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:
The Senior Retirement Specialist provides support to Retirement Plan Wealth Advisor, plan sponsors, administrators, and participants. The Senior Retirement Specialist reports to the Director, Retirement Plan Operations, and is responsible for preparing required activities for each plan (such as committee meetings and participant education). The Senior Retirement Specialist works with plan custodians and third-party administrators for each plan to facilitate any necessary changes to the plan.
Responsibilities:
- Plan Sponsor Committee Meetings
- Attend meetings with investment and/or plan committees.
- Prepare documents for meetings.
- Quarterly Plan Report Creation in RPAG
- Prepare Scorecards for each plan and review for possible fund changes.
- Prepare Fiduciary Investment Reviews (FIR) for all meetings.
- Support Plan Administrator/Sponsor
- Answer inquiries regarding the plan from plan administrators and/or sponsors and participants
- Ensure strong client satisfaction and retention from plan sponsors.
- Communicate with Custodians and Third-Party Administrators (TPA) partners.
- Assist with follow-up with prospective clients as necessary.
- Onboarding New Clients – work with RSAs to ensure a seamless onboarding process.
- Prepare and Attend/Lead enrollment meetings and educate participants.
- Prepare and Attend/Deliver Annual Employee Education Meetings
Work Schedule:
Monday through Friday, 8:00 AM – 5:00 PM (Flexible - may support team members in multiple time zones)
Working Conditions:
Professional office environment, daytime hours, working inside, standing, and sitting, will be assigned to a workstation, no heavy lifting over 10 lbs.
Competencies:
Business & Technological Knowledge
Individual ExperienceCore knowledge of the industry with at least 3 years of retirement planning experience.Economic LandscapeWorking knowledge of the economic landscape and impact on the Firm and clientsData/Financial AcumenSeasoned working knowledge of data and financial metrics relevant to the jobTechnology - SalesforceFoundational to strong understanding of Salesforce including FPMCore Tech/PlatformsAble to effectively navigate Core Technology (Microsoft Office, Box, Custodian Sites, Task Management tools, DocuSign, and more) at an expert levelTechnology - EnvestnetSome knowledge and continued development of Envestnet and assisting with ad hoc reporting requestsComplianceFoundational knowledge of aspects of compliance as relates to job tasks in role and a growing working understanding of compliance requirementsBusiness Operations - AccountLearning the basics of Account Operations and beginning to execute related tasks
INTERPERSONAL EFFECTIVENESS
Teamwork & CollaborationActively practices teamwork and collaboration within and beyond the assigned team -- e.g., with Branch Ops or Investment Ops and other mid and back-office operationsWork EnvironmentContributes to a positive work environment; builds appropriate rapport with other team membersBalancing PrioritiesBalances competing priorities and manages time pressures with composureTrustworthinessInstills trust across the Firm as someone who can be counted on for honesty, integrity and reliabilityProfessional PresenceDemonstrates commitment to professional behaviors - punctuality, attendance, appropriate office conduct, responsiveness, and follow-throughCommunicationsPresents oral and written communications in a concise and well-organized form
CLIENT FOCUS & ACCOUNTABILITY
Client ServiceDirectly supports and maintains client account operations. Demonstrates logical approach to gathering information to answer client questions. Partners with others to maintain client relationships through responsive, proactive client service. Serves as the primary point of operational contact for clients and Wealth Management teams. Effectively resolves and manages solutions to resolve client concerns and issues. Proactively engages with internal and external clients in order to exceed expectations.Resource CoordinatorHas established working relationships with internal resources needed to deliver high quality work on a timely basisQualityDemonstrates accountability for own work quality; can quality control own work
LEADERSHIP
Vision & ValuesUnderstands and consistently demonstrates full commitment to Mercer Advisors Guiding PrinciplesTalent DevelopmentProactively takes on new work. Actively seeks feedback from team members and Wealth Management leaders. Assists with training and mentors new employees as needed.Innovative & Change ManagementSeeks to learn and apply new approaches and processes. May begin to identify/suggest process improvements.Firm-buildingRepresents the Firm in a professional mannerDriving ResultsUnderstands and supports meeting KPI goals
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.
