Mercer Advisors

Senior Manager, Client Data Permissions & Privacy Governance

Remote, USA · Senior · Contract

Sponsorship not specified$111k-$130kDetected 9 days ago

ComplianceProject ManagementCRMExcelHRISCommunicationMicrosoft OfficeSharePoint

About the role

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.

Mercer Advisors is transforming its client data permissions model to deliver a more secure, scalable, and client-centric experience.
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

Strong working knowledge of role-based access controls, data privacy principles, and access management practices in a regulated or highly controlled environment.
Strong relationship-management skills with the ability to influence Product, Technology, Compliance, Legal, Operations, and business stakeholders.
For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights.

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.

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.
Excellent judgment, discretion, and comfort handling confidential or sensitive client and employee information.
Proficiency with Microsoft Word, Excel, PowerPoint, Teams, SharePoint, and workflow/reporting tools.
Familiarity with CRM, portfolio management, or client data platforms used in a wealth management environment is a plus.

$110,500 - $130,000 USD
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

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
Generous paid time off program for vacation and sick days
Family Medical Leave
Paid Parental Leave (8 weeks)
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.

equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law.
If you need an accommodation during the application or hiring process, please email PeopleTeam@merceradvisors.com.
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This listing is sourced directly from Mercer Advisors's careers page and normalized into a canonical job model.