Mercer · 18 hours ago
Wealth Management Sales Director
Washington, DC
Full-time
Hybrid
Senior Level, Lead/Staff
$119K/yr - $238K/yrMercer is a business of Marsh, a global leader in risk and management consulting. They are seeking a Wealth Management Sales Director to drive revenue growth, develop sales strategies, and ensure exceptional client service within the wealth management division.
BankingConsultingEmployee BenefitsFinancial ServicesHuman ResourcesWealth Management
Responsibilities
Develop and execute strategic sales plans to achieve revenue targets and drive business growth within the wealth management division
Collaborate with senior management and other key stakeholders to define sales strategies, identify market opportunities, and develop innovative approaches to expand the client base
Build and maintain strong relationships with key clients, prospects, and industry influencers, leveraging these relationships to generate new business and enhance the organization's reputation
Stay updated on industry trends, market developments, and regulatory changes affecting the wealth management industry, and incorporate this knowledge into sales strategies and client interactions
Work closely with internal teams, to ensure seamless coordination and delivery of wealth management solutions to clients
Monitor and analyze sales performance, pipeline management, and market trends, providing regular reports and insights to senior management
Collaborate with marketing and communications teams to develop and execute targeted marketing
Qualification
Required
Bachelor's degree in finance, business administration, or a related field
Proven track record of success in sales leadership roles within the wealth management or financial services industry
In-depth knowledge of wealth management products, investment strategies, and financial markets
Excellent communication and presentation skills, with the ability to articulate complex financial concepts to clients and stakeholders
Strategic mindset, with the ability to develop and execute sales strategies that align with business objectives
Series 7 and 63 license
Preferred
A master's degree or professional certifications (e.g., CFA, CFP) are advantageous
Proven experience driving new business in the wealth management sector
Alternative investments experience and knowledge
Benefits
Health and welfare benefits
Tuition assistance
401K savings
Other retirement programs
Employee assistance programs
Company
Mercer
Mercer is a human resource consulting service that includes compensation, employee benefits, communications, and investment consulting. It is a sub-organization of Marsh & McLennan.
Founded in 1945
10001+ employees
H1B Sponsorship
Mercer 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 (16)
2024 (22)
2023 (19)
2022 (33)
2021 (29)
2020 (20)
Funding
Current Stage
Late StageLeadership Team
Dorothee Gnaedinger
Partner and CEO Mercer Denmark
John Mallozzi
Partner, Global Segment Leader
Recent News
2025-11-05
Company data provided by crunchbase