Job Description
Why Work at Mercer Advisors?
For nearly 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating expertise in financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,200 families in more than +0 cities across the U.S. We are an independent, national fiduciary committed to always working in our clients’ best interests.
Mercer Advisors offers a distinct work environment that we believe 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.
Job Summary:
The Attorney - Manager should have a strong background in estate planning and people management. As a Manager at Mercer Advisors, you will act as a mentor and role model for the entire estate planning team. You will provide support and accountability to your direct reports, while leading by example as a player-coach.
Essential Job Functions for this role include:
Management:
• Supervising team of estate planning strategists to ensure they are performing pursuant to key metrics; as well as following best practices for group, client, and advisor interaction, as established by the head of the department
• Addressing feedback from clients and wealth management teams with a focus on improving overall and future experiences
• Developing and building internal resources to assist strategists, estate planning specialists, and estate planning service specialists in tasks
• Handling all time off requests and expense reports for direct reports
• Recruiting, training, and onboarding new strategists
Client and Advisor Services:
• Meeting with wealth advisors/financial planners/other wealth management and members of the Wealth Solutions group to review, fund, and maintain estate plans
• Reviewing and summarizing existing estate planning documents, including making appropriate recommendations regarding changes and additions based upon changes in law and family circumstances
• Answering general informational estate planning questions from clients and advisor teams
• Serving as an in-house resource in estate planning to wealth management teams nationwide
• Remaining current with related estate, trust, and tax legislation nationwide
• Support business development through leading presentations, thought leadership publications, and prospective client meetings, as necessary
• Management of a service specialist, as assigned, as related to overseeing day-to-day tasks, training, calendars, time management, coaching, and mentoring
• Other duties, as assigned
Knowledge, Skills, and Abilities:
• Juris Doctor (JD)
• Licensed to practice law in at least one state. Desire and ability to become licensed in multiple states
• Ability to convey complex estate planning topics to clients and advisors
• 3-5 years legal experience
• 1 year management experience
• Strong business acumen and ability to carry out initiatives outlined by the estate planning leader
• Excellent analytical, problem-solving, and decision-making skills
• Strong communication and interpersonal skills, with the ability to influence and collaborate with cross-functional teams and senior leaders.
• Have a “can do” positive attitude while working well as part of a large team
• Ability to travel up to 25%
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.
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.
Working Conditions:
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.
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 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, ****** 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.
For nearly 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating expertise in financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,200 families in more than +0 cities across the U.S. We are an independent, national fiduciary committed to always working in our clients’ best interests.
Mercer Advisors offers a distinct work environment that we believe 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.
Job Summary:
The Attorney - Manager should have a strong background in estate planning and people management. As a Manager at Mercer Advisors, you will act as a mentor and role model for the entire estate planning team. You will provide support and accountability to your direct reports, while leading by example as a player-coach.
Essential Job Functions for this role include:
Management:
• Supervising team of estate planning strategists to ensure they are performing pursuant to key metrics; as well as following best practices for group, client, and advisor interaction, as established by the head of the department
• Addressing feedback from clients and wealth management teams with a focus on improving overall and future experiences
• Developing and building internal resources to assist strategists, estate planning specialists, and estate planning service specialists in tasks
• Handling all time off requests and expense reports for direct reports
• Recruiting, training, and onboarding new strategists
Client and Advisor Services:
• Meeting with wealth advisors/financial planners/other wealth management and members of the Wealth Solutions group to review, fund, and maintain estate plans
• Reviewing and summarizing existing estate planning documents, including making appropriate recommendations regarding changes and additions based upon changes in law and family circumstances
• Answering general informational estate planning questions from clients and advisor teams
• Serving as an in-house resource in estate planning to wealth management teams nationwide
• Remaining current with related estate, trust, and tax legislation nationwide
• Support business development through leading presentations, thought leadership publications, and prospective client meetings, as necessary
• Management of a service specialist, as assigned, as related to overseeing day-to-day tasks, training, calendars, time management, coaching, and mentoring
• Other duties, as assigned
Knowledge, Skills, and Abilities:
• Juris Doctor (JD)
• Licensed to practice law in at least one state. Desire and ability to become licensed in multiple states
• Ability to convey complex estate planning topics to clients and advisors
• 3-5 years legal experience
• 1 year management experience
• Strong business acumen and ability to carry out initiatives outlined by the estate planning leader
• Excellent analytical, problem-solving, and decision-making skills
• Strong communication and interpersonal skills, with the ability to influence and collaborate with cross-functional teams and senior leaders.
• Have a “can do” positive attitude while working well as part of a large team
• Ability to travel up to 25%
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.
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.
Working Conditions:
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.
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 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, ****** 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.
💡 Quick Summary
Seeking a career-building opportunity? The Attorney Manager position is now open for candidates interested in the Legal Jobs sector. This role in Altona offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Legal Jobs is a plus.