Senior Manager, Client Data Permissions & Privacy Governance

Job Description

Job Description

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:

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.
• 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.

Preferred Skills

• 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.

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 8/7/2026. 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.

Base Pay Range

$110,500—$130,000 USD

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:

• Company Paid Basic Life & AD&D Insurance
• Company Paid Short-Term and Long-Term Disability Insurance
• Supplemental Life & AD 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

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 View email address on ziprecruiter.com. 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 .

If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here.
CCPA Notice at Collection

If you are a resident of Washington State, learn more about your rights under the Washington Fair Chance Act here.