Talent Developer I
Mercer Advisors
- New York, New York, United States
- New York, New York, United States
À propos
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 methodologyhere.
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
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 5/14/2026. 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.
Base Pay Range $30 - $35 USD
Benefits
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.
Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.
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 emailPeopleTeam@merceradvisors.com .
This inbox is for accommodation requests only.
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Compétences linguistiques
- English
Avis aux utilisateurs
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