Mercer Advisors is a different kind of wealth management firm. We exist so that our clients don’t have to worry about money. Our firm was founded in 1985, on the belief that families at all wealth levels would benefit from a fully unified approach to managing their money – “A family office for your family.” We connect the dots of our clients’ financial lives by unifying planning, investing, taxes, estate, insurance, trust, and more. Today, we proudly serve over 25,000 families, across over 90 cities, with over $45 Billion in assets entrusted to our care. And we do this as an independent, national fiduciary – which means we are committed to always working in the clients’ best interest.
When you join our team, you will find that it is different from what you typically see in our industry. Our client-facing professionals of in-house experts are 50% women, as is our overall employee base. We bring together the best talent wherever they live –with no formal headquarters, and many flexible working arrangements – so we can assemble the best team.
Job Summary:
In a category that is traditionally undifferentiated, and where customers are (rightly) cynical about the promises made by financial advisors – Mercer stands as a firm that is client-focused first, second, and always. We have built a highly differentiated client offering and business model and enjoy exceptional feedback from our clients and advisors. Our clients enjoy the boutique experience of having a personal advisor who often is a member of their community, and the benefits that come with a large national fiduciary RIA (institutional-grade portfolios and exceptional support).
Each local branch understands the unique needs of their clients, yet they are united by a national team of specialized experts across financial planning, investments, tax strategies, estate planning, and more. As we enter our next chapter, communicating directly to new clients with the same personal, localized perspective advisors take to serving our existing clients will be crucial to our success. The Marketing Operations Manager will play a crucial role in our local marketing strategy, and will be responsible for:
Event Project Management:
- Project Intake, planning & logistics.
- Create detailed event briefs and project timelines.
- Select and book venues and locations.
- Arrange for essential event services (catering, entertainment, AV, transportation).
- Negotiate and execute contracts with vendors and stakeholders.
- Manage menu selection and floorplan creation.
- Supervise event setup, execution, and teardown.
- Invitations, Presentations & Collateral
- Collaborate with the marketing team on all event-related materials, including invitations, advertisements, and presentations.
- Establish invitation list in partnership with local offices and oversee invitation process.
- Manage event registration technology and track RSVPs.
- Determine branding, signage, and swag needs.
- Manage production of all collateral
- Operational Processes & Manage Vendor Relationships
- Establish operational best practices and create a replicable event planning structure and model.
- Maintain relationships with key vendors for future events.
- Keep an updated list of venues and vendors.
- Post-Event Measurement & Budget Reconciliation
- Create and manage Salesforce market campaigns for each local event or campaign.
- Ensure accurate attendance is recorded and ROI is tracked.
- Work with Marketing Directors and sales team to continuously evaluate the success of campaigns during the post-event sales cycle.
- Administer and monitor results for post-event surveys and look to incorporate feedback to future events.
- Reconcile spend vs. event budget and track costs.
- Ensure all leads from an event are systematically documented and tracked.
Sponsorships Admin:
- Intake sponsorship requests from local offices and work with the Marketing Director to assess whether they fit the regional strategy.
- Manage internal approval process through marketing, finance and compliance teams.
- Work with content team on any marketing collateral related to sponsorship and manage production of assets.
Special Projects:
- Intake any special project requests from local offices and work with the Marketing Director to assess whether they fit the regional strategy.
- Manage planning process and execution of special projects.
- Work with content team on any marketing collateral needed and manage production of assets.
Qualifications:
- Ability to direct operations for events in multiple markets from a remote position.
- Ability to make judgement calls in a fast-paced work environment.
- 3-5 years of experience in event planning.
- Deep knowledge of event planning and logistics.
- Proficiency with event registration technologies (Cvent, EventSpark, or similar).
- Proficiency with Salesforce or another CRM system
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 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
We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.
Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws. Mercer Advisors provides equal employment opportunity in all aspects of employment and employee relations, including recruitment, hiring, training and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and all other terms, conditions, and privileges of employment in accordance with applicable federal, state, and local laws.
