Managing Director – Community Client Development

13 hours ago

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Mercer Advisors

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Fintech • Finance • B2C

Mercer Advisors is a comprehensive financial advisory firm that focuses on simplifying and amplifying clients' financial lives. They offer a family office-style service, providing a unified team of financial planners, investors, accountants, and estate specialists who tailor financial plans to individual needs. With over 40 years of experience, the firm emphasizes personalized, fiduciary-focused service without compromising on institutional-grade portfolio management, making it accessible for families and individuals seeking to enhance their financial future.

501 - 1000 employees

Founded 1985

💳 Fintech

💸 Finance

👥 B2C

📋 Description

• Works with Client Development Leadership to help design and implement strategies that drive new client growth. • Manages and leads Reginal Vice Presidents to ensure they are meeting and exceeding performance objectives & achieving their full potential. • Directly engages in high value prospect opportunities and wholesaling opportunities (side by side with RVPs). • Effectively coaches and mentors Regional Vice Presidents, assists in training new RVPs as they join the team. • Improves RVPs productivity by sponsoring critical national initiatives to improve the sales process, marketing materials, technology, and training beyond their own market. • Acts as an Ambassador of Mercer Advisors and supports the sales team to foster positive partner and new client relationships by maintaining relationships with key members of partner teams. • Ensures adherence to company performance standards as well as company policies and procedures.

🎯 Requirements

• Bachelor’s degree. • At least 15 years of experience building relationships with and mentoring and managing financial services professionals, guiding teams to realize their potential, building culture, evaluating performance, recruiting, ensuring clear and consistent communication. • Track record of success in helping sales professionals grow their practices in a client centric model; Creating an environment where high-touch client experience is the norm; escalating and dealing with issues when necessary. • Experience communicating the benefits of a wealth management platform to potential clients and M&A partners; Telling the firm’s story when working with RVPs in the channels as well as in the M&A sales process. • Negotiation experience that involves listening, persuading, and developing mutually beneficial solutions • Excellent Client Focus and client-oriented position, but sales aptitude and experience are also highly desired • Strong decision-making, judgement, problem-solving, analysis and project management skills • Series 65 or Series 66 or CFP • Experience using CRM systems (Salesforce preferred) • Flexibility to travel 40% of the time.

🏖️ Benefits

• 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 medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan. • Health Savings Account (HSA) with company contributions on a per pay period basis 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 with 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 (6 weeks) • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 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 • Pet Insurance