Vice President, Trading, Operations & Billing

Mercer Advisors

5h•$250,000 - $300,000•Hybrid

About The Position

The Vice President of Trading, Operations & Billing is a leadership role responsible for the oversight, evolution, and scalability of Mercer Advisors’ investment operations platform. This includes end-to-end accountability for trading execution, operations, advisory fee billing, and supporting infrastructure across a national RIA managing over $100 billion in client assets. The role leads a multi-functional team of 60+ professionals spanning Trading, Operations, and Billing. The role has a meaningful and direct impact on the client and advisor experience, by ensuring the teams closest to the clients (our service and wealth management teams) have the operational accuracy, responsiveness, consistency and partnership needed to deliver our Mercer Advisors’ promises. This role plays a critical part in bringing Mercer Advisors’ institutional-grade investment platform and fiduciary promise to life by ensuring operational excellence, consistency, and risk management across all client portfolios, while creating a high-quality experience for advisors, client service teams, and internal partners who rely on Investment Platform Operations every day. As a key leader within the Investment organization, the VP will drive a culture of continuous improvement, process redesign, and operational scalability, while building and mentoring next-generation leaders across Trading, Operations, and Billing functions.

Requirements

10+ years of progressive experience in operations, trading, or wealth/investment management platforms
Demonstrated leadership experience managing large, multi-functional teams
Deep understanding of operations, trading systems, and billing processes within an RIA or institutional platform
Strong knowledge of fiduciary standards, compliance, and operational risk frameworks
Proven track record driving process transformation, automation, and operational scale.
Exceptional communication, leadership, and stakeholder management skills

Nice To Haves

Six Sigma green or yellow belt certifications, Kaizen, or other process improvement methodologies preferred
Series 65 (or ability to obtain)
CFA, CAIA, or MBA

Responsibilities

Lead the strategic direction and execution of Trading, Operations and Billing functions to support firm growth, scale, and client experience
Evolve the operating model to align with Mercer Advisors’ integrated family office approach, ensuring seamless coordination across advisory, portfolio management, and service teams
Partner with CIO, Investment Committee, and Technology leadership to continuously enhance the investment platform
Establish and embed a continuous improvement mindset across all functions, driving measurable gains in efficiency, scalability, and quality
Lead process redesign initiatives to simplify workflows, eliminate redundancies, and improve speed, accuracy and ease of doing business for clients and client-facing teams.
Enhance operational KPIs and dashboards to track performance, risk, throughput, service quality, and client and team experience indicators.
Attract, hire, and develop team members with a builder's mindset: people who actively look for ways to automate and simplify their own work, and who see that as a path to growth into higher-value, more strategic responsibilities.
Ensure all operational processes and trading activities meet the firm’s fiduciary standard and regulatory obligations
Strengthen governance frameworks, controls, and audit readiness across investment operations, account operations, trading, and billing
Partner closely with Compliance and Risk to ensure consistency, documentation, and adherence to policies
Oversee best execution practices, trading strategy implementation, and system optimization
Ensure scalability and precision across portfolio implementation, rebalancing, and trading workflows
Act as business owner to evaluate and enhance trading technologies, automation, and vendor partnerships
Lead operational functions including operations, portfolio accounting, reconciliation, performance reporting, and client billing
Ensure accuracy, timeliness, and consistency across all client accounts and reporting outputs
Drive modernization of billing processes, controls, and transparency, increasing collection accuracy and timeliness
Ensure appropriate processes are in place to support custodial coordination including various custodial alerts.
Build, mentor, and develop next-generation leaders across Trading, Operations, and Billing
Establish clear career paths, succession plans, and leadership development programs for Trading, Operations and Billing teams
Foster a high-performance culture grounded in accountability, collaboration, and continuous learning
Serve as a trusted partner to advisor, client service, Portfolio Consulting, Technology, Portfolio Management Group, Compliance, Partner Success, Enablement, and Finance teams to ensure operational support is aligned with client and business needs.
Strengthen the partnership model between Investment Platform Operations and client-facing teams, ensuring issues are triaged clearly, escalations are handled with urgency, and communication is timely, accurate and solution oriented.
Translate operational complexity into clear guidance, reliable processes, and effective support so client-facing teams can deliver consistent, high-quality client experiences.
Act as senior escalation point for complex operational or client-impacting issues, balancing responsiveness, risk management, and long-term process improvement.
Represent Investment Platform Operations in firm-wide initiatives, integrations, and strategic projects with a focus on improving client outcomes, advisor efficiency and team experience.

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