Event Operations Specialist

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.

About the Role

Mercer Advisors stands as a firm that is client-focused first, second, and always. We have built a highly differentiated client offering and business model and enjoy exceptional feedback from our clients and advisors. Our clients enjoy the boutique experience of having a personal advisor who often is a member of their community, and the benefits that come with a large national fiduciary RIA (institutional-grade portfolios and exceptional support).

Responsibilities

• Project Intake, planning & logistics
• Create detailed event briefs and project timelines
• Select and book venues and locations
• Arrange for essential event services (catering, entertainment, AV, transportation)
• Negotiate and execute contracts with vendors and stakeholders
• Manage menu selection and floorplan creation
• Supervise event setup, execution, and teardown
• Invitations, Presentations & Collateral
• Collaborate with the marketing team on all event-related materials, including invitations, advertisements, and presentations
• Establish invitation list in partnership with local offices and oversee invitation process
• Manage event registration technology and track RSVPs
• Determine branding, signage, and swag needs
• Manage production of all collateral
• Vendor Relationships
• Maintain relationships with key vendors for future events
• Keep an updated list of venues and vendors
• Post-Event Measurement & Budget Reconciliation
• Create and manage Salesforce market campaigns for each local event or campaign
• Ensure accurate attendance is recorded and ROI is tracked
• Administer and monitor results for post-event surveys and look to incorporate feedback to future events

Requirements

• Minimum 3 years of experience in event planning
• Ability to travel up to 25%
• Ability to direct operations for events in multiple markets from a remote position
• Ability to make judgement calls in a fast-paced work environment
• Deep knowledge of event planning and logistics
• Proficiency with event registration technologies (Cvent, EventSpark, or similar)
• Proficiency with Salesforce or another CRM system

Work Schedule

This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs.

Application Deadline

The initial deadline for applications is 9/1/2026. Applications submitted after this date may still be considered on a rolling basis until the position/program is filled. We encourage all interested candidates to apply as early as possible.

Benefits

• Company Paid Basic Life & AD&D Insurance
• Company Paid Short-Term and Long-Term Disability Insurance
• Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
• Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan
• Kaiser Medical plans available in California
• Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan
• Dependent Care Savings Account for child and dependent care
• Two comprehensive Dental Plans
• Vision Insurance Plan
• Dependent Care Savings Account for child and dependent care
• Pet Insurance
• Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing

Pay

Base Pay Range $55,000 - $75,000 USD

Schedule

Monday through Friday from 8AM to 5PM. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs.