Mercer Advisors · 1 day ago
Integrated Marketing Director
United States
Full-time
Remote
Mid, Senior Level
5+ years expMercer Advisors is a leading financial services firm dedicated to improving the financial lives of families. The Integrated Marketing Director, Women and Wealth will operationalize and launch programs focused on women clients while collaborating across departments to implement marketing campaigns and support industry engagement efforts.
AdviceAsset ManagementBusiness DevelopmentFinancial ServicesInsuranceWealth Management
Responsibilities
Partner with Marketing to stand up and execute integrated campaigns targeting specialized women-focused segments such as business owners, divorcees, widows, and professionals
Ensure campaigns align with strategic goals and deliver measurable impact
Support brand engagement through events and external partnerships
Build and manage the Women and Wealth roadmap and operating plan
Convene advisors and practice leaders into collaborative groups focused on women’s needs
Align internal teams for execution and service design
Support industry engagement through conferences, attendance and speaking opportunities, summits, and partnerships (e.g., InvestHers leadership team)
Work with Head of W&W to identify and acquire women-led or women-owned firms as strategic partners
Qualification
Required
Bachelor's or Master's degree
Minimum 5 years of experience in wealth management or financial services
Demonstrated expertise in engaging and serving UHNW women and their families
Strong client service orientation with proven experience driving retention, advisor productivity, and client acquisition
Excellent communication, presentation, and executive presence, with comfort in public speaking and media settings
Proven ability to develop and execute national strategies that drive measurable business growth
Strong time management and organizational skills in high-energy, high-volume environments
Must be a humble, entrepreneurial, hardworking team player with a positive 'can do' attitude
Proficiency in MS Excel, Word, Outlook, and PowerPoint
Flexibility to travel up to 30% required
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
Company
Mercer Advisors
Mercer Advisors is a full-service wealth management firm.
501-1000 employees
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
Altas PartnersHarvest PartnersOak Hill Capital Partners
2023-06-06Private Equity
2023-02-28Private Equity
2019-09-17Private Equity
Leadership Team
Peter Ip
Senior Vice President and Relationship Manager
Recent News
2026-01-07
2026-01-07
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