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Managing Director, Community Client Development

2 weeks, 5 days 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 26

Description

  • Help design and implement strategies that drive new client growth.
  • Manage and lead Regional Vice Presidents to meet performance objectives and develop their potential.
  • Directly engage in high-value prospect and wholesaling opportunities alongside Regional Vice Presidents.
  • Coach, mentor, and train Regional Vice Presidents, including new team members.
  • Sponsor initiatives that improve the sales process, marketing materials, technology, and training.
  • Serve as an ambassador for Mercer Advisors and support partner and new client relationships.
  • Maintain relationships with key members of partner teams.
  • Ensure adherence to company performance standards, policies, and procedures.
  • Contribute to leadership committees, strategic initiatives, and corporate programs.

Requirements

  • Bachelor’s degree.
  • At least 15 years of experience building relationships with, mentoring, and managing financial services professionals.
  • Experience guiding teams, building culture, evaluating performance, recruiting, and maintaining clear and consistent communication.
  • Track record of helping sales professionals grow their practices in a client-centric model.
  • Experience communicating the benefits of a wealth management platform to potential clients and M&A partners.
  • Negotiation experience involving listening, persuading, and developing mutually beneficial solutions.
  • Strong decision-making, judgment, problem-solving, analysis, and project management skills.
  • Series 65, Series 66, or CFP credential.
  • Experience using CRM systems, with Salesforce preferred.
  • Flexibility to travel 40% of the time.
  • Availability to work Monday through Friday, 8:00 AM to 5:00 PM.

Benefits

  • Base pay 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 HSA-compatible health plan options and company HSA contributions.
  • 14 company-paid holidays, including a full week off at Thanksgiving.
  • Generous paid time off for vacation and sick days.
  • Paid parental leave of 8 weeks, plus family medical leave and adoption assistance.
  • 401(k) retirement plan with Traditional and Roth options, matching, and an after-tax option.
  • Employee assistance plan, concierge services, pet insurance, and personalized financial planning at preferred employee pricing.

Interested in this position?

Apply directly on the company website

Apply Now

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