Head of Consolidation Accounting
•Lambda· 1d
💰 Finance⏰ Full-time👔 Executive💰 $191k-255k🇺🇸 San Jose, USA
1d ago
Merceradvisors·5 days ago
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 Annuity Solutions Director is responsible for leading the firm's annuity business strategy, product management, advisor experience, and partner relationships across the full spectrum of annuity solutions, including Advisory Annuities, Variable Annuities, Fixed Annuities, Fixed Indexed Annuities, and Registered Index-Linked Annuities (RILAs). This role serves as the business owner for the annuity platform and is accountable for driving growth, advisor adoption, product competitiveness, operational efficiency, and client outcomes. The director will establish and execute the strategic vision for annuity solutions, ensuring advisors have access to a best-in-class experience from product selection and due diligence through implementation, servicing, and ongoing client management. The director will partner closely with Wealth Advisors, Financial Planning, Operations, Compliance, Technology, and Investments to develop and maintain a comprehensive annuity offering that aligns with the firm's retirement income philosophy and client needs. This role will also serve as the primary relationship director with annuity carriers, distribution partners, and key internal stakeholders, including the Investment Committee. The ideal candidate will have deep expertise in annuity and retirement income solutions, experience working within a fiduciary wealth management environment, and a demonstrated ability to lead cross-functional initiatives and influence senior stakeholders. KPIs for this role include:
The Insurance Solutions team provides expertise and support across a broad range of insurance and retirement income solutions, helping advisors deliver comprehensive planning strategies that improve client outcomes. |
| Essential Job Functions for this role include: |
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| Knowledge, Skills, and Abilities: |
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| 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. All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period. |
| Working Conditions: |
| This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs. |
Application Deadline: The initial deadline for applications is 8/15/2026. 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. If a final decision has not been made by the initial deadline, subsequent applications will be reviewed as they are received.
Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors’ incentive compensation programs.
Benefits:
Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:
We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.
Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.
If you need an accommodation during the application or hiring process, please email [email protected]. This inbox is for accommodation requests only.
For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights.
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