Director, Targeted Acquisition

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Mercer Advisors

WebsiteLinkedInAlle Stellen

501 - 1000 Mitarbeiter

Gegründet 1985

💳 Fintech

💸 Finanzen

👥 B2C

Fintech • Finance • B2C

Mercer Advisors ist ein umfassendes Finanzberatungsunternehmen, das sich darauf konzentriert, das Finanzleben der Kunden zu vereinfachen und zu verbessern. Sie bieten einen Service im Stil eines Family Office und stellen ein einheitliches Team aus Finanzplanern, Anlegern, Buchhaltern und Nachlassspezialisten zur Verfügung, die Finanzpläne an individuelle Bedürfnisse anpassen. Mit über 40 Jahren Erfahrung legt das Unternehmen Wert auf personalisierten, treuhänderisch fokussierten Service, ohne Kompromisse bei der institutionellen Portfoliomanagement-Qualität einzugehen, und macht diese für Familien und Einzelpersonen zugänglich, die ihre finanzielle Zukunft verbessern möchten.

Beschreibung

• 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.

🎯 Anforderungen

• 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.

🏖️ Vorteile

• 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