Senior Director, Client Relationship Expansion

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October 22

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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

• Champion a culture of commercial excellence by modeling and reinforcing best-in-class practices for identifying and capturing wallet share. • Deliver high-impact coaching that enhances advisor fluency in client engagement and commercial storytelling. • Serve as a trusted partner to advisors, helping them navigate complex client dynamics with confidence and clarity. • Identify and close gaps in product knowledge, data fluency, and advisor readiness. • Design and implement scalable programs that convert share of wallet insights into actionable growth plans, ensuring advisors have the tools and frameworks to expand client engagement across multiple product lines. • Lead and design the execution of enterprise-wide initiatives focused on wallet share expansion and asset accumulation. • Define and track success metrics that reflect both advisor adoption and client outcomes. • Collaborate with Field Enablement, Marketing, and Product to ensure alignment across messaging, tools, and campaigns. • Architect scalable, repeatable frameworks that enable advisors to consistently deliver commercial value. • Develop and deploy enablement materials that are intuitive, actionable, and aligned with field realities. • Partner with Technology and Data teams to ensure seamless integration of tools into advisor workflows. • Translate complex analytics into field-ready insights that drive advisor action. • Collaborate with BI and product teams to deliver segmented, personalized insights by advisor, market, and opportunity. • Advocate for continuous improvement of data tools to enhance advisor usability and impact. • Establish a robust feedback loop between the field and the home office to inform strategy, product development, and enablement priorities. • Monitor adoption and effectiveness of enablement tools, using insights to drive continuous improvement. • Serve as the voice of the advisor in cross-functional forums, ensuring that field needs are heard and addressed

🎯 Requirements

• Bachelor’s degree required, preferably in Business, Finance, or Operations. • CFP required • At least five years of experience in wealth management, sales enablement, or advisor coaching. • Strong understanding of share of wallet dynamics and client relationship growth. • Experience with CRM and portfolio analytics platforms. • Fluency in business intelligence tools such as Tableau or Power BI. • Excellent communication and interpersonal skills.

🏖️ 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