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Mercer Advisors · 1 week ago

Director of Client Development - HNW Program Manager

United States

Full-time

Remote

Mid, Senior Level

$170K/yr - $200K/yr

5+ years exp

Mercer Advisors is a leading financial services firm that has been assisting families for 40 years. They are seeking a seasoned leader to drive their High-Net-Worth Client Development Program, focusing on winning and retaining valuable prospects by providing a bespoke, concierge-level experience throughout the client journey.

AdviceAsset ManagementBusiness DevelopmentFinancial ServicesInsuranceWealth Management

Responsibilities

Lead Strategic Pursuit Teams: Stand up and guide agile “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: As the leader of this program, you are accountable for driving flawless execution of the Tiger Team process to deliver exceptional outcomes for high-value prospects. This includes ensuring the sales team adheres to the established pursuit framework—coordinating calendars, setting agendas, and leading internal preparation huddles; scheduling and managing proposal calls; and confirming executive participation with all resources fully briefed and aligned

Consult on Deal Strategy and Pricing: Partner with sales team and leaders to craft winning approaches, optimize pricing structures and align service offerings with client priorities

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 ManagementSales OperationsClient DevelopmentSalesforce (CRM)Series 6566 LicenseCommunication SkillsProblem SolvingMicrosoft OfficeMeeting FacilitationHigh DiscretionBachelor's DegreeCross-Functional Collaboration

Required

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

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

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