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Mercer Advisors · 2 weeks ago

Managing Director, Community Client Development

United States

Full-time

Remote

Director/Executive

$170K/yr - $200K/yr

15+ years exp

Mercer Advisors is a leading financial services firm dedicated to simplifying the financial lives of families. The Managing Director, Client Development, will play a key role in driving organic growth and managing the Sales team, while also contributing to overall leadership and strategic initiatives.

AdviceAsset ManagementBusiness DevelopmentFinancial ServicesInsuranceWealth Management

Responsibilities

Works with Client Development Leadership to help design and implement strategies that drive new client growth

Manages and leads Reginal Vice Presidents to ensure they are meeting and exceeding performance objectives & achieving their full potential

Directly engages in high value prospect opportunities and wholesaling opportunities (side by side with RVPs)

Effectively coaches and mentors Regional Vice Presidents, assists in training new RVPs as they join the team

Improves RVPs productivity by sponsoring critical national initiatives to improve the sales process, marketing materials, technology and training beyond their own market

Acts as an Ambassador of Mercer Advisors and supports the sales team to foster positive partner and new client relationships by maintaining relationships with key members of partner teams

Ensures adherence to company performance standards as well as company policies and procedures

Qualification

Financial services experienceSales team managementClient relationship buildingCRM systems (Salesforce)Negotiation skillsProject management skillsBachelor’s degreeSeries 65CFPClient focusDecision-making skillsProblem-solving skills

Required

Bachelor's degree

At least 15 years of experience building relationships with and mentoring and managing financial services professionals, guiding teams to realize their potential, building culture, evaluating performance, recruiting, ensuring clear and consistent communication

Track record of success in helping sales professionals grow their practices in a client centric model; Creating an environment where high-touch client experience is the norm; escalating and dealing with issues when necessary

Experience communicating the benefits of a wealth management platform to potential clients and M&A partners; Telling the firm's story when working with RVPs in the channels as well as in the M&A sales process

Negotiation experience that involves listening, persuading, and developing mutually beneficial solutions

Excellent Client Focus and client-oriented position, but sales aptitude and experience are also highly desired

Strong decision-making, judgement, problem-solving, analysis and project management skills

Series 65 or Series 66 or CFP

Experience using CRM systems (Salesforce preferred)

Flexibility to travel 40% of the time

Benefits

Company Paid Basic Life & AD&D Insurance

Company Paid Short-Term and Long-Term Disability Insurance

Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance

Three medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.

Health Savings Account (HSA) with company contributions on a per pay period basis if enrolled in either HDHP medical plan.

Two comprehensive Dental Plans

Vision Insurance Plan

Dependent Care Savings Account for child and dependent care.

14 Company Paid Holidays with a full week off at Thanksgiving.

Generous paid time off program for vacation and sick days

Employee Assistance Plan

Family Medical Leave

Paid Parental Leave (6 weeks)

Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 weeks) to provide time for recovery, baby bonding, and enjoying your family time.

Adoption Assistance Reimbursement Program

Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.

401(k) Retirement Plan with both Traditional and Roth plans with per pay period match

Pet Insurance