VP, Privacy
Denver, CO · On-site
Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an ... Incident Response Leadership: Assist in managing response to privacy incidents, coordinating with ...
Quick apply
Denver, CO · On-site
Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an ... Incident Response Leadership: Assist in managing response to privacy incidents, coordinating with ...
Quick apply
Denver, CO · On-site
Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an ... Incident Response Leadership: Assist in managing response to privacy incidents, coordinating with ...
Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an ... Identify and report operational inefficiencies or recurring issues. * Assist in documenting and ...
Quick apply
Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an ... Identify and report operational inefficiencies or recurring issues. * Assist in documenting and ...
Denver, CO · On-site +1
Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an ... Contribute to capital markets research and assist in the development of educational content for ...
Quick apply
Denver, CO · On-site +1
Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an ... Contribute to capital markets research and assist in the development of educational content for ...
Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an ... Identify and report operational inefficiencies or recurring issues. * Assist in documenting and ...
Quick apply
Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an ... Identify and report operational inefficiencies or recurring issues. * Assist in documenting and ...
Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an ... Identify and report operational inefficiencies or recurring issues. * Assist in documenting and ...
Quick apply
Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an ... Identify and report operational inefficiencies or recurring issues. * Assist in documenting and ...
Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an ... Identify and report operational inefficiencies or recurring issues. * Assist in documenting and ...
Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an ... Identify and report operational inefficiencies or recurring issues. * Assist in documenting and ...
Denver, CO · On-site +1
$85K - $100K/yr
Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an ... * Assist with development of policies and procedures to address deficiencies uncovered during ...
Quick apply
Denver, CO · On-site +1
$85K - $100K/yr
Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an ... * Assist with development of policies and procedures to address deficiencies uncovered during ...
Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an ... * Assist in documenting and refining standard operating procedures (SOPs), assuring accuracy and ...
New
Quick apply
Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an ... * Assist in documenting and refining standard operating procedures (SOPs), assuring accuracy and ...
New
Denver, CO · On-site
$85K - $100K/yr
... investment advisory firm (RIA) based in Chicago. We are committed to building meaningful ... gifts * Assist with tax compliance and strategic planning engagements for high-net-worth ...
Denver, CO · On-site
$85K - $100K/yr
... investment advisory firm (RIA) based in Chicago. We are committed to building meaningful ... gifts * Assist with tax compliance and strategic planning engagements for high-net-worth ...
... RIA and BD entities. In this role, you would assist in supervising the compliance programs ... Serve as liaison with the Firm's compliance consulting firm and support the Compliance Lead on ...
... RIA and BD entities. In this role, you would assist in supervising the compliance programs ... Serve as liaison with the Firm's compliance consulting firm and support the Compliance Lead on ...
$65K - $75K/yr
... * Assist with business development efforts * Coordinating timely investment process of new client ... RIA), investment management firm or broker/dealer * Experience working with Financial Planning ...
$65K - $75K/yr
... * Assist with business development efforts * Coordinating timely investment process of new client ... RIA), investment management firm or broker/dealer * Experience working with Financial Planning ...
$85K - $100K/yr
We're a growing, high-touch wealth management firm with a strong reputation and an even stronger ... Experience in wealth management, financial services, or an RIA environment * Familiarity with ...
Quick apply
$85K - $100K/yr
We're a growing, high-touch wealth management firm with a strong reputation and an even stronger ... Experience in wealth management, financial services, or an RIA environment * Familiarity with ...
Denver, CO · Hybrid
$170K - $300K/yr
Draft Firm-wide alerts on current developments * Assist with Firm-wide trainings Basic ... Strong proficiency with tax research databases (Bloomberg BNA, RIA Checkpoint) EisnerAmper is proud ...
Denver, CO · Hybrid
$170K - $300K/yr
Draft Firm-wide alerts on current developments * Assist with Firm-wide trainings Basic ... Strong proficiency with tax research databases (Bloomberg BNA, RIA Checkpoint) EisnerAmper is proud ...
Denver, CO · Hybrid
$100K - $150K/yr
Draft Firm-wide alerts on current developments in federal income tax * Assist with Firm-wide ... Strong proficiency with tax research databases (such as Bloomberg BNA and RIA Checkpoint ...
Denver, CO · Hybrid
$100K - $150K/yr
Draft Firm-wide alerts on current developments in federal income tax * Assist with Firm-wide ... Strong proficiency with tax research databases (such as Bloomberg BNA and RIA Checkpoint ...
Denver, CO · Hybrid
$100K - $150K/yr
Draft Firm-wide alerts on current developments in federal income tax * Assist with Firm-wide ... Strong proficiency with tax research databases (such as Bloomberg BNA and RIA Checkpoint ...
Denver, CO · Hybrid
$100K - $150K/yr
Draft Firm-wide alerts on current developments in federal income tax * Assist with Firm-wide ... Strong proficiency with tax research databases (such as Bloomberg BNA and RIA Checkpoint ...
$85K - $100K/yr
We're a growing, high-touch wealth management firm with a strong reputation and an even stronger ... Experience in wealth management, financial services, or an RIA environment * Familiarity with ...
Quick apply
$85K - $100K/yr
We're a growing, high-touch wealth management firm with a strong reputation and an even stronger ... Experience in wealth management, financial services, or an RIA environment * Familiarity with ...
Denver, CO · Hybrid
$170K - $300K/yr
Draft Firm-wide alerts on current developments * Assist with Firm-wide trainings Basic ... Strong proficiency with tax research databases (Bloomberg BNA, RIA Checkpoint) EisnerAmper is proud ...
Denver, CO · Hybrid
$170K - $300K/yr
Draft Firm-wide alerts on current developments * Assist with Firm-wide trainings Basic ... Strong proficiency with tax research databases (Bloomberg BNA, RIA Checkpoint) EisnerAmper is proud ...
Denver, CO · On-site
... firm's performance management process. * Demonstrate technical competence in financial planning and with investments * Assist in development of transition plans for current partners' RIA clients
Denver, CO · On-site
... firm's performance management process. * Demonstrate technical competence in financial planning and with investments * Assist in development of transition plans for current partners' RIA clients
Denver, CO · On-site
... firm's performance management process. * Demonstrate technical competence in financial planning and with investments * Assist in development of transition plans for current partners' RIA clients
Denver, CO · On-site
... firm's performance management process. * Demonstrate technical competence in financial planning and with investments * Assist in development of transition plans for current partners' RIA clients
Denver, CO · On-site
$85K - $115K/yr
Recognized by Barron's and Forbes among the nation's top RIA firms, and as one of the industry ... * Assist with underwriting new investment ideas by analyzing firm background, investment strategy ...
Denver, CO · On-site
$85K - $115K/yr
Recognized by Barron's and Forbes among the nation's top RIA firms, and as one of the industry ... * Assist with underwriting new investment ideas by analyzing firm background, investment strategy ...
| Aspect | Assistant Ria Firm | Financial Advisor Assistant |
|---|---|---|
| Credentials | Typically requires a FINRA Series 7 or 66 license, relevant financial certifications | Often requires similar licenses, with emphasis on client service and administrative skills |
| Work Environment | Located within RIA firms, supporting financial advisors in investment management | Works in financial advisory firms, assisting advisors with client interactions and administrative tasks |
| Industry Usage | Commonly used in registered investment advisory firms | Widely used across financial planning and advisory firms |
Both roles support financial professionals, often requiring similar licenses and working in similar environments. The main difference lies in the specific firm type—RIA firms versus broader financial advisory firms—though the responsibilities and credentials overlap significantly.

8.9
Based on 5 frontline employees who took The Breakroom Quiz
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, Privacy develops and implements policies, governance structures, and operational processes resulting in the responsible collection, use, storage, and protection of personal data. The Vice President, Privacy reports into the Legal Department, while partnering with Compliance, Technology, the People Team, Marketing, and executive leadership to embed privacy into business strategy and operations.
This position will be a strategic contributor to company direction and growth. The position will be adept in stakeholder management and an articulate internal and external communicator. They will have the ability to explain complex issues concisely and answer questions with appropriate detail and understanding.
This role requires strong communication, leadership, and executive presence when representing the firm with executives, employees, and other key parties. The position will work hand in hand with the General Counsel to push for broader, deeper strategic thinking and must be able to deliver compelling ideas in a room with some of the industry's most experienced and innovative executives.
Essential Job Functions for this role include:
Knowledge, Skills, and Abilities:
Preferred Skills & Attributes:
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 8/3/2026. 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.
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.
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:
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 PeopleTeam@merceradvisors.com. 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.
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Finance and insurance
201 - 500 Employees
Denver, CO, US
1985