[Hiring] Senior Manager, Client Data Permissions & Privacy Governance @Mercer Advisors

Role Description

Mercer Advisors is transforming its client data permissions model to deliver a more secure, scalable, and client-centric experience. This role will serve as the single accountable leader for client data access and privacy, ensuring the firm operates with a consistent, role-based, and auditable permissions model across all systems and workflows.

• Own the Permissions & Privacy Framework – Serve as the single business owner of client data permissions and governance, defining role-based access principles and clear decision rights. Evolve the framework as appropriate.
• Operationalize Access & Policy Management – Influence the design and manage workflows for access provisioning, deprovisioning, temporary access, advisor transitions, and confidential client handling.
• Govern Ongoing Permission Decisions – Act as the central project manager for complex access requests. Maintain clear policy guidance for recurring scenarios.
• Build Audit, Monitoring & Risk Controls – Establish audit processes, reporting, and monitoring to ensure consistency and detect inappropriate access.
• Drive Cross-System Alignment – Partner with Product and Technology teams to standardize permissions across all platforms and products.
• Enable the Organization – Partner to create training, guidance, and FAQs to ensure employees understand access policies and processes.

Qualifications

• Strong working knowledge of role-based access controls, data privacy principles, and access management practices in a regulated or highly controlled environment.
• Ability to convert business needs, risk considerations, and policy requirements into clear access rules and decision criteria.
• Strong analytical skills to investigate complex permission scenarios, assess risk, and recommend practical solutions.
• Demonstrated project management and process design skills, including the ability to organize ambiguous work and drive cross-functional follow-through.
• Excellent judgment, discretion, and comfort handling confidential or sensitive client and employee information.
• Outstanding written and verbal communication skills, including the ability to create policy guidance, FAQs, and executive-ready updates.
• Strong relationship-management skills with the ability to influence Product, Technology, Compliance, Legal, Operations, and business stakeholders.
• High attention to detail and ability to manage multiple complex requests, escalations, and improvement efforts simultaneously.
• Proficiency with Microsoft Word, Excel, PowerPoint, Teams, SharePoint, and workflow/reporting tools.

Requirements

• Experience with data governance, privacy operations, risk management, compliance, wealth management operations, or financial services preferred.
• Experience supporting system-access design, access request workflows, audit/remediation routines, or enterprise transformation initiatives preferred.
• Familiarity with CRM, portfolio management, or client data platforms used in a wealth management environment is a plus.

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) 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