Director of Client Development Financial Planning jobs in United States
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Mercer Advisors · 1 day ago

Director of Client Development Financial Planning

positionUnited States
timeFull-time
remoteRemote
seniorityMid, Senior Level
money$170K/yr - $200K/yr
date5+ years exp

Mercer Advisors is a leading independent fiduciary firm that has been helping families simplify their financial lives for 40 years. The Director of Client Development Financial Planning will oversee a team of Financial Planners, ensuring operational excellence and driving new client acquisition through strategic planning and process improvements.

AdviceAsset ManagementBusiness DevelopmentFinancial ServicesInsuranceWealth Management
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H1B Sponsor Likelynote

Responsibilities

Hire, train, mentor, and develop 13 Financial Planners supporting Client Development
Manage planner capacity, workflow, and deadlines; create strategic plans to absorb future growth and increased demand for prospect proposals
Serve as a CFP® practitioner, producing prospect financial plans to support client acquisition
Motivate and lead the team, ensuring accountability, full capacity utilization, and high-quality output
Develop KPIs, KPI tracking, financial modeling and KPI reporting
Prepare accurate financial reports and performance dashboards for management
Design and implement process enhancements to unlock capacity, improve efficiency, and support process improvement
Identify and implement efficiencies in automation and quality delivery of our sales process
Drive engagement and alignment across internal stakeholders by collaborating with senior leaders, escalating critical issues, and identifying opportunities for improvement

Qualification

CFP® certificationFinancial planning experienceEMoney proficiencySalesforce proficiencyMicrosoft Office SuitePowerBI proficiencyTeam leadershipCommunication skillsProblem-solvingAdaptability

Required

CFP® strongly preferred
Minimum 5 years of financial planning experience and prior management experience ideal
Strong knowledge of eMoney; proficiency in Salesforce, Microsoft Office Suite, Microsoft Teams/Zoom, PowerBI
Exceptional orchestration skills; outstanding written and verbal communication abilities
Proactive problem solver with high ownership; adept at risk identification and mitigation
Thrives in a fast-paced, dynamic environment; capable of strategic thinking and execution
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

Company

Mercer Advisors

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Mercer Advisors is a full-service wealth management firm.
dateFounded in 1985
location
Denver, Colorado, USA
people-size501-1000 employees
web-link
http://www.merceradvisors.com/

H1B Sponsorship

Mercer Advisors has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (2)
2024 (1)

Funding

Current Stage
Late Stage
Total Funding
unknown
Key Investors
Altas PartnersHarvest PartnersOak Hill Capital Partners
2023-06-06Private Equity
2023-02-28Private Equity
2019-09-17Private Equity

Leadership Team

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Peter Ip
Senior Vice President and Relationship Manager
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Recent News

Business Wire
Mercer Advisors Expands Upstate New York Presence with Long Run Wealth Advisors
2026-01-07
Pulse 2.0
Mercer: Acquisitions Of Poterack Capital And Long Run Wealth Advisors Closed, Adding About $905 Million In Client Assets
2026-01-07
Investment News
RIA moves: Mercer Advisors adds nearly $1B with New York, Texas partnerships
2026-01-07
Company data provided by crunchbase