Director of Client Development - Financial Planning

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

Benefits offered by this job

Company Paid Life and Disability Insurance

401(k) Retirement Plan

Generous Paid Time Off

Pet Insurance

Health Savings Account (HSA)

Job summary

Merceradvisors seeks a Director of Financial Planning Operations to lead a team of Financial Planners in the United States. This pivotal role focuses on driving new client acquisition through exceptional operational management and process improvements.

The ideal candidate will hold CFP certification and possess at least 5 years of relevant experience. Key responsibilities include team development, performance management, and strategic planning to ensure the firm's future growth.

This position offers a competitive salary, comprehensive benefits, and opportunities for professional development.

Qualifications

• CFP certification preferred.
• Minimum 5 years of financial planning and management experience.
• Proven track record of team leadership and accountability.

Responsibilities

• Oversee a team of Financial Planners to drive client acquisition.
• Manage operational performance and develop strategic plans.
• Produce financial plans and performance reports.

Skills

Leadership skills

Communication abilities

Problem-solving

Adaptability

Technical proficiency in eMoney and Salesforce

Education

Bachelor’s degree from an accredited institution

Tools

eMoney

Salesforce

Microsoft Office Suite

PowerBI

Job description

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, 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.

Base Pay Range

$170,000 – $200,000 USD per year.

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.