Sr. Vice President of Wealth Operations and Experience
MBA
HBlock@merceradvisors.com
Hayley is senior vice president of wealth operations and experience, at Mercer Advisors. Her work is focused on ensuring advisors can provide frictionless service for clients. She provides advisors the tools, training, and support they need so they can focus on client relationships. In her role, she leads a trio of teams: client experience, wealth management operations, and wealth management enablement.
Hayley brings to her role nearly two decades of experience in financial services. Prior to joining Mercer Advisors, she was part of the executive leadership team at Wealth Enhancement Group, focused on optimizing client experience and operations. She previously worked in a range of capacities at Charles Schwab, including independent branch services, compliance solutions, and stock plan services, with leadership positions in both client experience and strategy.
Earlier in her career she held strategy-focused roles at Boston Consulting Group and the Chicago Mercantile Exchange. Hayley earned her MBA from the University of Chicago Booth School of Business and her bachelor’s degree from the University of Vermont. She holds FINRA’s Series 66 license.
Hayley lives in Chicago-proper with her husband and five children – three girls and two boys – and is currently holding the line on adding a family dog to the mix.
Schaumburg
475 North Martingale Road Suite 300 Schaumburg, Illinois 60173