Director of Client Development - Financial Planning

Mercer Advisors; United States; On-site; USD 170,000 - 200,000; Full time

Benefits offered by this job

Life Insurance

Disability Insurance

401(k) with match

Paid Holidays

Paid time off

Health Insurance

Vision Insurance

Dental Plans

HSA with company contributions

Job summary

Mercer Advisors is seeking a Director of Financial Planning Operations to lead a team of Financial Planners and drive client acquisition through scalable prospect plans. The role blends leadership with hands-on CFP work, ensuring operational excellence and strategic staffing to support growth.

The ideal candidate has CFP credentials (preferred), 5+ years in financial planning, and prior management experience.

Qualifications

• CFP strongly preferred; 5+ years financial planning experience with prior management ideal.
• Bachelor’s degree from an accredited institution required.

Responsibilities

• Hire, train, mentor, and develop 13 Financial Planners supporting Client Development.
• Oversee planner capacity, workflow, deadlines and strategic growth plans.
• Produce prospect financial plans as an active CFP practitioner.
• Set and track KPIs; develop financial models and dashboards for sales outcomes.
• Design process improvements to unlock capacity and improve delivery efficiency.

Skills

CFP

Financial planning

Leadership

Communication

Problem solving

Adaptability

Bachelor's degree

Education

Bachelor’s degree

Tools

eMoney

Salesforce

Microsoft Office

Microsoft Teams/Zoom

PowerBI

Job description

Why Work at Mercer Advisors?

For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.

Today, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*

Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.

Join us and help families amplify and simplify their financial lives with confidence.

• Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology here.

Job Summary

The Director of Financial Planning Operations will oversee a team of Financial Planners dedicated to creating prospect financial plans that drive new client acquisition for Mercer Advisors. This role ensures operational excellence, strategic capacity planning, and process improvement while serving as an individual contributor with CFP credentials. The leader will hire, train, and mentor planners, manage workflow efficiency, and design scalable solutions to support future growth.

Essential Job Functions

• Team Leadership: Hire, train, mentor, and develop 13 Financial Planners supporting Client Development.
• Operational Oversight: Manage planner capacity, workflow, and deadlines; create strategic plans to absorb future growth and increased demand for prospect proposals.
• Individual Contribution: Serve as a CFP® practitioner, producing prospect financial plans to support client acquisition.
• Performance Management: Motivate and lead the team, ensuring accountability, full capacity utilization, and high-quality output. Develop KPIs, KPI tracking, financial modeling and KPI reporting. Responsibilities involve strategy development, execution and reporting to senior management on sales driven financial outcomes. Prepare accurate financial reports and performance dashboards for management.
• Drive long-term strategy: 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.

Manage internal stakeholders: Drive engagement and alignment across internal stakeholders by collaborating with senior leaders, escalating critical issues, and identifying opportunities for improvement. This role requires a highly innovative leader who can thrive within a complex, cross-matrix organization. Key responsibilities include ensuring strategic alignment, fostering shared accountability, and cultivating a culture of seamless collaboration—where teams leverage their unique expertise to achieve collective success.

Knowledge, Skills, And Abilities

• Certifications & Experience: CFP® strongly preferred. Minimum 5 years of financial planning experience and prior management experience ideal.
• Technical Proficiency: Strong knowledge of eMoney; proficiency in Salesforce, Microsoft Office Suite, Microsoft Teams/Zoom, PowerBI.
• Leadership & Communication: Exceptional orchestration skills; outstanding written and verbal communication abilities.
• Problem-Solving & Ownership: Proactive problem solver with high ownership; adept at risk identification and mitigation.
• Adaptability: Thrives in a fast-paced, dynamic environment; capable of strategic thinking and execution.
• Education: Bachelor’s degree from an accredited institution required.

Work Schedule: Daytime and evening hours as needed.

Working Conditions: Professional office environment. Working inside. Standing and sitting.

Application Deadline

The initial deadline for applications is 09/05/2026. Applications submitted after this date may still be considered on a rolling basis until the position/program is filled. We encourage all interested candidates to apply as early as possible. If a final decision has not been made by the initial deadline, subsequent applications will be reviewed as they are received.

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.

Base Pay Range

$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

We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.

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.

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