Talent Developer I

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:

Develop the next generation of client service team members and finance professionals. We are seeking a Talent Developer I to deliver comprehensive training programs for new hires while actively engaging in elevating our client service and support. The primary focus of a National Client Service Team is to provide excellent follow-through and operational support to Wealth Management teams. As part of this team, you will play a critical part in ensuring new and tenured client service team members have the knowledge and skills they will require to succeed in their roles while providing excellent client service yourself. You will be a member of a dynamic team in a collaborative, training, and client focused environment. This will be an exciting role for a professional who is passionate about finance, educating others, and being on the cutting edge of change.

Responsibilities

• Deliver engaging hands-on virtual workshops to train team members on financial services, day-to-day operations, and technical operational systems, tools, and platforms used in daily operations

• Support onboarding of new hires and ongoing professional initiatives

• Manage diverse learning paces and styles through individual coaching to develop skills and professional growth in a productive training environment

• Monitor progress and conduct skill assessments for new team members

• Develop and maintain up to date curriculum training materials including guides, presentations, and learning units

• Responsible for day-to-day operations support for Wealth Management Teams as part of the National Client Service Team, including but not limited to money movements, account maintenance requests, internal case entry and management, and managing client deposits

• Ensuring all paperwork and procedures for client requests are completed and adhere to compliance and Custodian requirements

• Maintaining data integrity across all systems and updating as necessary

• Assisting various team members with complex requests and answering questions with elevated knowledge

• Actively participating in company initiatives, testing and pilot groups, and specialized workflows

• Some duties can include if appropriate - onboarding new clients, processing transfer paperwork, setting up new accounts while coordinating with the Wealth Management team, Custodians, and Orion

• Other duties as needed

Requirements:

Education:

• High School diploma with a bachelor’s degree highly preferred

Experience:

• One to Three years of job-related experience

• Financial services industry required

• Prior experience working in an office environment with a customer service focus helpful

• Experience in training, teaching, or instruction role recommended

Certifications:

• CFP, Series 65, or SIE certification a plus

Job Skills:

• Ability to prioritize in a fast-paced environment while maintaining client focus and demonstrating attention to detail

• Apply strong communication and problem‑solving skills, with the ability to simplify concepts for clear understanding across diverse audiences

• Self-motivated, well-organized individual with demonstrated ability to work independently and in a team environment to follow through on details to completion

• Enjoy collaborating and building positive relationships internally with co-workers and externally with clients

• Excellent verbal and written communications skills a must

• Strong MS Word, Excel, and Outlook skills required

• Strong desire for continuous self-learning and professional growth

Work Schedule: Monday through Friday, 8:00 AM – 5:00 PM

Working Conditions : Professional office environment, daytime hours, working inside, standing, and sitting, will be assigned to a workstation, no heavy lifting over 10 lbs.

Application Deadline : The initial deadline for applications is 7/15/2026. 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 are received. Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors’ incentive compensation programs.

Base Pay Range $30 — $

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