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.

S. * 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: Mercer Advisors is transforming its client data permissions model to deliver a more secure, scalable, and client-centric experience. While foundational frameworks are being built, we need an analytical and curious leader to govern permissions, enforce policy, and operationalize access across the firm. This role will serve as the single accountable leader for client data access and privacy, ensuring the firm operates with a consistent, role-based, and auditable permissions model across all systems and workflows.

Today, permission decisions are fragmented across teams, systems, and workflows—creating risk, inefficiency, and inconsistency. This role centralizes ownership, drives accountability, and ensures Mercer Advisors can scale its client experience while upholding the highest standards of privacy, security, and trust. Essential Job Functions for this role include: Own the Permissions Privacy Framework – Serve as the single business owner of client data permissions and governance, defining role-based access principles and clear decision rights.

Evolve the framework as appropriate Operationalize Access Policy Management – influence the design and manage workflows for access provisioning, deprovisioning, temporary access, advisor transitions, and confidential client handling Govern Ongoing Permission Decisions – Act as the central project manager for complex access requests. Maintain clear policy guidance for recurring scenarios. Build Audit, Monitoring Risk Controls – Establish audit processes, reporting, and monitoring to ensure consistency and detect inappropriate access Drive Cross-System Alignment – Partner with Product and Technology teams to standardize permissions across all platforms and products Enable the Organization – Partner to create training, guidance, and FAQs to ensure employees understand access policies and processes.

Success Measures Reduction in unnecessary access and overexposure Clear, consistent access model across systems Decrease in manual and exception-based decision making Improved audit readiness and compliance posture Increased employee and client trust in data privacy Knowledge, Skills, and Abilities: Strong working knowledge of role-based access controls, data privacy principles, and access management practices in a regulated or highly controlled environment.

Requirements

into clear access rules and decision criteria.

Senior Manager, Client Data Permissions & Privacy Governance