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Director, Direct Client Development

1 month, 1 week 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 19

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

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