About Mercury

In 1924, Benjamin Graham began teaching a night class at Columbia Business School. His students were Wall Street professionals who came to learn a radical idea: that investing could be rigorous, disciplined, and principled, not merely speculative. Graham insisted that the best investors weren’t the ones with the sharpest instincts, but the ones who built the most trustworthy systems. He spent the rest of his career proving it.
A century later, most investment platforms still feel like they were designed for the speculative crowd. Mercury is building something different. We believe startups and growing businesses deserve investment infrastructure that is principled, transparent, and embedded in the tools they already use to run their finances.

Our Treasury product already helps thousands of companies put their idle cash to work, and Mercury Invest brings investing to our personal banking customers. We operate a registered investment adviser and are standing up an introducing broker-dealer to support these offerings.

Responsibilities

• Set the overall direction for our investment products across business and personal offerings (Treasury and Invest).
• Serve as President of Mercury Advisory, leading investment strategy and regulatory integrity.
• Serve as the CEO of our introducing broker-dealer, overseeing brokerage operations.
• Act as senior decision-maker for regulatory and business risk matters.
• Foster relationships with key partners - custodians, fund managers, and critical vendors.
• Build a culture valuing analytical rigor and regulatory integrity.

Requirements

• 12+ years of experience in investment management, asset management, or wealth management.
• Eligible to serve as president of a registered investment adviser and hold a Series 24 license.
• Experience owning trading operations within an RIA and broker-dealer.
• Strong product mindset, building or scaling investment products and platforms.
• Direct experience navigating SEC and FINRA regulatory requirements.
• Strong communicator approachable to diverse audiences.
• High bar for operational excellence and detail.

This role sits within the Product organization, reporting to the Head of Banking. You’ll work closely with Investments Operations, Investments Compliance, and the broader Risk and Legal teams. As President of Mercury Advisory and CEO of our broker-dealer, you’ll carry fiduciary and regulatory responsibilities beyond typical product leadership.

Compensation

The total rewards package at Mercury includes base salary, equity, and benefits. Our target new hire base salary ranges for this role are:

• US employees (any location): $289,700 - $362,100.

Mercury values diversity & belonging and is proud to be an Equal Employment Opportunity employer. We offer reasonable accommodations throughout the recruitment process for applicants with disabilities.