Managing Partner, Estate Planning – UHNW

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.

Job Summary

At Mercer Advisors, our purpose is to amplify and simplify our clients' financial lives through a fully integrated family office offering. We bring together fiduciary professionals across disciplines to do the best work of their careers — as one unified team committed to doing what's right for clients. We continue to reinvest in our people and platform so that our growth creates more opportunities for teammates and more value for clients.

Regis is Mercer Advisors' multi-family office offering designed for ultra-high net worth families with complex, multi-generational wealth. Regis clients often have the means to build their own family office, and they require a deeply integrated wealth management experience with the highest level of service, coordination, and sophistication. We are a team of world-class fiduciary professionals delivering integrated advice across investments, financial planning, estate strategy, tax strategy, and more with the aim of making every client feel like our only client.

We are seeking an exceptional Managing Partner, Estate Planning - Regis to lead and grow our UHNW-focused estate planning practice. This is a senior practice leadership role responsible for building and directing an elite team of estate planning strategists dedicated to serving our most complex families. You will serve as the firm's highest-level technical authority on estate planning matters, set the standard for planning excellence, and personally engage on the most sophisticated client situations. This is not a review or oversight role. You will bring the deep technical expertise, professional credibility, and collaborative leadership that UHNW families and top-tier estate planning professionals expect from a leader of this caliber.

Essential Job Functions

• Lead and grow the Regis estate planning practice, setting the technical standard, practice philosophy, and quality bar for the team.
• Build, lead, and mentor an elite team of UHNW-focused estate planning strategists, fostering a culture of technical excellence, intellectual curiosity, and continuous development.