Direct Acquisition Project Manager

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 Direct Acquisition Project Manager will play a critical role in driving growth by managing and coordinating all direct acquisition marketing projects from brief to implementation. This role will oversee initiatives across a wide range of channels, including website, SEO/SEM, paid social, paid search, email marketing, and traditional media. The ideal candidate is a highly organized, motivated, and agile project leader who thrives in a fast-paced environment. They will be responsible for tracking execution and progress across all direct acquisition marketing tasks, ensuring visibility into each channel's status, while keeping cross-functional teams aligned and on track.

Essential Job Functions and Responsibilities

Project Management & Execution

• Own end-to-end project management across all direct acquisition marketing channels, including with marketing, sales, and technology teams, with a strong focus on tracking individual task execution and high-level reporting.
• Leverage Monday.com as the primary project management tool. Must be a “power user,” capable of optimizing existing workflows, refining templates, and ensuring team-wide adoption.
• Proactively identify and resolve project bottlenecks to maintain continuous forward progress.
• Coordinate cross-functional teams, including marketing strategy, creative, channel owners, technology, and sales, to ensure timely and successful project delivery.
• Apply both agile and waterfall methodologies as appropriate to the project scope and team dynamics.
• Ensure all projects align with business goals and brand standards.

Cross-Functional Collaboration

• Coordinate projects end-to-end across internal and external stakeholders, including agency partners.
• Facilitate project briefings, stand-ups, reviews, and retrospectives, with a focus on identifying blockers and collaborating on solutions.
• Partner with stakeholders to define project scopes, success metrics, and resource needs.
• Support the launch and ongoing management of the Halo intake process for specialty segment projects: monitoring requests, ensuring complete intake forms, scheduling discovery sessions, and collaborating with team for timeline planning.

Process Optimization, Organization & Operational Support

• Establish and maintain efficient workflows, meeting cadences, and documentation practices.
• Develop and maintain risk mitigation strategies to prevent project stalls.
• Ensure consistent project management practices across teams, including standardized file storage (Box, OneDrive, Monday) to drive efficiency and accountability.
• Provide operational support to team, including centralizing, maintaining, and creating all Direct team operational artifacts to improve team productivity
• Identify and implement process improvements to increase team efficiency and throughput.

Technical & Creative Coordination

• Collaborate with both technical and creative teams to ensure seamless execution of campaigns and initiatives.
• Understand and manage content management systems and digital production workflows.
• Ensure that creative assets and technical requirements are delivered on time and meet project specifications.

Required Knowledge, Skills & Abilities

• 5+ years of experience in project management, preferably in a marketing or digital environment.
• Experience with both technical and creative project management.
• Expert proficiency in Monday.com.
• Proven experience managing multi-channel marketing campaigns and cross-functional teams.
• Familiarity with agile and waterfall project management methodologies.
• Strong organizational and time management skills, with the ability to manage multiple projects simultaneously.
• Demonstrated success in removing project barriers and maintaining project momentum in fast-paced environments
• Excellent communication, collaboration, and problem-solving skills.
• Experience working with content management systems and digital marketing platforms.
• Bachelor’s degree in Marketing, Business, Communications, or a related field.

 

Work Schedule:

Monday through Friday, 8:00AM – 5:00PM

 

Working Conditions:

Professional office environment. Working inside. Standing and sitting. No heavy lifting over 20 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, 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.

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