Senior Manager, Client Data Permissions & Privacy Governance

Mercer Advisors

9d•$110,500 - $130,000•Hybrid

About The Position

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.

Requirements

Strong working knowledge of role-based access controls, data privacy principles, and access management practices in a regulated or highly controlled environment.
Ability to convert business needs, risk considerations, and policy requirements into clear access rules and decision criteria.
Strong analytical skills to investigate complex permission scenarios, assess risk, and recommend practical solutions.
Demonstrated project management and process design skills, including the ability to organize ambiguous work and drive cross-functional follow-through.
Excellent judgment, discretion, and comfort handling confidential or sensitive client and employee information.
Outstanding written and verbal communication skills, including the ability to create policy guidance, FAQs, and executive-ready updates.
Strong relationship-management skills with the ability to influence Product, Technology, Compliance, Legal, Operations, and business stakeholders.
High attention to detail and ability to manage multiple complex requests, escalations, and improvement efforts simultaneously.
Proficiency with Microsoft Word, Excel, PowerPoint, Teams, SharePoint, and workflow/reporting tools.

Nice To Haves

Experience with data governance, privacy operations, risk management, compliance, wealth management operations, or financial services preferred.
Experience supporting system-access design, access request workflows, audit/remediation routines, or enterprise transformation initiatives preferred.
Familiarity with CRM, portfolio management, or client data platforms used in a wealth management environment is a plus.

Responsibilities

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.

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.
Two comprehensive Dental Plans
Vision Insurance Plan
Dependent Care Savings Account for child and dependent care.
14 Company Paid Holidays including a full week off at Thanksgiving.
Generous paid time off program for vacation and sick days
Employee Assistance Plan
Family Medical Leave
Paid Parental Leave (8 weeks)
Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.
Adoption Assistance Reimbursement Program
Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.
401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option
Pet Insurance
Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing