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Regional Vice President, Community (New York City)

2 hours, 49 minutes ago
United States
Full-time
Senior
Head of Sales
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 33

Description

  • Engage potential wealth management clients over Zoom, by phone, and in person to understand their needs and introduce Mercer Advisors' services.
  • Use financial expertise and internal resources to develop tailored value propositions for each prospective client.
  • Own the sales pipeline from initial contact through conversion and nurturing to deliver a strong client experience.
  • Act as a self-motivated leader within a fast-growing, high-visibility part of the organization.
  • Build and maintain relationships with clients and prospects to support wealth management sales momentum.
  • Work across the organization to support client goals and present customized solutions.

Requirements

  • Bachelor’s degree preferred, or equivalent experience.
  • 5+ years of successful sales experience in financial services.
  • Series 65 or Series 66 license required, unless exempt through an approved designation in the applicable state(s).
  • CFP®, ChFC, PFS, CFA, or CIC designation may qualify for Series 65 exemption; CFP® designation is preferred.
  • Experience using CRM systems, with Salesforce preferred, and managing sales pipelines.
  • Experience building relationships with and understanding the needs of potential clients.
  • Self-motivated, highly coachable, growth-oriented mindset with strong drive.
  • Deep understanding of the financial services industry and investment management.
  • Strong time management and organizational skills in high-volume, high-energy environments.
  • Proficiency in MS Excel, Word, Outlook, and PowerPoint.
  • Flexibility to travel.
  • Availability during standard business hours Monday through Friday from 8AM to 5PM, with occasional early or late hours as needed.

Benefits

  • Base salary range of $119,000 to $140,000 USD.
  • Eligibility 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 coverage options, including three Cigna medical plans and Kaiser plans available in California.
  • Health Savings Account with company contributions when enrolled in an HDHP.
  • Dental, vision, and dependent care savings account benefits.
  • 14 company-paid holidays, including a full week off at Thanksgiving.
  • Generous paid time off for vacation and sick days.
  • Paid parental leave (8 weeks), family medical leave, and maternity benefits.
  • 401(k) retirement plan with Traditional and Roth options, employer match, and an after-tax option.
  • Employee Assistance Plan, adoption assistance reimbursement, pet insurance, and concierge services.

Interested in this position?

Apply directly on the company website

Apply Now

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