Director, Client Relationship Expansion

🔥 22 hours ago

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Mercer Advisors

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 1985

💳 Fintech

💸 Finance

👥 B2C

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.

📋 Description

• The Director, Client Relationship Expansion is a senior field practitioner who delivers Mercer Advisors' Client Relationship Expansion programs directly to advisors and Managing Partners across assigned markets. • The role owns advisor coaching, market activation, and Managing Partner engagement, and supports the program's scale across all three divisions. • The Director leads full activation cycles independently, embeds in market leadership cadences, and applies the firm's advisor behavior standards in every engagement. Approximately 75% of this role is advisor-facing field delivery; 25% is program design, messaging, and strategic initiative support. • Lead full Relationship Expansion activation cycles in assigned markets — from Managing Partner partnership and practice diagnostic through advisor discovery, pipeline development, and close. • Serve as the primary field presence across the Relationship Expansion program portfolio, including Workshops, Direct Opportunity Support, and 1:1 and Small Group Activation Coaching. • Partner with the Senior Director on Market Plans, supporting diagnostic and strategic planning conversations with Managing Partners and Team Leaders. • Build direct working relationships with Managing Partners and Relationship Managers; embed in their team cadences without requiring Senior Director presence. • Deliver 1:1 coaching, group education sessions, and office hours across active markets; build advisor confidence and held-away conversation habits through structured, repeated engagement. • Apply the firm's advisor behavior standards in every coaching engagement, translating program content into practical advisor action. • Coach advisors on share of wallet dynamics, held-away asset conversations, and opportunity-specific language across Outside Assets, Account Bridge, Excess Cash, and Concentrated Positions. • Track advisor progress and surface patterns in confidence, objection handling, and pipeline conversion to inform program iteration. • Contribute to program design, coaching module development, and field messaging — bringing direct field observation to the Senior Director and Program Manager to sharpen materials and approach. • Participate in weekly pipeline reviews with Managing Partners; provide market-level engagement reporting to the Senior Director. • Identify friction points in advisor activation and recommend process or content improvements. • Support onboarding of M&A-integrated advisors into Relationship Expansion programs and advisor behavior standards.

🎯 Requirements

• 7–12 years in wealth management, advisor coaching, field enablement, or advisor-facing consulting. Prior experience leading coaching programs or structured advisor development initiatives strongly preferred. • CFP® or equivalent professional credential preferred. Demonstrated credibility with HNW advisors and firm leadership — not an L&D or training generalist background. • Strong working knowledge of share of wallet concepts, held-away asset dynamics, and the mechanics of relationship expansion conversations across opportunity types. • Exceptional verbal communication and facilitation skills. Comfortable leading sessions with experienced advisors, Managing Partners, and Relationship Managers without a script. • Familiarity with eMoney, Salesforce-adjacent tools, and Aspen preferred. Comfortable with analytics and pipeline tracking tools. • Thrives in a fast-paced, field-facing role. Moves between strategic program contributions and direct advisor delivery without losing effectiveness in either. • Willingness to travel to field markets as required for activation engagements. • Bachelor's degree from an accredited institution required.

🏖️ 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 Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan. • Kaiser Medical plans available in California • Health Savings Account (HSA) with company contributions 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 including 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 (8 weeks) • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 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 as well as an after-tax option • Pet Insurance • Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing