Director, Direct Client Development

Merceradvisors; United States; Hybrid; USD 170,000 - 200,000; Full time

Benefits offered by this job

Health Savings Account (HSA)

401(k) Retirement Plan

Paid Parental Leave

Job summary

Merceradvisors seeks a leader for the Direct Client Development team to drive client growth and manage a sales team. The role requires strong experience in financial services, capability to motivate teams, and strategic planning skills. A Bachelor's degree related to Business or Finance is preferred along with 5+ years in the industry.

Compensation ranges from $170,000 to $200,000 USD, plus benefits like medical plans, 401(k), and paid parental leave. The position is essential to cultivating strong client relationships and ensuring high performance standards.

Qualifications

• 5+ years financial services industry experience.
• Minimum of 5 years of Sales team management strongly preferred.
• CFP or CFA preferred, Series 65 required if not.

Responsibilities

• Lead Client Development team to meet targets.
• Recruit and train sales team members.
• Design strategies that drive new client growth.

Skills

Financial services industry experience

Sales team management

Communication skills

Proficiency in MS Office

Salesforce experience

Education

Bachelor's degree in Business, Economics, Accounting or Finance

Tools

Salesforce

Digital Marketing Intelligence tools

MS Word

MS Excel

MS PowerPoint

MS Outlook

Job description

Job Summary

Responsible for providing leadership to the Direct Client Development team. Motivate and encourage client development team members to ensure targets are met. Review and analyze sales and operational records and reports. Partner with the leadership team to create and execute a strategic sales plan that expands our client base. Recruit sales team members, set objectives, train and coach them and monitor their performance.

Essential Job Functions

• Partner with Client Development Leadership to design and execute strategies that drive new client growth.
• Lead, coach, and develop Regional Vice Presidents (RVPs), including onboarding and training, to drive strong performance, accountability, and long‑term growth while reinforcing sales management best practices.
• Establish clear individual and team goals aligned with departmental objectives and drive consistent execution.
• Improve RVP productivity by sponsoring and leading initiatives related to sales process optimization, marketing materials, technology, and training.
• Demonstrate high energy and influence to motivate teams and drive sustained goal achievement.
• Ensure adherence to company performance standards, policies, and procedures while maintaining high client service and satisfaction standards.
• Bring a strong growth mindset with the ability to think strategically, leverage data, take ownership, and consistently exceed expectations.
• Perform other duties and projects as assigned by management.

Knowledge, Skills, and Abilities

• Bachelor's degree or equivalent experience
  • Bachelor's degree from an accredited institution preferred (preferably Business, Economics, Accounting or Finance related)
• 5+ years financial services industry experience at a minimum; high-volume sales, relationship management, or client service experience preferred.
• Minimum of 5 years of Sales team management strongly preferred.
• CFP or CFA preferred but if not, Series 65 is required or the ability to obtain quickly.
• Experience with Digital Marketing Intelligence tools is a huge PLUS.
• Ability Influence and motivate.
• Ability to provide effective performance coaching and feedback.
• Excellent communication skills
• Client service background preferred.
• Excellent verbal, written, analytical, and organizational skills.
• Proficiency with MS Word, Excel, PowerPoint and Outlook
• Proficiency with Salesforce
• Experience working with high-level, busy professionals.
• Enjoy leading and being part of a team.
• Must be highly flexible and confidential with all matters.

Work Schedule

This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs. All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30‑minute unpaid lunch period.

Working Conditions

This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs.

Compensation

Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors’ incentive compensation programs.

$170,000 — $200,000 USD

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 Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
• Kaiser Medical plans available in California
• Health Savings Account (HSA) with company contributions 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 including 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 (8 weeks)
• Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 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 as well as an after-tax option
• Pet Insurance
• Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing

Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.