Vice President, Trading, Operations & Billing

About this role

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…