benchmark, regulatory filings show. The refinancing cuts the company's borrowing margin by 1.75 percentage points, saving about $29 million annually. "This refinancing is a natural next step for us," said Gün Keresteci, Mercer's chief financial officer, who added lower costs will give the firm flexibility to better serve clients. Representatives for private equity owner Oak Hill Capital and Goldman Sachs, which led the refinancing, declined to comment. So far this year, more risky borrowers have been refinancing private debt in the syndicated markets than the other way around. Just $9.2 billion of broadly syndicated loans have been refinanced into private credit this year, while $19.5 billion has gone the other way, according to data from JPMorgan Chase & Co. and KBRA DLD published Thursday.

The Middle Market

Aug 25th, 2026

KKR Purchases Ci FLAVORS from L Catterton and Other Shareholders

KKR purchases Ci FLAVORS from L Catterton and other shareholders. KKR has agreed to acquire Ci FLAVORS from all existing shareholders, including founder Yusaku Horiuchi, L Catterton, eBeauty Group and Yanagi Capital Partners. Horiuchi and Yoshiaki Okura, representative director and CEO of Ci FLAVORS, will invest alongside KKR (NYSE: KKR) in the transaction. KKR is making the investment through its flagship Asia Pacific private equity strategy. The transaction is expected to support Ci FLAVORS' continued growth in Japan as well as international and category expansion, organizational development and strategic M&A. Founded with roots dating back to 2011, Ci FLAVORS is a Japanese beauty and lifestyle brand platform with products spanning haircare, skincare, body care and lifestyle categories. The company operates across brand sales, OEM manufacturing, direct-to-consumer and e-commerce channels, directly managed department store retail, and global ingredient and materials procurement. Ci FLAVORS has an established position in Japan's haircare market, particularly in shampoo and hair treatment products, and has expanded its overseas sales across markets including Asia and North America. LDR Partners Hires Banking Veteran Paul Murphy as Partner Murphy brings more than four decades of banking and commercial lending experience, much of it focused on businesses in Texas and the broader Gulf Coast economy. To read the entire story, you must be logged in. PE-Backed Mercer Advisors Buys NorthAvenue Financial Advocates The acquisition expands Mercer Advisors' presence in the Ohio Valley. To read the entire story, you must be logged in. Nayax Acquires Windjammer-Backed IPS Group for $350M IPS provides smart parking infrastructure to municipalities, universities and parking operators across North America, the U.K. and Ireland. To read the entire story, you must be logged in. BVP Forge Invests in Nevvon Nevvon provides training and compliance infrastructure to home care organizations, caregivers, payors and self-directed care programs. To read the entire story, you must be logged in.

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