Vice President, Trading, Operations & Billing

Job overview

The Vice President, Trading, Operations & Billing role is based in Denver, CO; the posting describes a flexible national footprint and allows a professional office or dedicated home-office workspace. Total expected cash compensation is $250,000–$300,000 per year. Mercer Advisors helps families integrate financial planning, investment management, tax, estate, and related services. The executive leads the firm’s trading, operations, and billing platform to support growth, fiduciary obligations, and client and advisor experience. The role drives operational scalability, risk management, process improvement, and leadership development across a team of more than 60 professionals.

What you'll do

• Set strategy for trading, operations, and billing
• partner with investment and technology leaders
• improve processes, KPIs, and dashboards
• oversee fiduciary controls, compliance, and risk
• lead trading execution, portfolio implementation, accounting, reconciliation, reporting, and billing
• develop leaders
• and partner with client-facing and cross-functional teams.

What we're looking for

Skills & competencies

vice president

trading

investment operations

billing

denver co

mercer advisors

wealth management

fiduciary oversight

risk management

process improvement

team leadership

$250k–$300k/year

Work arrangement

• Weekend coverage required

Benefits & perks

• Company-paid basic life and AD&D, short- and long-term disability
• medical, dental, and vision plans
• HSA and dependent care savings account
• 14 paid holidays
• paid time off
• employee assistance plan
• paid parental leave
• adoption assistance
• 401(k) with match
• pet insurance
• and financial planning at preferred employee pricing.

Why this role

Leads a multi-functional team of 60+ professionals. The schedule is Monday through Friday, 8 a.m. to 5 p.m., with occasional early or late hours; the role may be office-based or in a dedicated home office.

About the employer

Mercer Advisors is hiring for this role. Industry: Miscellaneous Financial Investment Activities. Sector: 52.