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Talent Program Manager

Mercer AdvisorsUnited StatesOnsite

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 financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.*Mercer Advisors offers a distinct work environment that 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.* 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 Talent Program Manager will be responsible for overseeing and implementing Talent programs and projects impacting our employees. This role will work closely with all functions within the People organization to support employees throughout the employee lifecycle including, but not limited to, employee engagement, rewards and recognition, performance management, and talent development. The Talent Program Manager will also provide additional support on broader company programs and initiatives.

Essential Job Functions will include:


  • Develop and manage large scale Talent projects, programs and initiatives from inception, creation, and implementation.
  • Create detailed project plans and timelines to successfully manage the entire life cycle of all new and existing Talent programs.
  • Help establish career pathing and job alignment in partnership with broader People function.
  • Develop training and educational resources to respond to business needs in the areas of management, leadership and other soft skills training.
  • Own employee communication and presentations related to Talent programs, as well as support the broader People function in this area.
  • Establish partnerships across the business to help provide service and support to the organization.
  • Support team members on tasks and projects as assigned.
  • Contribute to all People initiatives for overall enhanced employee experience with a focus of providing a best place to work.
  • Partner with Business Partners to provide Talent solutions to meet business needs.
  • Other duties or tasks as assigned by leadership.

Required Knowledge, Skills, and Abilities:


  • Bachelor’s degree strongly preferred; HS diploma required
  • HR certifications a plus
  • 5-7 years of proven experience in a similar role
  • Strong knowledge of MS Suite (Outlook, SharePoint, Excel, Word, etc)
  • Prior experience with an HRIS system preferred
  • Continually seeks to understand and educate on HR best practices and business operations needs
  • Builds and manages interactions to provide service and support to the organization
  • Interprets information to make sound business decisions and recommendations
  • Participates in effective exchanges with stakeholders (executives, managers, and employees, and within the People team)
  • Strong foundational knowledge of HR employment laws and regulations
  • Strong verbal and written communication skills
  • Independent contributor with a collaborative approach to business; ability to work within a team
  • Experience in a fast-paced work environment with changing demands that require a calm and professional demeanor with our “clients” (employees and vendors)
  • Ability to approach every situation with a service mindset
  • Strong time management skills, organization skills, and ability to adjust to evolving business needs
  • Driven to deliver support for business priorities
  • Ability to handle confidential matters and maintain employee privacy

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. Travel up to 20% annually may be required.

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

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.

Life at Mercer Advisors

Established in 1985, Mercer Advisors is a total wealth management firm dedicated to providing clients with financial clarity, investment insight, and long-term collaborative partnerships. Our comprehensive suite of services includes financial planning, investment management, asset protection and risk management, estate, tax, and legacy planning, retirement plan design and administration, and family wealth office services. These services are delivered holistically, rooted in the latest academic and industry findings, customized to the specific needs of each client, and delivered with a fiduciary standard of care. Our mission is to help people lead fulfilling lives by providing objective, timely advice within the context of their unique dreams and desires.
Thrive Here & What We Value- Exceptional client experiences- Independent, national fiduciary commitment- Competitive benefit package for employees- Collaborative, client-focused environment- Flexible work arrangements- 50% women in professional roles- Emphasis on employee health and welfare needs- Diverse workforce with equal employment opportunity- Assembling the best team- Unified approach to managing financial lives for all wealth levels

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