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Director, Client Relationship Expansion

3 months, 3 weeks ago
United States
Full-time
Lead
Customer Success Manager
Customer and Technical Support
Salesforce
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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 21

Description

  • Lead full Relationship Expansion activation cycles in assigned markets from partner alignment and practice diagnostics through advisor discovery, pipeline development, and close.
  • Serve as the primary field presence for the Relationship Expansion program portfolio, including workshops, direct opportunity support, and 1:1 and small-group activation coaching.
  • Partner with the Senior Director on market plans and support diagnostic and strategic planning conversations with Managing Partners and Team Leaders.
  • Build direct working relationships with Managing Partners and Relationship Managers and embed in their team cadences independently.
  • Deliver 1:1 coaching, group education sessions, and office hours to active markets.
  • Apply advisor behavior standards in every coaching engagement and translate program content into practical advisor actions.
  • Coach advisors on share of wallet, held-away asset conversations, and opportunity-specific language across Outside Assets, Account Bridge, Excess Cash, and Concentrated Positions.
  • Track advisor progress and surface patterns in confidence, objection handling, and pipeline conversion to inform program improvements.
  • Contribute to program design, coaching module development, and field messaging based on direct field observation.
  • Support onboarding of M&A-integrated advisors into Relationship Expansion programs and advisor behavior standards.

Requirements

  • 7–12 years of experience in wealth management, advisor coaching, field enablement, or advisor-facing consulting.
  • Prior experience leading coaching programs or structured advisor development initiatives is strongly preferred.
  • CFP® or an equivalent professional credential is preferred.
  • Demonstrated credibility with HNW advisors and firm leadership; not a general L&D or training background.
  • Strong working knowledge of share of wallet concepts, held-away asset dynamics, and relationship expansion conversations across opportunity types.
  • Exceptional verbal communication and facilitation skills, with comfort leading sessions without a script.
  • Familiarity with eMoney, Salesforce-adjacent tools, and Aspen is preferred.
  • Comfortable with analytics and pipeline tracking tools.
  • Willingness to travel to field markets as required for activation engagements.
  • Bachelor's degree from an accredited institution is required.

Benefits

  • Base pay range of $191,250 to $225,000 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 plans.
  • 14 company-paid holidays, including a full week off at Thanksgiving, plus generous paid time off for vacation and sick days.
  • Paid parental leave for 8 weeks, adoption assistance reimbursement, and family medical leave.
  • 401(k) retirement plan with Traditional and Roth options, per-pay-period match, and an after-tax option.
  • Employee assistance plan, company-paid concierge services, pet insurance, and personalized financial planning at preferred employee pricing.

Interested in this position?

Apply directly on the company website

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