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 .
Job Summary:
Estate planning is how families protect what they've built and pass it on. It's a core part of the family office Mercer Advisors delivers, and we're rebuilding how we deliver it with AI. We need someone who makes sure that work lands.
You'll lead the estate planning squad. You own the product and drive the build, side by side with engineering, design, data, and our development partner. This is a high-visibility initiative with direct executive sponsorship.
This role owns four things: the estate planning roadmap across our eleven-step process; the quality and accuracy of the AI behind it; workflow visibility, so everyone can see where a family's plan stands; and the day-to-day relationship with our development partners.
You'll work hand in hand with Estate Planning leadership and co-own the business outcomes. You carry real authority over what the squad builds, in what order, and when it's ready to ship.
Essential Job Functions for this role include:
Estate Planning Roadmap
· Own the roadmap from discovery through delivery, covering the full journey from gathering information to signed documents and ongoing plan updates.
· Make the calls on scope, sequencing, and tradeoffs with clarity and speed. If something doesn't earn its place, it waits.
· Define success metrics, starting with cycle time from intake to signed documents.
· Lead the squad's planning, demos, and retros, and make them worth the calendar time: tight, outcome-focused, and followed through.
AI Quality and Trust
· Find where AI makes estate planning faster, clearer, and more accurate, and where it doesn't belong.
· Decide what to automate next and where strategists, attorneys, and paralegals stay in the loop.
· Own the evals. Know how accurate each AI capability is before it reaches anyone's desk.
· Partner with Security, Compliance, and Legal to protect attorney-client privileged information and sensitive family data. Treat it as a design input from day one.
· Use AI to make yourself and the squad faster and sharper.
Workflow Visibility
· Make estate planning work visible so that strategists, attorneys, paralegals, advisors, and clients can see where each plan stands.
· Get the right view to the right role. Not everyone needs every detail.
· Build on shared Mercer Advisors platform capabilities instead of standing up one-off estate planning tools.
· Make estate planning feel like part of one connected family office.
Development Partner
· Set the priorities and requirements our development partner builds against.
· Own the…