RIA Edge: Mercer Advisors’ Martine Lellis on Growth Through Talent Management

Sponsored by Schwab Advisor Services

As organizations grow, employees from top to bottom need to be aligned and appropriately motivated—and recruiting new talent will be essential to driving and creating exponential growth.  

In this episode of RIA Edge, Mark Bruno, managing director at Informa Wealth Management, speaks with Martine Lellis, chief talent and administrative officer with Mercer Advisors, on human capital and talent management within the firm. Martine shares her extensive views on the intense war for talent in the RIA space, and dives into the evolving NextGen and G2 talent shift.

Specifically, Mark and Martine discuss:

• The driving forces behind the demand for talent and how Mercer views the competitive landscape in the RIA space.
• What role does talent acquisition play in Mercer’s M&A strategy?
• How firms are staffing today to support, manage and create growth.
• When thinking about NextGen and G2 talent, how does Mercer approach those conversations, and where are new talent pools emerging in the industry?

Listen to the RIA Edge Podcast