Insurance Operations Manager - UHNW - West Coast

Job Description

Job Description

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 Operations Manager provides daily, ongoing operational support and administration for the Insurance Solutions group at Mercer Advisors with a particular focus on the insurance needs of Ultra-High-Net-Worth clients. This includes case management, tracking, reporting, and development of business processes and workflow systems. This role will be a key member of the Insurance Solutions team and will ensure smooth implementation of existing and new procedures and processes for Insurance Solutions. The person in this role will be a liaison between various business units and our wealth advisory teams.

The ideal candidate will be organized, have outstanding attention to detail, have excellent computer proficiency, and will have high-level interpersonal communication skills. We are looking for someone with a strong understanding of the insurance industry.

Our Insurance Solutions group provides support with our full suite of solutions to our wealth advisors and clients, including life, long-term care, property and casualty, and annuities.

Essential Job Functions will include :

Required Knowledge, Skills and Abilities :

Work Schedule : Day and evening hours as needed

Working Conditions : Professional office environment, daytime and evening hours, working inside, standing, and sitting, will be assigned to a workstation.

Average annual salary range for this position across our locations is : $120,000 - $135,000. Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant's geographic location, relevant experience, education, skills and licenses / certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors' incentive compensation programs.

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 :

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.

If you need an accommodation seeking employment with Mercer Advisors, please email PeopleTeam@MercerAdvisors.com. This email is for accommodation requests only. Accommodations are made on a case-by-case basis.

Applicants have rights under federal employment laws :

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