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Mercer Advisors · 17 hours ago

Regional Vice President - Regis (Community)

United States

Full-time

Remote

Mid, Senior Level

$212K/yr - $250K/yr

5+ years exp

Mercer Advisors is a leading independent, national fiduciary firm that has been helping families simplify their financial lives for over 40 years. The Regional Vice President – Regis will lead teams to provide a bespoke experience for Ultra-High-Net-Worth clients, coordinating efforts across various stakeholders to ensure a seamless client journey from initial contact to proposal development and closing.

AdviceAsset ManagementBusiness DevelopmentFinancial ServicesInsuranceWealth Management

Responsibilities

Drive initial intake and creation of UHNW opportunities; validate UHNW lead eligibility and stand up teams leveraging a standardized, organized process with stakeholder buy‑in. Ensure capacity and manage specialist assignments, including pre‑sales resources

Ensure teams coordinate calendars for meetings, set agendas, and run internal prep huddles; schedule and coordinate proposal calls; ensure executive participation and all resources required are confirmed and briefed to deliver a concierge‑level UHNW experience

Interface with senior leaders; synthesize updates clearly; escalate issues with context and recommended options; maintain momentum across multiple concurrent UHNW and complex pre‑sales workflows

Ensure artifacts (notes, action items, decisions) are captured; keep Salesforce stages, owner assignments, and follow‑ups current; proactively surface risks/blockers within UHNW sales cycles and drive resolution

Identify opportunities to improve and grow the UHNW acquisition program by establishing and tracking core KPIs such as outcomes, conversion rates, cycle time, and pre‑sales efficiency; facilitate retrospectives and document/act on learnings

Qualification

UHNW client developmentProgram/project managementSalesforce (CRM)Executive communicationCalendar managementProposal coordinationMicrosoft OfficeHigh discretionBachelor's degreeProblem solving

Required

5–10 years of UHNW client development, 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 Ultra‑High‑Net‑Worth prospects and tailor a concierge‑level experience

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

Outstanding written and verbal communication; executive‑ready synthesis; ability to produce clear briefs, recaps, and customized UHNW 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, UHNW‑focused environment; adept at risk identification and mitigation

High discretion and judgment; understands compliance, documentation, and recordkeeping requirements in a regulated environment, especially when working with UHNW households

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