Process Engineer

About this role

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 42,800+ families across 110+ 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:

The Process Engineer, Partner Integration is a newly created role on the Partner Integration team. Working alongside the Director, Partner Integration and the New Partner Strategy & Success team, this individual enters post-LOI conversations with incoming partner firms to understand how they operate, including client service workflows and the technology that supports them, and maps that understanding onto Mercer Advisors' operating architecture. Because no prior template exists for this work, the Process Engineer will build the framework as the role evolves, giving the firm a more deliberate, sequenced approach to integration. The goal is to move post-close integration away from reactive, incremental change and toward organized, well-timed releases that both partner firms and internal teams can anticipate and plan around.

Essential Job Functions for this role include:

• Participate in post-LOI discovery conversations with newly acquired partner firms to understand their existing operations, workflows, and technology

• Document each firm's current-state processes and systems, and translate that information into Mercer Advisors' operating architecture and technology stack

• Identify gaps, dependencies, and risk areas between a partner firm's operating model and Mercer Advisors' target-state processes

• Build and continuously refine a repeatable framework and toolkit for evaluating and onboarding new partner firms, since this discovery process does not currently have a standard playbook

• Partner with Legal, Finance, Operations, Technology, and Leadership to translate discovery findings into a planful, sequenced integration roadmap

• Group post-close changes into organized "releases" rather than continuous incremental adjustments, helping partner firms anticipate and prepare for change

• Travel to partner firm locations as needed to conduct onsite discovery and support integration planning

• Maintain clear, organized documentation, including process maps, systems inventories, and workflow diagrams, for use across the deal team and partner integration team

• Serve as a subject-matter resource on Mercer Advisors' core operating systems (including Aspen) as they relate to partner firm integration

• Support change management and communication with partner firm teams as they transition into Mercer Advisors' operating model

• Other duties as assigned

Knowledge, Skills, and Abilities:

• Bachelor's degree required; related certification (e.g., Lean, Six Sigma, PMP) a plus

• Demonstrated experience in business process documentation, workflow design, systems evaluation, and technology implementation

• Experience in wealth management, RIA, or financial services strongly preferred; familiarity with Mercer Advisors' operations and the Aspen platform highly preferred

• Working knowledge of Salesforce or similar CRM/deal management platforms a plus

• Strong analytical skills; able to absorb complex, sometimes incomplete information and translate it into clear, actionable plans

• Excellent written and verbal communication skills, including the ability to build rapport with newly acquired partner firms during a sensitive transition period

• Organized and detail-oriented; able to create structure and repeatable process in areas where none yet exists

• Comfortable working without a defined playbook; this role will require building structure alongside doing the work

• Willingness and ability to travel to partner firm locations as needed

• Prior experience supporting M&A integration or a similar acquisition environment a plus

Work Schedule:

This professional role operates Monday through Friday, 8AM to 5PM, with flexibility for early or late hours as client and business needs arise. Regular travel to partner firm locations is a core part of the work.

Working Conditions:

This position may be based in a professional office or a dedicated home office environment. Basic technology needs will be provided. The role involves routine sitting and standing; no heavy lifting over 10 lbs. is required. Travel to partner firm locations is an ongoing and expected part of this position.

Application Deadline : The initial deadline for applications is 9/15/2026. 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

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