Process Engineer

This is a fully remote position, open to applicants in United States.

📋 Description

• Engage in post-LOI discovery discussions with newly acquired partner firms to gain insights into their current operations, workflows, and technology.

• Record each firm's existing processes and systems, translating that information into Mercer Advisors' operational framework and technology stack.

• Identify gaps, dependencies, and risk factors between a partner firm's operational model and Mercer Advisors' targeted processes.

• Develop and continuously enhance a systematic framework and toolkit for assessing and onboarding new partner firms.

• Collaborate with Legal, Finance, Operations, Technology, and Leadership to convert discovery insights into a structured, sequenced integration roadmap.

• Organize post-close changes into structured releases to help partner firms anticipate and prepare for transitions.

• Travel to partner firm locations as necessary to conduct onsite discovery and assist in integration planning.

• Maintain documentation, which includes process maps, systems inventories, and workflow diagrams.

• Act as a subject-matter expert on Mercer Advisors' core operating systems, including Aspen.

• Facilitate change management and communication with partner firm teams during the transition period.

• Execute additional duties as assigned.

⛳️ Requirements

• Bachelor's degree is required; relevant certification (e.g., Lean, Six Sigma, PMP) is a plus.

• Proven experience in business process documentation, workflow design, systems evaluation, and technology implementation.

• Experience in wealth management, RIA, or financial services is strongly preferred; familiarity with Mercer Advisors' operations and the Aspen platform is highly favored.

• Working knowledge of Salesforce or similar CRM/deal management platforms is a plus.

• Strong analytical abilities; capable of digesting complex, sometimes incomplete information and converting it into clear, actionable plans.

• Excellent written and verbal communication skills, including the ability to establish rapport with newly acquired partner firms during a sensitive transition period.

• Highly organized and detail-oriented; able to create structure and repeatable processes in areas lacking them.

• Comfortable working without a predefined playbook; this role requires building structure while executing tasks.

• Willingness and capability to travel to partner firm locations as required.

• Previous experience supporting M&A integration or a comparable acquisition 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 plan options, 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 for those 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 allow for recovery, baby bonding, and family time.

• Adoption Assistance Reimbursement Program.

• Company Paid Concierge Services for you and your loved ones to assist with the caring needs for aging parents, young children, life’s challenges, and more.

• 401(k) Retirement Plan with both Traditional and Roth options, including a per pay period match and an after-tax option.

• Pet Insurance.

• Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing.