Overview
News
Technologies
Salaries
Products
People
Growth
Jobs
Financials

Overview

Mercer Advisors is a national, full-service wealth management firm providing comprehensive financial planning, investment management, and estate strategy to high-net-worth individuals and families across the United States. Founded in 1985, the company operates as an independent Registered Investment Advisor (RIA) offering fee-only fiduciary services, including tax planning, retirement strategies, and corporate trustee services. By combining local personalized advice with a centralized platform of specialized experts, it helps clients integrate all aspects of their financial lives into unified, long-term strategies.

Technologies

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Tech DNA
Python
SQL
Apex
Visualforce
Claude
AI/ML
Python
SQL
Claude
Copilot
Agentforce
Recommender Systems
Other
Apex
Salesforce
Power BI
Visualforce
Tableau
Rollup
GDPR
Stack modernity Modern AI adopter
72/100
How modern this stack is, based on technology relevance, AI adoption and the share of legacy tools.
In-demand technologies
Python 3 jobs Required
Salesforce 3 jobs Required
Claude 2 jobs Required
SQL 2 jobs Required
Power BI 2 jobs Required
Apex 1 job Required
Visualforce 1 job Required
Agentforce 1 job Required
Salary medians are calculated from this company's open jobs and compared with the market.
Industry adoption
Python
27%
SQL
26%
Claude
13%
Salesforce
10%
Power BI
10%
Copilot
9%
Share of companies in the same industry that use each technology.
Stack changes
Recommender Systems Aug 2026
Agentforce Aug 2026
Tableau Aug 2026
SQL Aug 2026
Power BI Aug 2026
Copilot Aug 2026
Claude Aug 2026
GDPR Jul 2026
Technologies recently added to or removed from this company's stack - a signal of tech migrations and new initiatives.

Growth

Hiring Momentum
77/100
Scaling fast
Open positions
7
2 opened / 5 closed in 30 days
Median time-to-fill
79 days
faster than 20% of the market
ATS activity
Every ~10 hours
08/31/2026
Hiring Dynamics +100%
Hiring Focus
The percentage next to each role is its share of the company's job openings over the last 90 days; the arrow shows the shift versus the previous period.
Product
33%
Support
22%
Analytics
22%
Legal
11%
Enterprise Apps
11%
Activity Timeline
Added Tableau to stack Aug 2026
New location: Denver Aug 2026
Added SQL to stack Aug 2026
Added Power BI to stack Aug 2026
Added Copilot to stack Aug 2026
Added Claude to stack Aug 2026
New location: San Francisco Aug 2026
New location: Boston Aug 2026
New location: San Diego Aug 2026
New location: Atlanta Aug 2026
New location: New York Aug 2026
Added GDPR to stack Jul 2026

Jobs

Senior Manager, Strategy and Analytics- Wealth Solutions

Verified live · 1 day ago 5 days ago
$85k – $168k per year (Estimated) • Remote • 4+ years exp • Bachelor's Degree
Python
SQL
Power BI
Tableau
Apply

Product Support Specialist (Mountain or Pacific Time Zone)

Verified live · 1 day ago 6 days ago
$67k – $128k per year (Estimated) • Remote • 3+ years exp • High School Diploma
Claude
Copilot
Marketing
Salesforce
Apply

Senior Salesforce Engineer

Verified live · 1 day ago 1 month ago
$94k – $168k per year (Estimated) • Remote • 5+ years exp • Bachelor's Degree
Apex
Python
Visualforce
AI/ML
Agentforce
Recommender Systems
Marketing
Salesforce
Apply

Sr. Director, Product Management, UHNW Platform

Verified live · 1 day ago 1 month ago
$161k – $299k per year (Estimated) • Remote • 10+ years exp • Bachelor's Degree
Apply

Community Analytics Manager

Verified live · 1 day ago 1 month ago
$70k – $141k per year (Estimated) • Remote • 4+ years exp • Bachelor's Degree
Python
SQL
Claude
Analytics
Power BI
Marketing
Salesforce
Apply

Director, Product Management (Advisor Experience)

Verified live · 1 day ago 1 month ago
$161k – $299k per year (Estimated) • Remote • 7+ years exp
Apply

Product Manager, Investment Platform

Verified live · 1 day ago 2 months ago
$130k – $222k per year (Estimated) • Remote • 5+ years exp • Bachelor's Degree
Apply