Senior Manager, Client Data Permissions & Privacy Governance

Job Summary

Mercer Advisors is transforming its client data permissions model to deliver a more secure, scalable, and client-centric experience. While foundational frameworks are being built, we need an analytical and curious leader to govern permissions, enforce policy, and operationalize access across the firm.

This role will serve as the single accountable leader for client data access and privacy, ensuring the firm operates with a consistent, role-based, and auditable permissions model across all systems and workflows.

Today, permission decisions are fragmented across teams, systems, and workflows—creating risk, inefficiency, and inconsistency. This role centralizes ownership, drives accountability, and ensures Mercer Advisors can scale its client experience while upholding the highest standards of privacy, security, and trust.

Essential Job Functions

• Own the Permissions & Privacy Framework – Serve as the single business owner of client data permissions and governance, defining role-based access principles and clear decision rights. Evolve the framework as appropriate.
• Operationalize Access & Policy Management – Influence the design and manage workflows for access provisioning, deprovisioning, temporary access, advisor transitions, and confidential client handling.
• Govern Ongoing Permission Decisions – Act as the central project manager for complex access requests. Maintain clear policy guidance for recurring scenarios.
• Build Audit, Monitoring & Risk Controls – Establish audit processes, reporting, and monitoring to ensure consistency and detect inappropriate access.
• Drive Cross-System Alignment – Partner with Product and Technology teams to standardize permissions across all platforms and products.
• Enable the Organization – Partner to create training, guidance, and FAQs to ensure employees understand access policies and processes.