Mercer Advisors
- Internship
Why Work at Mercer Advisors?
For nearly 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:
As Community Marketing Operations intern, you will assist in the administrative tasks related to the planning, production, and execution of high-quality local events and marketing campaigns with the goal of driving new clients for Mercer Advisors. In this unique role you will sit on the community marketing team, under the supervision of the Marketing Director, but also work closely with the marketing operations team and local branches.
Applicants should have strong verbal and written communication skills with background and/or interest in marketing and event planning. The successful applicant will have an entrepreneurial mindset, while also thriving in a dynamic, fast-paced “one team” environment. Your 10-week long summer internship will be filled with opportunities for professional development, mentorship, and the chance to apply coursework to real-world experiences.
Essential Job Functions for the Internship will include:
- Work on data and reporting for the community marketing team, including updating budgets and key metrics for senior stakeholders.
- Assist the community marketing team with logistics for event planning and coordination.
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- Maintain Salesforce, ensuring marketing campaigns, events, and all related prospect opportunities are properly recorded.
- Manage attendee lists for events and update internal stakeholders on RSVP and attendance lists for events.
Required Knowledge, Ability and Skills
- Must be enrolled in a Bachelors (as a rising Sophomore, Junior, or Senior) or Master’s program
- Excellent Microsoft Office proficient skills, particularly Microsoft Excel
- Familiarity with Salesforce a plus.
- Ability to work in fast-paced environment, meet deadlines, and shift priorities as needed.
- Proactive, growth-oriented mindset.
- Strong verbal and written communication skills.
Work Schedule
8:00am to 5:00pm local office time
Working Conditions
Professional office environment. Working inside, sitting, standing. Will be assigned to a workstation. No heavy lifting over 20 lbs.
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.
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