Managing Director, Channel Client Development (Western US Territory)

Mercer Advisors; United States; Remote; USD 150,000 - 250,000; Full time

Job summary

A prestigious firm, Mercer Advisors, seeks a Managing Director for Client Development to spearhead growth strategies and lead the sales team across the Western U.S. This senior role requires a strong background in financial services, extensive experience in mentoring professionals, and a commitment to client-centric solutions.

Benefits

Company Paid Basic Life & AD&D Insurance

401(k) Retirement Plan with company match

Paid Parental Leave

14 Company Paid Holidays

Generous paid time off program

Qualifications

• 15 years of experience in financial services.
• Track record of mentoring and managing professionals.
• Ability to create high-touch client experiences.

Responsibilities

• Develop and implement growth strategies with Client Development Leadership.
• Lead and mentor Regional Vice Presidents.
• Build and maintain high-value client relationships.

Skills

Client Focus

Negotiation

Mentorship

Sales Aptitude

Problem Solving

Project Management

Education

Series 65 or Series 66 or CFP certification

Tools

CRM systems (Salesforce preferred)

Job description

Remote, USA

Why Work at Mercer Advisors?

For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.*

Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible.

Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country.

* 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 methodologyhere .

The Managing Director, Client Development, will be responsible for playing a leading role in our organic growth strategy and for coaching and managing the Sales team in their assigned markets. This role is a face of Mercer Advisors in the markets and supports organic growth through the addition of new clients. The Managing Director, Client Development, is also expected to contribute to Mercer Advisors overall through active engagement in leadership committees, strategic initiatives, and corporate programs.

Essential Job Functions for this role include:

• Works with Client Development Leadership to help design and implement strategies that drive new client growth.
• Manages and leads Reginal Vice Presidents to ensure they are meeting and exceeding performance objectives & achieving their full potential.
• Directly engages in high value prospect opportunities and wholesaling opportunities (side by side with RVPs).
• Effectively coaches and mentors Regional Vice Presidents,assists in training new RVPs as they join the team.
• Improves RVPs productivity by sponsoring critical national initiatives to improve the sales process, marketing materials, technology and training beyond their own market.
• Acts as an Ambassador of Mercer Advisors and supports the sales team to foster positive partner and new client relationships by maintaining relationships with key members of partner teams.
• Ensures adherence to company performance standards as well as company policies and procedures.

Knowledge, Skills, and Abilities:

• At least 15 years of experience building relationships with and mentoring and managing financial services professionals, guiding teams to realize their potential, building culture, evaluating performance, recruiting, ensuring clear and consistent communication.
• Track record of success in helping sales professionals grow their practices in a client centric model; Creating an environment where high-touch client experience is the norm; escalating and dealing with issues when necessary.
• Experience communicating the benefits of a wealth management platform to potential clients and M&A partners; Telling the firm’s story when working with RVPs in the channels as well as in the M&A sales process.
• Negotiation experience that involves listening, persuading, and developing mutually beneficial solutions
• Excellent Client Focus and client-oriented position, but sales aptitude and experience are also highly desired
• Strong decision-making, judgement, problem-solving, analysis and project management skills
• Series 65 or Series 66 or CFP
• Experience using CRM systems (Salesforce preferred)
• Flexibility to travel 40% of the time.

Assigned Territory:Western U.S.

Work Schedule:

This professional role requires availability Monday through Friday, 8:00 AM – 5:00 PM.

Working Conditions:

Professional office environment, daytime hours, working inside, standing, and sitting, will be assigned to a workstation, no heavy lifting over 10 lbs.

Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:

• 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.
• 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

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

Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws. Mercer Advisors provides equal employment opportunity in all aspects of employment and employee relations, including recruitment, hiring, training and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and all other terms, conditions, and privileges of employment in accordance with applicable federal, state, and local laws.

If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here .

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