M&A Integrations Engineer

Benefits

Additional Information

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 31,300 families across 90+ 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 M&A Integrations Engineer reports to the Senior Director, Infrastructure & Operations and partners closely with the Partner Integrations team and senior leadership. This role leads infrastructure, SaaS, and on-premises integration and migration efforts in a fast-paced, collaborative environment. The position requires frequent travel, decisive troubleshooting and decision-making, and clear communication at every level, including with firm principals who have little technical background. Essential Job Functions for this role include: Travel to acquired firm locations to assess infrastructure, conduct discovery, and drive integration activities in line with Mercer Advisors' cloud-only environment. Lead decommissioning of on-premises equipment and migrate workloads, email, documents, and SaaS applications to Azure and Microsoft 365. Serve as the day-to-day technical contact for the Partner Integration team, acquired firm staff, and senior leadership throughout each integration. Deploy and support SaaS applications, Azure IaaS services, network infrastructure, video conferencing, and ISP connectivity at acquired locations. Own DNS and domain migrations from planning through cutover. Be the second-level escalation for the Service Desk and help the team get comfortable supporting newly integrated environments. Write and maintain PowerShell scripts to automate repetitive tasks and keep configurations consistent across environments. Maintain documentation around SOPs, project status, and work performed. Priorities shift around firm close and migration dates; flexibility is required. Knowledge, Skills, and Abilities: High School Diploma or equivalent required. Bachelor's degree in IT, Computer Science, or a related field preferred. 5+ years in systems engineering required. Experience with M&A integrations or integrating newly acquired environments into existing systems is strongly preferred; managed service provider experience is also highly valued. TECHNICAL SKILLS Required: Azure Active Directory (Entra ID), AADDS, Microsoft Intune Microsoft 365: Exchange Online, SharePoint Online, Teams, OneDrive Windows 10/11 and Windows Server 2016-2022 DNS, domain registration, and domain migration Networking: LAN/WAN, switching, routing, Meraki Preferred: PowerShell scripting and automation Box content management Video-conferencing deployment (Zoom, Teams Rooms, or equivalent) ISP procurement and circuit coordination Certifications (Preferred): CompTIA Network+ / Security+ MCSA: Windows Server 2016 or higher MS-900: Microsoft 365 Fundamentals AZ-900: Microsoft Azure Fundamentals 10961-C: Automating Administration with Windows PowerShell Location: Remote, with regular travel to acquired firm locations nationwide. Travel volume tracks acquisition activity and can be heavy at times. Candidates near an existing Mercer Advisors office are welcome to work from that location. The ability to travel on short notice is required. 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

Your Match

How well this role fits your profile.

Company Intel

What employees say

Worked at merceradvisors? Share your experience