Senior Manager, Client Data Permissions & Privacy Governance

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 transforming its client data permissions model to deliver a more secure, scalable, and client-centric experience. While foundational frameworks are being built, we need an analytical and curious leader to govern permissions, enforce policy, and operationalize access across the firm.

This role will serve as the single accountable leader for client data access and privacy, ensuring the firm operates with a consistent, role-based, and auditable permissions model across all systems and workflows.

Today, permission decisions are fragmented across teams, systems, and workflows—creating risk, inefficiency, and inconsistency. This role centralizes ownership, drives accountability, and ensures Mercer Advisors can scale its client experience while upholding the highest standards of privacy, security, and trust.

Essential Job Functions for this role include:

• Own the Permissions & Privacy Framework – Serve as the single business owner of client data permissions and governance, defining role-based access principles and clear decision rights. Evolve the framework as appropriate

• Operationalize Access & Policy Management – influence the design and manage workflows for access provisioning, deprovisioning, temporary access, advisor transitions, and confidential client handling

• Govern Ongoing Permission Decisions – Act as the central project manager for complex access requests. Maintain clear policy guidance for recurring scenarios.

• Build Audit, Monitoring & Risk Controls – Establish audit processes, reporting, and monitoring to ensure consistency and detect inappropriate access

• Drive Cross-System Alignment – Partner with Product and Technology teams to standardize permissions across all platforms and products

• Enable the Organization – Partner to create training, guidance, and FAQs to ensure employees understand access policies and processes.

Success Measures

• Reduction in unnecessary access and overexposure

• Clear, consistent access model across systems

• Decrease in manual and exception-based decision making

• Improved audit readiness and compliance posture

• Increased employee and client trust in data privacy

Knowledge, Skills, and Abilities:

• Strong working knowledge of role-based access controls, data privacy principles, and access management practices in a regulated or highly controlled environment.

• Ability to convert business needs, risk considerations, and policy requirements into clear access rules and decision criteria.

• Strong analytical skills to investigate complex permission scenarios, assess risk, and recommend practical solutions.

• Demonstrated project management and process design skills, including the ability to organize ambiguous work and drive cross-functional follow-through.

• Excellent judgment, discretion, and comfort handling confidential or sensitive client and employee information.

• Outstanding written and verbal communication skills, including the ability to create policy guidance, FAQs, and executive-ready updates.

• Strong relationship-management skills with the ability to influence Product, Technology, Compliance, Legal, Operations, and business stakeholders.

• High attention to detail and ability to manage multiple complex requests, escalations, and improvement efforts simultaneously.

• Proficiency with Microsoft Word, Excel, PowerPoint, Teams, SharePoint, and workflow/reporting tools.

Preferred Skills

• Experience with data governance, privacy operations, risk management, compliance, wealth management operations, or financial services preferred.

• Experience supporting system-access design, access request workflows, audit/remediation routines, or enterprise transformation initiatives preferred.

• Familiarity with CRM, portfolio management, or client data platforms used in a wealth management environment is a plus.

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

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