Director, Targeted Acquisition

🔥 11 hours ago

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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

• The Director, Targeted Acquisition will own and scale Mercer Advisors' targeted acquisition ecosystem, including the Pinpoint program, FINNY, and other AI-powered prospecting, outreach, and engagement tools that help advisors identify, prioritize, and convert high-value prospects. • This is a product-centric, player-coach role for someone who enjoys both strategy and execution. You'll define the roadmap, operating model, campaign architecture, and growth strategy for these programs while personally leading key launches, solving complex problems, and building scalable systems that drive measurable business results. • You'll manage a small contractor team responsible for campaign execution and QA, but success will come from your ability to roll up your sleeves, move quickly, and turn ideas into action. • A critical thread throughout this role is driving effective adoption of AI-powered tools and agent-based workflows to improve speed, personalization, and scale. The ideal candidate is already using AI to solve business problems, improve workflows, generate insights, and accelerate execution. They are equally comfortable leading executive-level discussions, building cross-functional alignment, and working through the details required to launch and optimize programs.

🎯 Requirements

• 5-8 years of experience in management consulting, growth strategy, growth marketing, commercialization, product management, business operations, acquisition marketing, or related fields. • Strong preference for candidates with experience leading complex cross-functional projects in consulting, strategy, growth, or operating roles. • Demonstrated track record of building and scaling programs, products, processes, or growth initiatives from concept through execution. • Proven ability to drive measurable business outcomes and move initiatives from idea to implementation. • Ability to balance strategic thinking with hands-on execution. Equally comfortable developing recommendations and doing the work required to bring them to life. • Strong analytical and problem-solving skills with a structured approach to identifying opportunities, prioritizing investments, and overcoming obstacles. • Experience influencing stakeholders and driving adoption without direct authority. • Deep experience with 1:1, account-based, or highly targeted digital marketing programs. Outbound or sales-adjacent experience strongly preferred. • Demonstrated comfort experimenting with and adopting AI-powered tools, automation, or agent-based workflows, along with strong judgment regarding where AI adds value versus where human oversight is required. • Strong written and verbal communication skills, with the ability to simplify complex concepts and influence senior stakeholders. • Highly organized, proactive, and able to thrive in a fast-moving environment with significant ownership and accountability.

🏖️ 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