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Associate Vice President, Channel (San Francisco, CA)

1 month, 3 weeks ago
United States
Full-time
Junior
Partnerships Manager
Sales and Business Development
CRM Salesforce
Apply Now
Mercer Advisors

Mercer Advisors

Mercer Advisors provides comprehensive wealth management services, including financial planning, investment management, and family office solutions, aimed at simplifying and enhancing the financial lives of its clients through a holistic and customized...

Capital Markets
251-1K
Founded 1985
View All Jobs 20

Description

  • Coordinate and schedule meetings with prospects, clients, and internal teams.
  • Qualify and schedule Wealth Path and Custom Wealth referrals.
  • Maintain regular communication with prospects to nurture relationships and move them through the sales pipeline.
  • Assist with lead generation and participate in regional sales activities.
  • Monitor and manage the sales pipeline to support accurate forecasting and reporting.
  • Take detailed meeting notes and update CRM records with client and prospect information.
  • Support local Vice Presidents and Wealth Advisors with case preparation, wholesale events, and sales email efforts.
  • Coordinate the hand-off of new clients from sales to onboarding to ensure a smooth transition.
  • Plan and schedule client meetings, webinars, and industry conference events.
  • Manage event logistics and support successful execution.

Requirements

  • Bachelor's degree in Business, Marketing, or a related field.
  • At least 2 years of successful sales experience in the financial services industry.
  • Prior experience in a sales support or business development role.
  • Self-starter who thrives in a fast-paced, high-volume sales environment.
  • Series 65 or Series 66 license, or on track to achieve one, unless holding CFP®, ChFC, PFS, CFA, or CIC credentials.
  • CFP® designation preferred.
  • Comprehensive knowledge of the financial services industry and investment management.
  • Experience using CRM systems, with Salesforce preferred.
  • Excellent communication, presentation, listening, and analytical skills.
  • Ability to work independently and as part of a team.
  • Strong time management and organizational skills in high-volume, high-energy environments.
  • Experience identifying partner and prospect needs through probing questions and solution-oriented follow-up.
  • Proficiency in MS Excel, Word, Outlook, and PowerPoint.
  • Flexibility to travel.
  • Position includes daytime and evening hours.

Benefits

  • Base salary range of $85,000 to $100,000 USD.
  • Eligible for incentive compensation through Mercer Advisors’ incentive compensation programs.
  • Company-paid basic life and AD&D insurance.
  • Company-paid short-term and long-term disability insurance.
  • Medical, dental, and vision coverage, including HSA with company contributions for eligible HDHP enrollment.
  • 14 company-paid holidays, including a full week off at Thanksgiving.
  • Generous paid time off for vacation and sick days.
  • Paid parental leave for 8 weeks, plus maternity benefits through company-paid STD and supplemental leave.
  • 401(k) retirement plan with Traditional and Roth options, company match, and after-tax contribution option.
  • Employee assistance program, adoption assistance, pet insurance, and company-paid concierge services.
  • Personalized financial planning and guidance at preferred employee pricing.

Interested in this position?

Apply directly on the company website

Apply Now

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