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 ope