RemoteLeaf Logo
Log in Sign up

Director, Direct Client Development

2 months ago
United States
Full-time
Lead
Business Development
Sales and Business Development
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 25

Description

  • Partner with Client Development Leadership to design and execute strategies that drive new client growth.
  • Lead, coach, develop, onboard, and train Regional Vice Presidents to improve performance and accountability.
  • Establish clear individual and team goals aligned with departmental objectives.
  • Drive consistent execution of sales and growth initiatives across the team.
  • Improve RVP productivity through sales process optimization, marketing materials, technology, and training initiatives.
  • Motivate teams and sustain achievement of business targets through strong leadership and influence.
  • Ensure adherence to company performance standards, policies, procedures, and client service expectations.
  • Review and analyze sales and operational records and reports to inform performance management and planning.
  • Recruit sales team members and monitor team performance.
  • Perform other duties and projects as assigned by management.

Requirements

  • Bachelor's degree or equivalent experience; bachelor's degree from an accredited institution preferred, especially in Business, Economics, Accounting, or Finance.
  • 5+ years of financial services industry experience required; high-volume sales, relationship management, or client service experience preferred.
  • Minimum 5 years of sales team management experience strongly preferred.
  • CFP or CFA preferred; Series 65 required if not held, or ability to obtain it quickly.
  • Experience with Digital Marketing Intelligence tools is a strong plus.
  • Proficiency with MS Word, Excel, PowerPoint, Outlook, and Salesforce.
  • Excellent verbal, written, analytical, and organizational skills.
  • Ability to influence and motivate others and provide effective performance coaching and feedback.
  • Experience working with high-level, busy professionals.
  • Must be highly flexible and able to handle confidential matters appropriately.
  • Availability during standard business hours Monday through Friday, 8 AM to 5 PM, with occasional early or late hours as needed.

Benefits

  • Base salary range of $170,000 to $200,000 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 Cigna plans and Kaiser medical plans in California.
  • Health Savings Account with company contributions when enrolled in an HDHP medical plan.
  • 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 and family medical leave.
  • 401(k) retirement plan with Traditional and Roth options, company match, and an after-tax contribution option.
  • Employee assistance program, adoption assistance, pet insurance, and concierge services.
  • Personalized financial planning and guidance at preferred employee pricing.

Interested in this position?

Apply directly on the company website

Apply Now

Similar Roles

Praxis Medicines

Director, Medical Science Liaison - Epilepsies

Praxis Medicines 51-250 Pharmaceuticals

Praxis Precision Medicines is hiring a Director, Medical Science Liaisons to lead the field medical team supporting its epilepsy portfolio through pre-launch and launch activities across academic and community neurology centers.

United States Full-time Executive Head of Sales Sales Operations
$230k-$250k
CRM
11 hours, 49 minutes ago
Morgan & Morgan

Regional Director of Referrals

Morgan & Morgan 1K-5K Specialized Consumer Services

Morgan & Morgan is hiring a Regional Director of Referrals to lead multi-state referral partnerships and manage a team of Referral Managers focused on growing the firm’s case pipeline.

United States Full-time Lead Head of Sales Partnerships Manager
Salesforce
11 hours, 50 minutes ago
WelbeHealth

Outreach Specialist

WelbeHealth 251-1K Family Services

WelbeHealth is hiring an Outreach Specialist to drive community-based enrollment for its PACE program by building referral relationships and guiding prospective seniors into care.

United States Full-time Junior Business Development
$75k-$75k
Salesforce
11 hours, 50 minutes ago
F

Senior Airport Partnership Manager

Flix SE 1001-5000 Travel tech

Flix is hiring a Senior Airport Partnership Manager to lead airport partnership expansion across North America and own the full lifecycle of strategic relationships, tenders, and contract negotiations with public and commercial stakeholders.

United States Full-time Senior Business Development Partnerships Manager
$110k-$135k
Agile
12 hours, 5 minutes ago

You're on a roll! Sign up now to keep applying.

Sign Up

Already have an account? Log in

Used by 14,729+ remote workers