M&A Principal Integrations Engineer

Why Work at Mercer Advisors?

For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.

Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*

Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.

Join us and help families amplify and simplify their financial lives with confidence.

* 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 M&A Integrations Engineer reports to the Senior Director, Infrastructure & Operations and partners closely with the Partner Integrations team and senior leadership. This role leads infrastructure, SaaS, and on-premises integration and migration efforts in a fast-paced, collaborative environment. The position requires frequent travel, decisive troubleshooting and decision-making, and clear communication at every level, including with firm principals who have little technical background.

 

Essential Job Functions for this role include:

Travel to acquired firm locations to assess infrastructure, conduct discovery, and drive integration activities in line with Mercer Advisors' cloud-only environment. Lead decommissioning of on-premises equipment and migrate workloads, email, documents, and SaaS applications to Azure and Microsoft 365. Serve as the day-to-day technical contact for the Partner Integration team, acquired firm staff, and senior leadership throughout each integration. Deploy and support SaaS applications, Azure IaaS services, network infrastructure, video conferencing, and ISP connectivity at acquired locations. Own DNS and domain migrations from planning through cutover. Be the second-level escalation for the Service Desk and help the team get comfortable supporting newly integrated environments. Write and maintain PowerShell scripts to automate repetitive tasks and keep configurations consistent across environments. Maintain documentation around SOPs, project status, and work performed. Priorities shift around firm close and migration dates; flexibility is required.

 

Knowledge, Skills, and Abilities:

High School Diploma or equivalent required. Bachelor's degree in IT, Computer Science, or a related field preferred. 5+ years in systems engineering required. Experience with M&A integrations or integrating newly acquired environments into existing systems is strongly preferred; managed service provider experience is also highly valued. TECHNICAL SKILLS Required: Azure Active Directory (Entra ID), AADDS, Microsoft Intune Microsoft 365: Exchange Online, SharePoint Online, Teams, OneDrive Windows 10/11 and Windows Server 2016–2022 DNS, domain registration, and domain migration Networking: LAN/WAN, switching, routing, Meraki Preferred: PowerShell scripting and automation Box content management Video-conferencing deployment (Zoom, Teams Rooms, or equivalent) ISP procurement and circuit coordination Certifications (Preferred): CompTIA Network+ / Security+ MCSA: Windows Server 2016 or higher MS-900: Microsoft 365 Fundamentals AZ-900: Microsoft Azure Fundamentals 10961-C: Automating Administration with Windows PowerShell Location: Remote, with regular travel to acquired firm locations nationwide. Travel volume tracks acquisition activity and can be heavy at times. Candidates near an existing Mercer Advisors office are welcome to work from that location. The ability to travel on short notice is required.

 

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.

Application Deadline: The initial deadline for applications is 5/25/2026. 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.

 

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 Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
• Kaiser Medical plans available in California
• Health Savings Account (HSA) with company contributions 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 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 email PeopleTeam@merceradvisors.com. This inbox is for accommodation requests only.

For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights.

If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here.
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