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Mercer Advisors · 23 hours ago

Director of Client Development, Ascend

United States

Full-time

Remote

Mid, Senior Level

$170K/yr - $200K/yr

5+ years exp

Mercer Advisors is a leading financial services firm dedicated to simplifying financial lives for families across the U.S. The Director of Client Development, Ascend will manage high-value client development initiatives, coordinating teams to deliver a personalized experience for high-net-worth prospects while ensuring effective communication and project management across stakeholders.

AdviceAsset ManagementBusiness DevelopmentFinancial ServicesInsuranceWealth Management

Responsibilities

Lead rapid-response teams: Drive initial intake and creation of “Tiger Teams” for high‑value opportunities; validate lead eligibility and stand up teams leveraging standardized, organized process with stakeholder buy-in. Ensure capacity and manage specialist assignments

Ensure Orchestration of HNW customer journey: Ensure Client Development specialists coordinate calendars for meetings, set agendas, and run internal prep huddles; schedule and coordinate proposal calls; ensure executive participation & all resources required are confirmed and briefed

Manage internal stakeholders: Interface with senior leaders; synthesize updates clearly; escalate issues with context and recommended options; maintain momentum across multiple concurrent Tiger Teams

Develop unified governance & CRM hygiene: Ensure Tiger Team artifacts (notes, action items, decisions) are captured; keep Salesforce stages, owner assignments, and follow‑ups current; proactively surface risks/blockers and drive resolution

Drive long-term team strategy: Identify opportunities to improve and grow the program by establishing and tracking core program KPIs such as outcomes, conversion rates, cycle time, etc; facilitate retrospectives and document / act on learnings

Qualification

Program managementSalesforce (CRM)Client-facing experienceMeeting facilitationWritten communicationProactive problem solvingHigh discretionBachelor's degree

Required

5 – 10 years of program/project management and/or sales operations experience coordinating executive stakeholders and complex, multi‑step deals

Exceptional client‑facing presence with the ability to interface directly with high‑net‑worth prospects and tailor a concierge‑level experience

Strong orchestration skills: calendar and agenda management, meeting facilitation, action‑item tracking, and cross‑functional follow‑through across many moving pieces

Outstanding written and verbal communication; executive‑ready synthesis; ability to produce clear briefs, recaps, and proposal packaging

Proficiency with Salesforce (CRM), Microsoft Teams/Zoom, and Microsoft Office (Excel/PowerPoint); familiarity with scheduling/routing tools (e.g., Calendly) and collaboration platforms (Box)

Proactive problem solver with high ownership; thrives in a fast‑paced, dynamic environment; adept at risk identification and mitigation

High discretion and judgment; understands compliance, documentation, and recordkeeping requirements in a regulated environment

Bachelor's degree from an accredited institution required

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