Director, Business Management Client Services

Confirmed live in the last 24 hours

Mercer Advisors

Encino

Hybrid

Posted April 9, 2026

Job Description

Why Work at Mercer Advisors?

For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.*

Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible.

Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country.

* 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 Director, Business Management Client Services, is responsible for overseeing financial operations and reporting for a portfolio of high net worth (HNW) clients. This role ensures accurate financial reporting, exceptional client service, and smooth day-to-day operations. In addition to managing client relationships, the supervisor leads a team of Business Managers, ensures compliance with firm standards, adherence to business management processes, supports strategic planning, and helps drive business growth through data analysis, reporting, and team development.

Essential Job Functions for this role include:

Primary Focus:
Operational excellence + standardization + performance oversight

Scope of Responsibility:

Oversees delivery quality across multiple Business Managers and teams
Owns Business Management standards, SOPs, and service consistency
Drives performance management, KPIs, and delivery discipline
Leads capacity planning and portfolio optimization
Provides operational reporting and insights to senior leadership

Span of Influence (vs. Control assuming the Business Managers report to the Partner):

Indirect oversight of 5–12 Business Managers
Visibility across 50–150+ client relationships

Decision Authority:

Business Manager process and client reporting standards, workflows, and delivery expectations
Business Manager portfolio capacity thresholds and allocation recommendations
Business Manager performance management and coaching direction
Recommends Business Manager hiring based on capacity data

Key Success Measures: