Vice President, Trading, Operations & Billing

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 42,800+ families across 110+ 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 Vice President of Trading, Operations & Billing is a leadership role responsible for the oversight, evolution, and scalability of Mercer Advisors’ investment operations platform. This includes end-to-end accountability for trading execution, operations, advisory fee billing, and supporting infrastructure across a national RIA managing over $100 billion in client assets.

The role leads a multi-functional team of 60+ professionals spanning Trading, Operations, and Billing. The role has a meaningful and direct impact on the client and advisor experience, by ensuring the teams closest to the clients (our service and wealth management teams) have the operational accuracy, responsiveness, consistency and partnership needed to deliver our Mercer Advisors’ promises.  

This role plays a critical part in bringing Mercer Advisors’ institutional-grade investment platform and fiduciary promise to life by ensuring operational excellence, consistency, and risk management across all client portfolios, while creating a high-quality experience for advisors, client service teams, and internal partners who rely on Investment Platform Operations every day.

As a key leader within the Investment organization, the VP will drive a culture of continuous improvement, process redesign, and operational scalability, while building and mentoring next-generation leaders across Trading, Operations, and Billing functions.

Essential Job Functions for this role include:

1. Platform Leadership & Strategy

• Lead the strategic direction and execution of Trading, Operations and Billing functions to support firm growth, scale, and client experience
• Evolve the operating model to align with Mercer Advisors’ integrated family office approach, ensuring seamless coordination across advisory, portfolio management, and service teams
• Partner with CIO, Investment Committee, and Technology leadership to continuously enhance the investment platform

2. Culture of Continuous Improvement

• Establish and embed a continuous improvement mindset across all functions, driving measurable gains in efficiency, scalability, and quality
• Lead process redesign initiatives to simplify workflows, eliminate redundancies, and improve speed, accuracy and ease of doing business for clients and client-facing teams.
• Enhance operational KPIs and dashboards to track performance, risk, throughput, service quality, and client and team experience indicators.
• Use operational data, feedback from advisors and service teams, and issue trends to identify opportunities to continuously improve client outcomes and team experience.
• Attract, hire, and develop team members with a builder's mindset: people who actively look for ways to automate and simplify their own work, and who see that as a path to growth into higher-value, more strategic responsibilities.

3. Fiduciary Oversight & Risk Management

• Ensure all operational processes and trading activities meet the firm’s fiduciary standard and regulatory obligations
• Strengthen governance frameworks, controls, and audit readiness across investment operations, account operations, trading, and billing

• Partner closely with Compliance and Risk to ensure consistency, documentation, and adherence to policies

4. Trading & Execution Excellence

• Oversee best execution practices, trading strategy implementation, and system optimization
• Ensure scalability and precision across portfolio implementation, rebalancing, and trading workflows
• Act as business owner to evaluate and enhance trading technologies, automation, and vendor partnerships

5. Operations & Billing Leadership

• Lead operational functions including operations, portfolio accounting, reconciliation, performance reporting, and client billing
• Ensure accuracy, timeliness, and consistency across all client accounts and reporting outputs
• Drive modernization of billing processes, controls, and transparency, increasing collection accuracy and timeliness
• Ensure appropriate processes are in place to support custodial coordination including various custodial alerts.

6. Talent Development & Team Leadership

• Build, mentor, and develop next-generation leaders across Trading, Operations, and Billing
• Establish clear career paths, succession plans, and leadership development programs for Trading, Operations and Billing teams
• Foster a high-performance culture grounded in accountability, collaboration, and continuous learning

7. Client-Facing Team Partnership & Cross-Functional Collaboration

• Serve as a trusted partner to advisor, client service, Portfolio Consulting, Technology, Portfolio Management Group, Compliance, Partner Success, Enablement, and Finance teams to ensure operational support is aligned with client and business needs.
• Strengthen the partnership model between Investment Platform Operations and client-facing teams, ensuring issues are triaged clearly, escalations are handled with urgency, and communication is timely, accurate and solution oriented. 
• Translate operational complexity into clear guidance, reliable processes, and effective support so client-facing teams can deliver consistent, high-quality client experiences. 
• Act as senior escalation point for complex operational or client-impacting issues, balancing responsiveness, risk management, and long-term process improvement. 
• Represent Investment Platform Operations in firm-wide initiatives, integrations, and strategic projects with a focus on improving client outcomes, advisor efficiency and team experience. 

Leadership Expectations

• Lead with a fiduciary-first mindset, ensuring client outcomes always come first
• Drive clarity and accountability across complex, cross-functional processes
• Champion innovation and change, balancing agility with disciplined execution
• Develop leaders, not just teams, building long-term organizational capability
• Operate with enterprise perspective, aligning local execution with national platform strategy
• Enable an excellent client and team experience, ensuring operational decisions, communication, and service models support the advisors and teams responsible for delivering Mercer Advisors’ promise to clients. 

Why This Role Matters

This role is critical to ensuring Mercer Advisors continues to deliver institutional-quality investment execution at scale, while maintaining the boutique, client-centric experience that defines its family office model. By leading the teams responsible for the operational founding behind trading, account operation, investment operations and billing, the VP enables advisors and client facing teams to serve clients with greater confidence, consistency and responsiveness. 

The VP will directly influence how effectively the firm translates its investment philosophy and fiduciary commitment into operational excellence, enabling advisors and clients to fully realize the value of Mercer Advisors’ integrated platform.

Knowledge, Skills, and Abilities:

• 10+ years of progressive experience in operations, trading, or wealth/investment management platforms
• Demonstrated leadership experience managing large, multi-functional teams
• Deep understanding of operations, trading systems, and billing processes within an RIA or institutional platform
• Strong knowledge of fiduciary standards, compliance, and operational risk frameworks
• Proven track record driving process transformation, automation, and operational scale. Six Sigma green or yellow belt certifications, Kaizen, or other process improvement methodologies preferred
• Exceptional communication, leadership, and stakeholder management skills

Preferred:

• Series 65 (or ability to obtain)
• CFA, CAIA, or MBA

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 10/23/2026. 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.

The annualized compensation range for this role is based on factors including, but not limited to, experience, skillset, and geographic location where work is performed. The cash compensation range includes both base salary and an annual bonus. The total compensation package may include additional cash bonus amounts and other incentive compensation.

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.

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