[Hiring] Process Engineer @Mercer Advisors

Role Description

The Process Engineer, Partner Integration is a newly created role on the Partner Integration team. Working alongside the Director, Partner Integration and the New Partner Strategy & Success team, this individual enters post-LOI conversations with incoming partner firms to understand how they operate, including client service workflows and the technology that supports them, and maps that understanding onto Mercer Advisors' operating architecture. The goal is to move post-close integration away from reactive, incremental change and toward organized, well-timed releases that both partner firms and internal teams can anticipate and plan around.

Essential Job Functions

• Participate in post-LOI discovery conversations with newly acquired partner firms to understand their existing operations, workflows, and technology.
• Document each firm's current-state processes and systems, and translate that information into Mercer Advisors' operating architecture and technology stack.
• Identify gaps, dependencies, and risk areas between a partner firm's operating model and Mercer Advisors' target-state processes.
• Build and continuously refine a repeatable framework and toolkit for evaluating and onboarding new partner firms.
• Partner with Legal, Finance, Operations, Technology, and Leadership to translate discovery findings into a planful, sequenced integration roadmap.
• Group post-close changes into organized "releases" rather than continuous incremental adjustments.
• Travel to partner firm locations as needed to conduct onsite discovery and support integration planning.
• Maintain clear, organized documentation, including process maps, systems inventories, and workflow diagrams.
• Serve as a subject-matter resource on Mercer Advisors' core operating systems (including Aspen) as they relate to partner firm integration.
• Support change management and communication with partner firm teams as they transition into Mercer Advisors' operating model.
• Other duties as assigned.

Qualifications

• Bachelor's degree required; related certification (e.g., Lean, Six Sigma, PMP) a plus.
• Demonstrated experience in business process documentation, workflow design, systems evaluation, and technology implementation.
• Experience in wealth management, RIA, or financial services strongly preferred; familiarity with Mercer Advisors' operations and the Aspen platform highly preferred.
• Working knowledge of Salesforce or similar CRM/deal management platforms a plus.
• Strong analytical skills; able to absorb complex, sometimes incomplete information and translate it into clear, actionable plans.
• Excellent written and verbal communication skills, including the ability to build rapport with newly acquired partner firms during a sensitive transition period.
• Organized and detail-oriented; able to create structure and repeatable process in areas where none yet exists.
• Comfortable working without a defined playbook; this role will require building structure alongside doing the work.
• Willingness and ability to travel to partner firm locations as needed.
• Prior experience supporting M&A integration or a similar acquisition environment a plus.

Requirements

• This professional role operates Monday through Friday, 8AM to 5PM, with flexibility for early or late hours as client and business needs arise.
• Regular travel to partner firm locations is a core part of the work.

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.
• 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).
• Adoption Assistance Reimbursement Program.
• Company Paid Concierge Services for you and your loved ones.
• 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.