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Director of Client Development - Financial Planning

11 hours, 54 minutes ago
United States
Full-time
Lead
Business Development
Sales and Business Development
Power BI 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 27

Description

  • Hire, train, mentor, and develop a team of 13 Financial Planners supporting Client Development.
  • Oversee planner capacity, workflow, deadlines, and strategic planning for future growth.
  • Serve as a CFP® practitioner and produce prospect financial plans as an individual contributor.
  • Lead performance management by developing KPIs, tracking results, and reporting financial outcomes to senior management.
  • Prepare financial reports and performance dashboards for management.
  • Design and implement process improvements to increase efficiency, unlock capacity, and improve quality.
  • Identify and implement automation opportunities to improve the sales process.
  • Collaborate with internal stakeholders and senior leaders to maintain alignment and shared accountability.
  • Escalate critical issues and identify opportunities for improvement across the cross-matrix organization.

Requirements

  • Bachelor’s degree from an accredited institution required.
  • Minimum 5 years of financial planning experience.
  • Prior management experience preferred.
  • CFP® strongly preferred.
  • Strong knowledge of eMoney.
  • Proficiency with Salesforce, Microsoft Office Suite, Microsoft Teams/Zoom, and PowerBI.
  • Exceptional written and verbal communication skills.
  • Strong orchestration, problem-solving, and ownership skills.
  • Ability to thrive in a fast-paced, dynamic environment.
  • Daytime and evening availability as needed.

Benefits

  • Base salary of $170,000–$200,000 USD.
  • Eligible for incentive compensation through Mercer Advisors’ incentive programs.
  • Company-paid basic life and AD&D insurance.
  • Company-paid short-term and long-term disability insurance.
  • Health coverage including Cigna medical plans, Kaiser plans in California, dental, and vision.
  • HSA with company contributions for eligible HDHP enrollment.
  • 14 company-paid holidays, including a full week off at Thanksgiving.
  • Generous PTO for vacation and sick time.
  • Paid parental leave (8 weeks) and adoption assistance.
  • 401(k) retirement plan with Traditional, Roth, match, and after-tax option.

Interested in this position?

Apply directly on the company website

Apply Now

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