Senior Event Manager

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 31,300 families across 90+ 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:

Mercer Advisors is seeking a highly organized, strategic, and solutions-oriented Senior Manager to lead the planning and implementation of internal events. This role is instrumental in shaping high impact experiences that reinforce culture, amplify leadership priorities, and strengthen engagement across the company. In addition, the role serves as a hands-on working Sr. Manager actively involved in planning, logistics, and execution.

This position will collaborate broadly across the organization — including with executive leadership, wealth management teams, Marketing, and the People Team — to ensure events are cohesive, innovative, and aligned with enterprise goals. The ideal candidate is highly agile, organized, thrives in dynamic environments, and excels at managing complex programs with clarity, calm, and precision. The role will manage event logistics, vendor relationships, and on-site execution while ensuring every event reflects our brand and culture.

Mercer Advisors is seeking a highly organized, strategic, and solutions-oriented Senior Manager to lead the planning and implementation of internal events. This role is instrumental in shaping high impact experiences that reinforce culture, amplify leadership priorities, and strengthen engagement across the company. In addition, the role serves as a hands-on working Sr. Manager actively involved in planning, logistics, and execution.

This position will collaborate broadly across the organization — including with executive leadership, wealth management teams, Marketing, and the People Team — to ensure events are cohesive, innovative, and aligned with enterprise goals. The ideal candidate is highly agile, organized, thrives in dynamic environments, and excels at managing complex programs with clarity, calm, and precision. The role will manage event logistics, vendor relationships, and on-site execution while ensuring every event reflects our brand and culture.

Essential Job Functions for this role include:

• Act as a strategic thought partner to the Chief Commercial Officer, Vice President of Content, and other executives, contributing to long-term planning, process innovation, and cross-functional alignment.

• Oversee venue sourcing, vendor negotiations, contract execution, and event logistics including catering, AV, transportation, and setup/teardown either on your own or in partnership with our third party event management company.

• Partner with the marketing team to ensure seamless execution of invitations, presentations, signage, and branded collateral.

• Help manage on-site operations, including setup, troubleshooting, and post-event wrap-up.

• Own post-event analytics, including survey feedback, and budget reconciliation.

• Own and manage event budgets.

• Maintain and expand vendor relationships, including a centralized database of preferred venues and suppliers.

• Anticipate needs, proactively resolve challenges, and ensure frictionless execution.

Knowledge, Skills, and Abilities:

• 6–8+ years of experience in marketing operations, large corporate event management, or project management, ideally in a multi-market or national capacity.

• Proven experience managing complex, high-stakes projects with precision and agility.

• Deep understanding of event logistics, vendor management, and marketing workflows.

• Proficiency with event registration platforms (e.g., Cvent, EventSpark).

• Strong ability to manage multiple large initiatives simultaneously with agility and precision.

• Exceptional judgment, decision-making, and problem-solving skills in fast-paced environments.

• Exceptional communication, professionalism and relationship building skills.

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.

All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period.

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. No heavy lifting over 10 lbs.

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