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Program Specialist

Program Specialist

Mercer AdvisorsDenver, CO, US
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Job Description

Job Description

Why Work at Mercer Advisors?

For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.

Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible.

Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country.

  • 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 Program Specialist – Partner Integration for Expert Teams plays a critical role in supporting the successful onboarding and operational integration of firms acquired by the organization, with a key focus on aligning and integrating the expert functions of those firms into our broader client service and operations. This individual will work cross-functionally with internal stakeholders and newly acquired partner teams to ensure a smooth transition, alignment with company standards, and rapid value realization. The ideal candidate is highly organized, detail-oriented, and thrives in dynamic environments with multiple concurrent projects.

Essential Job Functions will include :

  • Provide support in the planning and coordination of departmental programs and the tasks associated with each.
  • Assist in developing and manage timelines for all partner acquisitions accordingly to meet established deadlines.
  • Provide administrative support of expert teams functions in the following acquisition areas, responsibilities including :

    • Integration Planning & Execution

    Develop and manage detailed integration plans tailored to each acquisition for our Expert Teams.

  • Coordinate with internal departments to align integration activities.
  • Track milestones, deliverables, and dependencies to ensure timely execution.
  • Stakeholder Engagement

    • Serve as a key point of contact for acquired firms during the integration process.

  • Facilitate regular check-ins, status updates, and feedback loops with internal and external stakeholders.
  • Identify and escalate risks or issues that may impact integration timelines or outcomes.
  • Process Optimization

    • Document and refine integration processes to improve efficiency and scalability.

  • Collaborate with business units to identify opportunities for automation or standardization.
  • Reporting & Communication

    • Prepare executive-level reports and dashboards to communicate integration progress.

  • Maintain clear documentation of integration activities, decisions, and outcomes.
  • Change Management

    • Support change management efforts to ensure cultural alignment and employee engagement.

  • Assist in training and onboarding initiatives for acquired firm employees.
  • Assist with developing and disseminating training materials and information to new partners and employees.
  • Ability to handle highly confidential matters and maintain privacy.
  • Keen attention to detail and ability to collaborate across the business with new partners joining Mercer Advisors.
  • Other duties or tasks as assigned by leadership.

    • Required Knowledge, Skills, and Abilities :

  • Bachelor's degree strongly preferred; HS diploma required
  • 2+ years of experience in program / project management, preferably in M&A or business integration
  • Strong knowledge of MS Suite (Outlook, SharePoint, Excel, Word, etc)
  • Solid problem-solving skills and critical thinking skills on business impact
  • Proficiency in project management tools (e.g. Monday)
  • Strong verbal and written communication skills
  • Independent contributor with a collaborative approach to business; ability to work within a team
  • Experience in a fast-paced work environment with changing demands that require a calm and professional demeanor with our "clients" (employees and vendors);
  • Ability to approach every situation with a service mindset
  • Strong time management skills, organization skills, and ability to adjust to evolving business needs
  • Driven to deliver support for business priorities
  • Ability to handle confidential matters and maintain employee privacy

    • 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. Some travel is required.

    Working Conditions :

    This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether the position is in a dedicated office space or a home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time.

    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 Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
  • Three medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
  • Health Savings Account (HSA) with company contributions on a per pay period basis 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 with 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 (6 weeks)
  • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 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
  • Pet Insurance

    • We are not accepting unsolicited resumes from agencies and / or search firms for this job posting.

    Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws. Mercer Advisors provides equal employment opportunity in all aspects of employment and employee relations, including recruitment, hiring, training and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and all other terms, conditions, and privileges of employment in accordance with applicable federal, state, and local laws.

    If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here.

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    Program Specialist • Denver, CO, US