Regional VP, Channel Sales – Wealth Management (Hybrid)

Mercer-Advisors; San Francisco (CA); Hybrid; USD 128,000 - 150,000; Full time

Benefits offered by this job

Health insurance

401(k) retirement plan

Paid time off

Job summary

Mercer Advisors seeks a Regional Vice President, Channel for the San Francisco Bay Area to build client relationships and drive sales momentum in a collaborative, client-focused environment.

You will manage the sales pipeline end-to-end, engage clients via Zoom or in person, and leverage cross‑functional resources to tailor solutions. A Series 65/66 or exemptions are required, with travel as needed.

Qualifications

• Bachelor’s degree preferred or equivalent experience.
• 5+ years of successful sales experience in financial services.
• Series 65 or Series 66 license required – unless exempt by state provisions.
• Experience using CRM systems (Salesforce preferred) and managing sales pipelines.
• Experience building relationships with and understanding the needs of potential clients.
• Self-motivated with a growth mindset and drive.
• Deep understanding of the financial services industry and investment management.
• Proficiency in MS Excel, Word, Outlook and PowerPoint.
• Flexibility to travel.

Responsibilities

• Engage with potential wealth management clients over Zoom, phone, and/or in person to understand their needs and share how Mercer can help.
• Draw on financial expertise and resources to create value for each client and present a tailored Mercer solution.
• Own your sales pipeline from start to finish, converting and nurturing potential clients to create a best-in-class experience.
• Act as a self-motivated leader within a fast-growing, high-visibility arm of the organization and leverage opportunities for personal growth.

Skills

Sales experience

CRM systems

Relationship building

Financial services knowledge

Time management

MS Excel

MS Word

MS Outlook

MS PowerPoint

Licensing: Series 65/66

Education

Bachelor’s degree or equivalent experience

Tools

Salesforce

Job description

Mercer Advisors seeks a Regional Vice President, Channel for the San Francisco Bay Area to build client relationships and drive sales momentum in a collaborative, client-focused environment.

You will manage the sales pipeline end-to-end, engage clients via Zoom or in person, and leverage cross‑functional resources to tailor solutions. A Series 65/66 or exemptions are required, with travel as needed.