Why Work at Mercer Advisors?
For nearly 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating expertise in financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,200 families in more than 90 cities across the U.S. We are an independent, national fiduciary committed to always working in our clients’ best interests.Mercer Advisors offers a distinct work environment that we believe stands out in the financial industry.
Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible.Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country.
Job Summary and Expectations:
The Sr. HR Manager – Partner Integration will be responsible for the full cycle of HR integration activities as new partners join the firm through acquisition. This position oversees a spectrum of both strategic and tactical HR tasks, support and guidance as selling principals and their employees transition into Mercer and throughout their first year. This role is a hands-on, HR business partner with an understanding of the full employee lifecycle.Pre-merger, this role will work closely with the partners and employees from soon-to-be acquired firms as their main point of contact for onboarding. Working with our HR Program Specialist, this individual will ensure that all components of the HR processes are completed accurately and efficiently within the overall integration timeline.Post-merger, the Sr.
HR Manager – Partner Integration will ensure successful onboarding and integration of acquired firms into Mercer Advisors. This individual will continue to support the new employees with education and training on various topics to ensure a successful integration process. As part of this role, this individual will need to create and manage the employee experience of our newly acquired employees providing them with a sense of belonging and inclusion through various touchpoints and employee offerings. This is a critical role within the HR team and to support the company’s M&A growth initiative.
Essential Functions for the Sr. HR Manager – Partner Integration
will include:
- Serve as the primary HR contact for new partner onboarding
- Work with the VP, HR Business Partner to map employees into appropriate Mercer roles, compensation, and career paths
- Provide onboarding training and guidance to sellers and their employees on the Mercer employee value proposition, including benefits and other employee offerings
- Navigate the complexities and challenges of firms in transition, embracing that each is unique to empathetically meet them where they are and problem solve as needed
- Facilitate and manage all employee assimilation tasks, and partner with the HR Operations team to provide education on payroll, timekeeping and employee policy
- Ensure seamless employee onboarding
- Work with HR colleagues to ensure that back office processes are completed, such as I-9 completion, payroll setup, background checks, and other employee onboarding tasks.
- Act as the HR liaison to Finance, Accounting, Partner Integration, Marketing, and Compliance Departments to provide an integrated experience
- Serve as Human Resources Partner and Liaison post-merger
- Work closely with senior leaders on staffing alignment, assimilation, and change management activities for each new partner location going through integration
- Conduct periodic check-ins with employees experiencing a role transition in the first year; facilitate introductions and connect employees to new leaders and teams at the appropriate time
- Continue to help new partners and their employees to assimilate into Mercer’s culture, creating a sense of belonging and inclusion
- Handle the day-to-day business partner needs that occur during the first year post-merger
- Seek feedback and continually enhance the employee experience for all newly acquired firms
Competencies:
- Ability to build trusting relationships quickly
- Strong service mindset and orientation towards helping people through change
- Highly organized self-starter with a keen attention to detail
- Capable of exhibiting and adapting expert communication skills with people of all levels
Education and Experience:
- Bachelor’s degree required
- 7+ years of hands-on HR Business Partner, Generalist and/or Manager experience OR experience directly with M & A onboarding and integration
- Well-rounded HR experience across onboarding, talent management, compensation, training, and policy
- Program, project and/or process management expertise, ideally related to employee onboarding
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.
