Managing Partner, Market Leader
Mercer Advisors(18 days ago)
About this role
The role involves leading and managing a regional wealth management office, focusing on growth, client retention, team development, and strategic initiatives within the financial advisory industry. It combines client advisory responsibilities with leadership and business development to drive organic growth and operational efficiency.
Required Skills
- Financial Planning
- Client Management
- Leadership
- Business Development
- Team Building
- Regulatory Compliance
- Asset Allocation
- Investment Strategies
- Wealth Management
- Financial Software
Qualifications
- CFP
- Series 65
- Bachelor's Degree
About Mercer Advisors
merceradvisors.comMercer Advisors (Mercer Global Advisors Inc.) is a Denver-based wealth management and registered investment advisory firm that provides family office–style financial planning, investment management, and wealth-transfer solutions for individuals, families, and business owners. Founded in 1985, the firm says it adapts the sophisticated, time-tested approaches used by ultra-high-net-worth clients and makes them accessible to a broader range of families. Mercer offers integrated services across investments, tax and estate planning, and fiduciary guidance, and was named the Top RIA in Barron’s 2025 Top 100 RIAs ranking.
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