Apply on Employer Site

Mercer Advisors · 23 hours ago

RVP - Endowments & Foundations (Community)

United States

Full-time

Remote

Lead/Staff, Director/Executive

$149K/yr - $175K/yr

3+ years exp

Mercer Advisors is a leading firm that integrates financial planning and investment management for families across the U.S. The Regional Vice President will drive new business by building relationships with strategic partners and managing sales initiatives to expand the firm's reach and revenue.

AdviceAsset ManagementBusiness DevelopmentFinancial ServicesInsuranceWealth Management

No H1B

Responsibilities

Lead and make successful go‑to‑market partnerships with institutional referral partners beyond our custodial relationships

Drive strong institutional partnerships in the Endowment & Foundation space through strategic relationships

Drive the success of institutional partnerships with outside companies, including the management of qualified plan assets and making wealth management services available to company employees

Directly contribute to success through sales conversations with prospective clients who are generated through these efforts

Support the fast‑growing, dynamic sales team and collaborate to drive sales momentum within a client‑focused environment

Own the sales pipeline from start to finish, converting and nurturing potential clients and ensuring a best‑in‑class experience for every prospective client

Assist in identifying and qualifying potential clients to ensure strong alignment with the firm’s services and that prospects are a good fit

Engage with potential clients over Zoom, phone, and/or in person to understand their needs and clearly articulate how the firm can help

Actively participate in professional growth, soliciting and incorporating feedback into sales conversations and participating in team trainings or activities

Qualification

Sales experienceSeries 6566 licenseFinancial services knowledgeCRM systems (Salesforce)NetworkingMarket knowledgeClient engagementMS Office proficiencyCommunication skillsNegotiation skillsProject managementLeadership

Required

3+ years of successful sales experience in financial services

Series 65 or Series 66 license (or qualifying exemption via CFP®, ChFC, PFS, CFA, or CIC where applicable)

Excellent communication, presentation, listening, and analytical skills

Self‑motivated, highly coachable, and growth‑oriented mindset

Deep understanding of the financial services industry and investment management

Passion for helping clients achieve their financial goals

Proven time management and organizational skills in high‑volume, high‑energy environments

Strong computer aptitude with proficiency in MS Excel, Word, Outlook, and PowerPoint

Flexibility to travel as needed

Preferred

Bachelor's degree preferred or equivalent experience

Experience using CRM systems (Salesforce preferred) and managing sales pipelines

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