Associate Vice President, Channel

🕒 June 3

🏄 California, Colorado – Remote

🏄 California – Remote ⛰️ Colorado – Remote

💵 $68k - $80k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

👔 Vice President

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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

• Maintain Salesforce hygiene and data accuracy to support visibility, forecasting, and effective follow-through. • Manage pipeline upkeep and administrative follow-up to help protect opportunity flow and conversion. • Support advisor match and routing to help ensure timely response and appropriate lead handling. • Serve as a backup resource for inbound FC calls and support, as needed. • Coordinate Financial Planning Group (FPG) proposal requests and other sales support tasks that advance opportunities efficiently. • Manage wholesaling and FC-facing email support to improve responsiveness and consistency. • Protect speed-to-lead and overall responsiveness across the market through disciplined task execution and follow-up. • Support branch events and post-event follow-up activities in partnership with market leadership. • Support the Regional Vice President by collecting and organizing prospect data and personal details to facilitate a seamless new client onboarding process.

🎯 Requirements

• Bachelor's degree in Business, Marketing, or a related field • Self-starter who thrives in a fast-paced, high-volume sales environment. • Comprehensive industry and investment management knowledge. • Excellent communication, presentation, listening, and analytical skills. • Ability to work independently and as part of a team. • Proven time management and organizational skills in high-volume, high-energy environments. • Experience determining the needs of partners and prospects through probing questions, offering solutions, and asking for the right actions. • Strong technical aptitude with proficiency in Microsoft Excel, Word, Outlook, and PowerPoint. • Flexibility to travel.

🏖️ 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