Talent Acquisition Partner (Tax, Estate Planning)

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.

The Talent Acquisition Partner is responsible for driving internal talent acquisition strategies through utilizing best practice initiatives and tactics to source, identify, attract, and hire talent into the organization under the direction of the Director, Talent Acquisition. This critical talent acquisition role requires an individual to understand the business structure and will recruit for all departments in the organization, which include:  Wealth Management, Sales, Family Wealth Services, Investment Operations, IT, and other mid to back-office career opportunities.  This role requires a high level of flexibility, attention to detail, and ability to prioritize and plan work well for execution.

Essential Functions for the role include: 

• Full cycle recruitment with strong organizational skills with an attention to detail around compliance and employment laws.
• Work closely with Hiring Managers throughout the full recruitment lifecycle:
• Intake Meeting
• Sourcing
• Interview/Assessment
• Interview Scheduling for candidates who pass the phone screen
• Finalist Selection
• Offer & Acceptance
• Develop and maintain a centralized requisition log, candidate flow to close, participate in weekly team meeting with Director, Talent Acquisition and Senior Director, People Operations to discuss requisition status, candidate flow, barriers to recruitment, and placement close.
• Manage job postings for the recruitment team – create job templates, post internally and externally, and remove upon offer/acceptance.
• Ensure requisitions, postings, interview and selection processes are aligned with organizational/team requirements/specifications
• Source, select, screen, interview and evaluate candidates for various career opportunities within the organization, including providing counsel and guidance to hiring managers
• Creatively source for candidates while building a network of candidates for current and future opportunities (LinkedIn, national and local professional associations)
• Identify alternative recruitment methods such as online recruitment methods, job fairs, professional organizations, technical programs, and universities to target highly skilled individuals and work with Director, Talent Acquisition and Senior Director, People Operations on additional recruitment strategies to be implemented timely to have a successful recruitment cycle for the hiring manager.
• Manage all temporary agency relationships.  Actively involved in screening Agency referrals with the decision to not forward to hiring manager based on HR/Recruiting knowledge, culture, and skillset assessment.
• Write, place, and maintain compelling job postings to communicate our unique and engaging work culture.
• Manage evergreen requisitions for candidate qualification, interests to build a database of future candidates for pipeline recruitment.
• Contribute to HR team with best practice recruitment and retention strategies to build a best-in-class and diverse and equitable employee workforce.
• Role is 30% talent management administrative with 70% focused on sourcing, interviewing, candidate presentation, offer recommendation for internal equity review, and verbal offer.

Competencies:

• Driven to deliver
• Strong service mindset
• Self-starter
• Keen attention to detail
• Organized
• Strong verbal and written communication

Education and Experience:

• BA/BS preferred
• 3+ years of fast-pasted recruiting experience and successfully handling a variety of roles throughout the business; hunting and networking skills required
• Prior experience within financial services/RIA industry is a plus
• Experience with recruiting systems – UKG experience helpful
• AIRS Search Lab (CIR) and Professional Recruitment Certification (PRC) a plus
• Ability to use good judgment, prioritize and plan work well, and execute deliberately
• Timely follow-through & follow-up required
• Must have the ability to maintain a strict level of confidentiality and required to exercise extreme discretion
• Ability to manage multiple tasks, show adaptability and meet deadlines while maintaining accuracy with a strong attention to detail
• Ability to handle sensitive and confidential issues objectively
• Demonstrate exceptional verbal communication skills, including building rapport and conducting meaningful conversations both on the phone and in person
• Professional who exercises sound judgment and diplomacy
• Proven ability to operate both strategically and tactically in a high-energy, fast-paced environment; willingness to pitch in to help the team

Work Schedule:  Monday through Friday, 8:00AM – 5:00PM with flexibility.  Work location is flexible with the expectation to available for in-person meetings and/or travel. 

Working Conditions:  Professional home office work environment, business hours with some early morning or late day calls and travel as required by the business, standing, and sitting.  Ability to occasionally travel for college career fairs.

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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