- Location
- Remote, USA
- Workplace
- Remote
- Department
- Investment Operations
- Seniority
- VP
- Education
- Master
- Source
- Greenhouse
Description
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.
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Job Summary: |
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The Vice President of Trading, Operations & Billing is a leadership role responsible for the oversight, evolution, and scalability of Mercer Advisors’ investment operations platform. This includes end-to-end accountability for trading execution, operations, advisory fee billing, and supporting infrastructure across a national RIA managing over $100 billion in client assets. The role leads a multi-functional team of 60+ professionals spanning Trading, Operations, and Billing. The role has a meaningful and direct impact on the client and advisor experience, by ensuring the teams closest to the clients (our service and wealth management teams) have the operational accuracy, responsiveness, consistency and partnership needed to deliver our Mercer Advisors’ promises. This role plays a critical part in bringing Mercer Advisors’ institutional-grade investment platform and fiduciary promise to life by ensuring operational excellence, consistency, and risk management across all client portfolios, while creating a high-quality experience for advisors, client service teams, and internal partners who rely on Investment Platform Operations every day. As a key leader within the Investment organization, the VP will drive a culture of continuous improvement, process redesign, and operational scalability, while building and mentoring next-generation leaders across Trading, Operations, and Billing functions. |
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Essential Job Functions for this role include: |
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1. Platform Leadership & Strategy
2. Culture of Continuous Improvement
3. Fiduciary Oversight & Risk Management
4. Trading & Execution Excellence
5. Operations & Billing Leadership
6. Talent Development & Team Leadership
7. Client-Facing Team Partnership & Cross-Functional Collaboration
Leadership Expectations
Why This Role Matters This role is critical to ensuring Mercer Advisors continues to deliver institutional-quality investment execution at scale, while maintaining the boutique, client-centric experience that defines its family office model. By leading the teams responsible for the operational founding behind trading, account operation, investment operations and billing, the VP enables advisors and client facing teams to serve clients with greater confidence, consistency and responsiveness. The VP will directly influence how effectively the firm translates its investment philosophy and fiduciary commitment into operational excellence, enabling advisors and clients to fully realize the value of Mercer Advisors’ integrated platform. |
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Knowledge, Skills, and Abilities: |
Preferred:
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Work Schedule: |
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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. |
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Working Conditions: |
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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. |
Application Deadline: The initial deadline for applications is 10/23/2026. 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.
The annualized compensation range for this role is based on factors including, but not limited to, experience, skillset, and geographic location where work is performed. The cash compensation range includes both base salary and an annual bonus. The total compensation package may include additional cash bonus amounts and other incentive compensation.
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 Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
- Kaiser Medical plans available in California
- Health Savings Account (HSA) with company contributions 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 including 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 (8 weeks)
- Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 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 as well as an after-tax option
- Pet Insurance
- Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing
We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.
Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.
If you need an accommodation during the application or hiring process, please email [email protected]. This inbox is for accommodation requests only.
For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights.
If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here.
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