Account Manager

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

We are seeking a seasoned Account Manager to join our Business Management team. The ideal candidate will bring over ten years of accounting and bookkeeping experience within the Business Management industry, along with a strong track record of professionalism, integrity, and client service. Success in this role requires exceptional attention to detail, strong analytical skills, proficiency in Excel and Word, and the ability to stay highly organized in a fast-paced environment. We value individuals who are collaborative, service-oriented, and eager to contribute to a supportive team culture. This position offers the opportunity to continue growing your expertise while making a meaningful impact within our firm.

Responsibilities:

• Serve as the primary point of contact for clients, managing day-to-day communications and handling requests, inquiries, and special projects (e.g., asset purchases).
• Prepare, review, and maintain financial statements, including general ledger coding and upkeep.
• Record and track investments, ensuring accuracy and compliance.
• Perform bank account reconciliations and manage accounts receivable and payable, including deposits and bill payments through Datafaction/DF Imaging/AgilLink.
• Oversee payroll processing, 1099 reporting, business license registrations/renewals, and sales/use tax filings.
• Prepare and submit guild reporting.
• Support insurance and benefits administration, including medical claims, non-medical insurance requirements, pension plan administration, and life insurance/insurance trusts (familiarity required).
• Maintain organized records through document scanning and secure digital filing.
• Supervise and mentor assistant(s), providing guidance and oversight.
• Perform additional responsibilities as needed to support clients and the team.

Qualifications and Skills:

• Minimum of 5 years of business management and/or bookkeeping experience (Business Management industry experience strongly preferred).
• Bachelor’s degree in Accounting, Finance, or Business Administration a plus.
• Proficiency in Datafaction/DF Imaging and AgilLink required; strong knowledge of Microsoft Office (Excel, Word, Outlook) and data management tools. Experience with Microsoft Teams preferred.
• Exceptional organizational skills with keen attention to detail, accuracy, and follow-through.
• Strong analytical, critical thinking, and problem-solving abilities.
• Excellent verbal, written, and interpersonal communication skills.
• Demonstrated ability to build and maintain strong client relationships.
• Collaborative team player with proven experience supervising and mentoring staff.

Working Conditions:

Professional office environment. Working inside, sitting, standing. No heavy lifting over 10 lbs. Hybrid requirement with more time expected in-office during the first 90-days for training.

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.

Base Pay Range

$119,000 - $140,000 USD

Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focu