... managed by a single team. We deliver the kind of comprehensive care once reserved for only the ... Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an ...
Quick apply
... managed by a single team. We deliver the kind of comprehensive care once reserved for only the ... Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an ...
Quick apply
... managed by a single team. We deliver the kind of comprehensive care once reserved for only the ... Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an ...
Boston, MA · Hybrid
$18.50 - $24.50/hr
Modera Wealth Management is an independent, fee-only firm that strives to make a lasting positive ... Minimum of 3+ years of experience in an RIA firm or financial services field * Intermediate finance ...
Boston, MA · Hybrid
$18.50 - $24.50/hr
Modera Wealth Management is an independent, fee-only firm that strives to make a lasting positive ... Minimum of 3+ years of experience in an RIA firm or financial services field * Intermediate finance ...
You will be responsible for territory management, pipeline development, and day-to-day execution ... Seeks to understand the philosophy, structure, and strategic priorities of each firm, acting as a ...
You will be responsible for territory management, pipeline development, and day-to-day execution ... Seeks to understand the philosophy, structure, and strategic priorities of each firm, acting as a ...
You will be responsible for territory management, pipeline development, and day-to-day execution ... Seeks to understand the philosophy, structure, and strategic priorities of each firm, acting as a ...
You will be responsible for territory management, pipeline development, and day-to-day execution ... Seeks to understand the philosophy, structure, and strategic priorities of each firm, acting as a ...
You will be responsible for territory management, pipeline development, and day-to-day execution ... Seeks to understand the philosophy, structure, and strategic priorities of each firm, acting as a ...
You will be responsible for territory management, pipeline development, and day-to-day execution ... Seeks to understand the philosophy, structure, and strategic priorities of each firm, acting as a ...
Boston, MA · On-site
$140 - $180/hr
You will be responsible for territory management, pipeline development, and day-to-day execution ... Build strong relationships across the firm, not just with investment decision-makers, but across ...
New
Boston, MA · On-site
$140 - $180/hr
You will be responsible for territory management, pipeline development, and day-to-day execution ... Build strong relationships across the firm, not just with investment decision-makers, but across ...
New
Boston, MA · On-site
$18.50 - $24.50/hr
Modera Wealth Management is an independent, fee-only firm that strives to make a lasting positive ... Minimum of 3+ years of experience in an RIA firm or financial services field * Intermediate finance ...
Boston, MA · On-site
$18.50 - $24.50/hr
Modera Wealth Management is an independent, fee-only firm that strives to make a lasting positive ... Minimum of 3+ years of experience in an RIA firm or financial services field * Intermediate finance ...
$119K - $140K/yr
... managed by a single team. We deliver the kind of comprehensive care once reserved for only the ... Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an ...
Quick apply
$119K - $140K/yr
... managed by a single team. We deliver the kind of comprehensive care once reserved for only the ... Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an ...
Boston, MA · On-site
$119K - $140K/yr
... managed by a single team. We deliver the kind of comprehensive care once reserved for only the ... Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an ...
Boston, MA · On-site
$119K - $140K/yr
... managed by a single team. We deliver the kind of comprehensive care once reserved for only the ... Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an ...
Manage the compliance review of all marketing materials produced by the firm. * Competitive base ... RIA compliance or Law Firm SEC compliance experience
Manage the compliance review of all marketing materials produced by the firm. * Competitive base ... RIA compliance or Law Firm SEC compliance experience
... RIA and Trust Fiduciary businesses with direct responsibility for the front-, middle-, and back ... Manage Governance throughout the firm to ensure adherence to policies and procedures. * Reviews ...
... RIA and Trust Fiduciary businesses with direct responsibility for the front-, middle-, and back ... Manage Governance throughout the firm to ensure adherence to policies and procedures. * Reviews ...
... RIA and Trust Fiduciary businesses with direct responsibility for the front-, middle-, and back ... Manage Governance throughout the firm to ensure adherence to policies and procedures. * Reviews ...
... RIA and Trust Fiduciary businesses with direct responsibility for the front-, middle-, and back ... Manage Governance throughout the firm to ensure adherence to policies and procedures. * Reviews ...
Dedham, MA · On-site
$86K/yr
As a Barron's Top 100 RIA firm and voted Best Places to Work by Fortune, Pacific Coast Business ... If you are ready to elevate your career in a leading wealth management company with a commitment to ...
Quick apply
Dedham, MA · On-site
$86K/yr
As a Barron's Top 100 RIA firm and voted Best Places to Work by Fortune, Pacific Coast Business ... If you are ready to elevate your career in a leading wealth management company with a commitment to ...
Dedham, MA · On-site
$86K/yr
As a Barron's Top 100 RIA firm and voted Best Places to Work by Fortune, Pacific Coast Business ... If you are ready to elevate your career in a leading wealth management company with a commitment to ...
Quick apply
Dedham, MA · On-site
$86K/yr
As a Barron's Top 100 RIA firm and voted Best Places to Work by Fortune, Pacific Coast Business ... If you are ready to elevate your career in a leading wealth management company with a commitment to ...
... RIA) firm. The CSA serves as a key point of contact for clients and plays an integral role in ... Maintain accurate client records within CRM and portfolio management systems. * Support ...
... RIA) firm. The CSA serves as a key point of contact for clients and plays an integral role in ... Maintain accurate client records within CRM and portfolio management systems. * Support ...
... RIA) firm. The CSA serves as a key point of contact for clients and plays an integral role in ... Maintain accurate client records within CRM and portfolio management systems. * Support ...
... RIA) firm. The CSA serves as a key point of contact for clients and plays an integral role in ... Maintain accurate client records within CRM and portfolio management systems. * Support ...
Boston, MA · On-site
$52K - $90K/yr
Bachelor's degree required * 3-5+ years of experience in client services, preferably within an RIA, wealth management firm, or financial services environment * Familiarity with RIA custodial ...
Boston, MA · On-site
$52K - $90K/yr
Bachelor's degree required * 3-5+ years of experience in client services, preferably within an RIA, wealth management firm, or financial services environment * Familiarity with RIA custodial ...
Bedford, MA · On-site
$110K - $130K/yr
Manage sales and use tax audits, including appeals and responses to taxing authorities as needed ... Support the external CPA firm in the preparation of U.S federal and state consolidated income tax ...
Bedford, MA · On-site
$110K - $130K/yr
Manage sales and use tax audits, including appeals and responses to taxing authorities as needed ... Support the external CPA firm in the preparation of U.S federal and state consolidated income tax ...
... law firm, or corporate tax environment preferred Preferred Skills * Ability to manage multiple ... Experience with tax research tools (CCH, RIA Checkpoint, LexisNexis) * Ability to thrive in a fast ...
... law firm, or corporate tax environment preferred Preferred Skills * Ability to manage multiple ... Experience with tax research tools (CCH, RIA Checkpoint, LexisNexis) * Ability to thrive in a fast ...
Boston, MA · On-site +1
... law firm, or corporate tax environment preferred Preferred Skills * Ability to manage multiple ... Experience with tax research tools (CCH, RIA Checkpoint, LexisNexis) * Ability to thrive in a fast ...
Boston, MA · On-site +1
... law firm, or corporate tax environment preferred Preferred Skills * Ability to manage multiple ... Experience with tax research tools (CCH, RIA Checkpoint, LexisNexis) * Ability to thrive in a fast ...
| Aspect | Manager Ria Firm | Financial Advisor |
|---|---|---|
| Credentials | Series 7, 66, or 65 licenses, CFP certification often preferred | Series 7, 66, or 65 licenses, CFP certification common |
| Work Environment | Manages firm operations, oversees advisors, compliance | Provides personalized financial planning and investment advice |
| Employer & Industry | Ria firms, financial services industry | Independent or firm-based financial advisory firms |
While both roles require similar licenses and certifications, a Manager Ria Firm oversees the firm's operations and compliance, whereas a Financial Advisor focuses on client financial planning and investment advice. The Manager Ria Firm role is more managerial and administrative, while the Financial Advisor role is client-facing and advisory-focused.
Full-time
Medical, Dental, Vision, Life, Retirement, PTO
Re-posted 15 days ago
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 31,300 families across 90+ 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:
Mercer Advisors is a leading wealth management platform on a mission to create the context where leading fiduciary professionals can do the best work of their careers. Our M&A and organic growth strategies have fueled 30%+ annual growth, and we're committed to building the industry standard of integrated wealth management.
We partner with high-performing advisory firms to expand our geographic footprint, deepen our capabilities, and create long-term value for clients, partners, and employees. M&A is a core engine of our growth and value creation. Executing this strategy successfully requires intentional integration of the partner firm's entire team. Compensation is a critical lever in that integration, directly influencing engagement, retention, and long-term alignment with the firm's objectives.
The Sr. Manager, New Partner Compensation Programs is accountable for end-to-end compensation strategy, execution, and governance for acquired partner firms. This role sits at the intersection of Partner Development, People, Finance, and Legal, ensuring that compensation decisions made during transactions are intentional, well-understood, and executable over time.
Essential Job Functions for this role include:
Deal-Stage Compensation Diagnosis and Strategy
M&A Compensation Frameworks and Playbooks
Post-Close Compensation Integration and Execution
Ongoing Governance and Industry Expertise
Relationship Building
Knowledge, Skills, and Abilities:
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 5/15/2026. 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.
CCPA Notice at Collection
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Finance and insurance
201 - 500 Employees
Denver, CO, US
1985