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Mercer Advisors · 4 hours ago

Partner Integration Associate Project Manager

United States

Full-time

Hybrid

Mid Level

3+ years exp

Mercer Advisors is a leading independent financial services firm that integrates various financial planning services for families across the U.S. The Partner Integration Associate Project Manager will play a crucial role in the integration of acquired registered investment advisor firms, focusing on data management projects and ensuring adherence to project timelines while collaborating with internal and external stakeholders.

AdviceAsset ManagementBusiness DevelopmentFinancial ServicesInsuranceWealth Management

Responsibilities

Support, assist and take direction from Sr. Project Managers in integrating multiple acquired firms simultaneously

Managing the transition of clients to Mercer agreements, including the creation of individual agreements, dissemination to clients and tracking and archiving executed agreements

Assist in the transition of custodial relationships from the acquired firm to Mercer Advisors

Facilitate the structuring and mapping of acquired firms’ client relationship management systems to Mercer’s Salesforce

Support other integration process sequences, including in the areas of compliance, marketing and information technology (as directed and with guidance provided)

Record integration target deadline dates, generate progress reports and hold internal stakeholders accountable for meeting deadlines

Assist in the preparation of agendas for biweekly integration status update meetings with acquired firms, attend and participate in those meetings, and lead those meetings in the absence of Sr. Project Managers

Be the facilitator of the change management of business tasks and processes. Work proactively with the acquired firm and existing Mercer departments and Partner Development Team to facilitate a seamless transition while knowing when to manage up, down, or across business functions to mitigate roadblocks/stressors that exist within migrations depending heavily on organizational and active listening skills

Qualification

Investment operations knowledgeMicrosoft Excel proficiencyProject management skillsData managementClient-centric approachCommunication skillsOrganizational skillsTeam collaboration

Required

Minimum three to five years of financial services industry experience with a high level of knowledge of investment operations

Possess superior communication and project management skills to coordinate multiple stakeholders, overcome individual employee's resistance and other obstacles and drive stakeholders to the desired, successful outcome

Expressly focused on 'getting things done' and works easily through roadblocks and obstacles

Excellent proficiency in Microsoft Excel

Naturally curious with a desire to learn new processes with a desire to document and continuously improve workflows on an ongoing basis

Client-centric approach required

Superior verbal, written, analytical and organizational skills

Experience working with high-level, busy professionals in a demanding environment with specific knowledge with how to interface with entrepreneurial, 'Type A' personalities

Enjoy being part of a team

Must be highly flexible and confidential with all matters

Benefits

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 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

Pet Insurance