Director of Client Development – Financial Planning

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Mercer Advisors

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 1985

🛡️ Insurance

💼 Consulting

💳 Fintech

Insurance • Consulting • Fintech

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

• Oversee a team of Financial Planners dedicated to creating prospect financial plans that drive new client acquisition • Hire, train, mentor, and develop 13 Financial Planners supporting Client Development • Manage planner capacity, workflow, and deadlines • Create strategic plans to absorb future growth and increased demand for prospect proposals • Serve as a CFP® practitioner and produce prospect financial plans to support client acquisition • Motivate and lead the team while ensuring accountability, full capacity utilization, and high-quality output • Develop KPIs, KPI tracking, financial modeling, and KPI reporting • Develop strategy, execute it, and report to senior management on sales-driven financial outcomes • Prepare accurate financial reports and performance dashboards for management • Design and implement process enhancements to unlock capacity and improve efficiency • Identify and implement efficiencies in automation and quality delivery of the sales process • Drive engagement and alignment across internal stakeholders • Collaborate with senior leaders, escalate critical issues, and identify opportunities for improvement • Ensure strategic alignment, foster shared accountability, and cultivate seamless cross-functional collaboration

🎯 Requirements

• CFP® strongly preferred • Minimum 5 years of financial planning experience • Prior management experience ideal • Strong knowledge of eMoney • Proficiency in Salesforce • Proficiency in Microsoft Office Suite • Proficiency in Microsoft Teams/Zoom • Proficiency in PowerBI • Exceptional orchestration skills • Outstanding written and verbal communication abilities • Proactive problem-solving and high ownership • Ability to identify and mitigate risks • Ability to thrive in a fast-paced, dynamic environment • Strategic thinking and execution capability • Bachelor’s degree from an accredited institution required • Availability for daytime and evening hours as needed

🏖️ 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 • Incentive compensation eligibility through one of Mercer Advisors’ incentive compensation programs