Director, Targeted Acquisition

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🕒 April 20

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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

• Own the end-to-end Pinpoint program: strategy, operating model, campaign architecture, testing agenda, and performance optimization. • Partner deeply with vendors and internal technology teams to shape the product roadmap and unlock new capabilities. • Lead flagship launches, pilots, and high-visibility campaigns that set the quality bar. • Scale Pinpoint from pilot to a repeatable program across markets and specialties, including a self-serve model for field teams alongside national campaigns. • Drive adoption of AI-powered capabilities (automation, agents, assisted workflows) to scale 1:1 outreach while maintaining human judgment where it matters. • Own identification and prioritization of high-value target audiences using data, market insights, sales input, and AI-assisted signals. • Translate growth priorities into audience segments (profession, life stage, geography, intent signals, affinity) and architect testable campaigns with clear objectives and success metrics. • Make segmentation decisions with imperfect data, balancing rigor, speed, and test-and-learn principles. Refine continuously based on performance and field feedback. • Partner with Specialty Marketing on campaign concepts and positioning. • Personally draft and version 1:1 outreach messaging for flagship campaigns. • Leverage AI to accelerate personalization and testing while maintaining brand, quality, and compliance standards. • Create templates, examples, and best practices that scale across markets and specialties. • Own the marketing-to-sales handoff experience for targeted acquisition programs, ensuring that engagement converts into confident, timely client development action. • Partner with Client Development, RevOps, and Operations to define and document post-engagement playbooks, including ownership, follow-up expectations, conversion standards. • Ensure sales teams receive clear context on campaign intent, audience rationale, messaging themes, and recommended next actions. • Identify conversion breakdowns and partner with Client Development to proactively evolve the operating model to improve consistency and outcomes. • Act as hands-on coach to local market teams and sales leaders on targeted acquisition and AI-enabled marketing. • Lead working sessions and live enablement (not just training decks) to raise execution quality across the org. • Manage contractors responsible for campaign builds and execution. Define workflows incorporating AI-assisted execution with clear accountability and quality control. • Review and QA output for accuracy, consistency, and adherence to standards. Balance hands-on work with delegation as the program scales. • Define and track metrics from outreach through meeting conversion and downstream client impact. • Synthesize results into actionable insights for leadership and field teams, and use performance data to inform audience strategy, messaging evolution, and program investment.

🎯 Requirements

• 8-12+ years in growth marketing, digital acquisition, consulting, or program/product leadership. Background as someone who has personally built and shipped programs, not just advised on them. • Deep experience with 1:1 or account-based digital marketing; outbound or sales-adjacent marketing strongly preferred. • Demonstrated comfort experimenting with and adopting AI-powered marketing tools, automation, or agent-based workflows, with strong judgment on where AI adds value vs. where human oversight is required. • Excellent communicator: Comfortable drafting messaging, shaping narratives, and giving direct, constructive feedback. • Highly organized, proactive, and able to own complex, ambiguous initiatives. A trusted partner to senior leaders and field teams alike.

🏖️ 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