Event Operations Specialist

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:

In a category that is traditionally undifferentiated, and where customers are (rightly) cynical about the promises made by financial advisors – Mercer stands as a firm that is client-focused first, second, and always. We have built a highly differentiated client offering and business model and enjoy exceptional feedback from our clients and advisors. Our clients enjoy the boutique experience of having a personal advisor who often is a member of their community, and the benefits that come with a large national fiduciary RIA (institutional-grade portfolios and exceptional support). Each local branch understands the unique needs of their clients, yet they are united by a national team of specialized experts across financial planning, investments, tax strategies, estate planning, and more. As we enter our next chapter, communicating directly to new clients with the same personal, localized perspective advisors take to serving our existing clients will be crucial to our success. The Event Operations Specialist will play a crucial role in assisting with our local marketing strategy. 

 

Essential Job Functions for this role include:

Event Project Management :

Project Intake, planning & logistics

Create detailed event briefs and project timelines.

Select and book venues and locations.

Arrange for essential event services (catering, entertainment, AV, transportation).

Negotiate and execute contracts with vendors and stakeholders.

Manage menu selection and floorplan creation.

Supervise event setup, execution, and teardown.

Invitations, Presentations & Collateral

Collaborate with the marketing team on all event-related materials, including invitations, advertisements, and presentations.

Establish invitation list in partnership with local offices and oversee invitation process. 

Manage event registration technology and track RSVPs. 

Determine branding, signage, and swag needs.

Manage production of all collateral

Manage Vendor Relationships

Maintain relationships with key vendors for future events.

Keep an updated list of venues and vendors.

Post-Event Measurement & Budget Reconciliation 

Create and manage Salesforce market campaigns for each local event or campaign.

Ensure accurate attendance is recorded and ROI is tracked.

Administer and monitor results for post-event surveys and look to incorporate feedback to future events. 

Reconcile spend vs. event budget and track costs.

Ensure all leads from an event are systematically documented and tracked. 

Special Projects :

Intake any special project requests from local offices and work with the Marketing Director to assess whether they fit the regional strategy.

Manage planning process and execution of special projects. 

Work with content team on any marketing collateral needed and manage production of assets.  

 

Requirements:

Minimum 3 years of experience in event planning.

Ability to travel up to 25%

Ability to direct operations for events in multiple markets from a remote position.

Ability to make judgement calls in a fast-paced work environment.

Deep knowledge of event planning and logistics.

Proficiency with event registration technologies (Cvent, EventSpark, or similar).

Proficiency with Salesforce or another CRM system

 

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.     

 

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 9/1/2026. 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. 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 $55,000 — $75,000 USD

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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