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
The Event Operations Specialist - Registration is our Cvent specialist for external events and campaigns. You own the Cvent registration experience from start to finish: building registration sites, managing invitations and attendee data, supporting check-in at live events when necessary, setting up registration for events run by other team members, and making sure every, campaign, registration, and attendance record flows cleanly (and accurately) into Salesforce. You also manage your own portfolio of virtual events, and you act as the department’s project manager, keeping work organized and helping streamline how the team operates. You work closely with the email marketing team, the content team (copywriters, designers, and others), local offices, and event specialists to make registering for a Mercer Advisors event convenient, polished, and on brand.
Essential job functions
Cvent registration site build and administration
- Build and launch Cvent registration websites, forms, and confirmation pages for in-person, virtual, and hybrid events, using reusable templates that reflect Mercer Advisors branding.
- Partner with the content team (copywriters, designers, and others) on registration site copy, imagery, branding, and request, review, and approve assets so every site is polished and on brand.
- Partner with the email marketing team to align registration sites with invitation, reminder, and follow-up emails, coordinating timing, messaging, links, and registration tracking before each send.
- Configure Cvent registration paths with conditional logic, multiple attendee types (such as clients, prospects, guests, and team members), capacity limits, waitlists, and approval workflows.
- Test every Cvent registration site end to end before launch, proofing content, logic, confirmation emails, and reporting for accuracy.
- Serve as the Cvent power user for local events, maintaining account standards, templates, user access, and data integrity, and documenting the build process so others can follow it.
- Confirm registration pages and communications meet accessibility, privacy, and compliance requirements.
Attendee management and communications
- Manage the attendee experience from invitation through post-event follow-up, using Cvent for invite sends, RSVP tracking, confirmations, reminders, and waitlist management.
- Establish and maintain invitation lists in partnership with local offices and the email marketing team, and provide registration data and segments that support targeted sends.
- Serve as the point of contact for registration questions, and resolve attendee issues quickly and courteously.
- Administer post-event surveys in Cvent, monitor results, and share feedback with the event team to improve future events.
Virtual event portfolio
- Own a portfolio of virtual events from planning through post-event follow-up, including timelines, run of show, speaker and presenter coordination, and attendee communications.
- Build and manage the registration and virtual event setup in Cvent or a comparable virtual event platform, and run technical rehearsals and day-of support.
- Track attendance and engagement, send post-event surveys and follow-ups, and report results and leads to local offices and marketing leadership.
- Set up registration for events managed by other team members, balancing your own virtual event schedule with those requests.
Data, reporting, and Salesforce
- Create and manage Salesforce campaigns for each local event, and keep Cvent registration and attendance data aligned with Salesforce.
- Reconcile registration, check-in, and no-show data across sources so attendance is accurate and ROI can be tracked.
- Build Cvent reports on registration pace, attendance, and results for local offices and marketing leadership.
- Make sure all leads from an event are systematically documented and tracked.
Department project management and process improvement
- Act as the department project manager, tracking event timelines, deliverables, task ownership, and approvals so every project stays visible and on schedule.
- Manage intake of event and registration requests from local offices and the marketing team, and prioritize work against deadlines and capacity.
- Identify ways to streamline department processes, then document and implement improved workflows, registration standards, and reusable templates and best practices.
- Keep department documentation, checklists, and training materials current so team members can follow consistent processes.
- Build strong working relationships with the email marketing team, content team, local offices, and event specialists, sharing clear timelines, event briefs, and deadlines.
- Support broader event logistics as capacity allows, including vendor coordination, budget tracking, and collateral.
- Perform other duties as assigned.
Requirements
- Minimum two years of hands-on Cvent experience, including building complete registration websites, configuring conditional logic and attendee types, managing invitations and attendee data, and running Cvent reports.
- Minimum three years of experience in event registration, event technology, or event planning.
- Experience managing virtual events from planning through execution, and managing multiple projects at once.
- Proficiency with Salesforce or another CRM system.
- Strong Excel skills, including formulas, pivot tables, and mail merges.
- Exceptional attention to detail and proofreading skills.
- Clear, friendly written and verbal communication, and a collaborative approach to working with email marketing, copywriters, designers, local offices, and vendors.
- Ability to manage multiple events and deadlines, and to make sound judgment calls in a fast-paced environment.
- Ability to support events in multiple markets from a remote position.
- Ability to travel 10% to 15%.
Preferred qualifications
- Certified Meeting Professional (CMP).
- Experience as a project manager or in an operations role, including process documentation and improvement.
- Experience integrating Cvent with Salesforce.
- Experience with Cvent OnArrival, Cvent event apps, and onsite badge printing technology.
- Experience with other registration platforms (such as EventSpark, Swoogo, or Bizzabo).
- Working knowledge of HTML or CSS.
- Bachelor’s degree or equivalent experience.
- Experience supporting client-facing events in financial services or another regulated industry.
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
$63,750—$75,000 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&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
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 PeopleTeam@merceradvisors.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
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