SVP, Client Development Sales Revenue and Operations

Mercer Advisors; United States; On-site; USD 200,000 - 250,000; Full time

Job summary

An established industry player is seeking a Senior Vice President of Client Development Sales Revenue and Operations. This pivotal role involves maximizing the productivity of sales teams, enhancing conversion rates, and driving revenue growth. With a commitment to client-centric solutions, the SVP will leverage technology and data analytics to optimize sales strategies and ensure high performance. Join a forward-thinking organization that values diversity and innovation, and be part of a team dedicated to making a meaningful impact on families' financial lives across the United States.

Benefits

Company Paid Life Insurance

Short-Term and Long-Term Disability Insurance

Health Savings Account (HSA)

Comprehensive Dental Plans

Vision Insurance

Generous Paid Time Off

401(k) Retirement Plan

Paid Parental Leave

Adoption Assistance

Company Paid Concierge Services

Qualifications

• 15+ years in sales with a focus on technology and relationship management.
• Proven success in developing and executing sales strategies.

Responsibilities

• Lead sales program and revenue management to achieve targets.
• Drive technology innovation and data oversight for sales effectiveness.

Skills

Sales Management

Data Analysis

Relationship Management

Strategic Planning

Presentation Skills

Education

Bachelor’s Degree in Business Administration

Advanced Degree (e.g., CFP, CFA)

Tools

CRM Software

Sales Performance Metrics Tools

Job description

SVP, Client Development Sales Revenue and Operations

Join to apply for the SVP, Client Development Sales Revenue and Operations role at Mercer Advisors

SVP, Client Development Sales Revenue and Operations

Join to apply for the SVP, Client Development Sales Revenue and Operations role at Mercer Advisors

Why Work at Mercer Advisors?

For nearly 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.*

Why Work at Mercer Advisors?

For nearly 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 methodology here.
  
  

Job Summary:

The Senior Vice President (SVP), Revenue and Operations is a senior leader at Mercer Advisors. They will partner with the Head of Client Development to maximize the productivity and effectiveness of our sales teams to achieve a 40% increase in year-over-year revenue targets. This position is accountable for enhancing conversion rates, pipeline velocity, and forecasting accuracy by 25%.

Essential Job Functions for this role include:

Sales Program and Revenue Management:

• Lead pipeline stage process adoption to increase sales pipeline velocity by 20%
• Drive an increase in prospect-to-client conversion rates at the proposal stage by 25%
• Accountable for enhancing the pipeline precision to achieve a 25% improvement in forecast accuracy.
• Develop advanced data modeling techniques to enhance our go-to-market strategy
• Build a model to automate revenue share fee modifications, reducing time spent by 25%.
  
  

Territory Design & Management:

• Lead territory design and optimization, resulting in a 20% increase in market coverage within the first year
• Oversee performance management framework for RVPs, including annual target setting
• Build capacity modeling to identify optimal times for establishing new territories
• Lead monthly business review to assess coverage, performance of individual markets, branches, and RVPs
• Foster a culture of continuous improvement and excellence within the sales organization through structured feedback loops.
  
  

Technology Innovation, Data Oversight, and Reporting:

• Create, monitor, and analyze sales performance metrics to drive 40% revenue growth year-over-year
• Collaborate with sales technology and enablement teams to drive outcomes that enhance sales effectiveness and capabilities including executive scorecards, pipeline reporting, and the evolution of our CRM
• Partner with technology teams to implement effective sales technology and drive 90 - 100% tool adoption
• Partner with product marketing to build out technology to support Regional Vice Presidents (RVPs) in the sales process and maintain a library of centralized resources
• Increase adoption of sales tools and improve speed of access to them by 50%
  
  

Sales Training & Development:

Design and implement periodic training and small group sessions to elevate sales team effectiveness

• Collaborate with sales leaders and tenured sales team members to draft and document sales playbooks across channel, direct, and community sales groups
• Organize program training, including development bootcamps for new RVPs and continued development for tenured RVPs as needed
• Train the sales team on key CRM and pipeline developments to maximize adoption and ensure data hygiene.
  
  

Leadership Success Factors:

• Client Focused. Puts clients at the heart of everything the organization does; for instance, they understand the needs of clients, create distinctive value, and build meaningful relationships with those clients
• Sales and Relationship Management Expertise. Experience and proven success in relationship management and sales functions. Proven ability to help develop a multi-pronged approach to successful sales strategies with success in executing against them to achieve short and long-term business objectives.
• Speed & Drive for Results. Ensure milestones are accomplished at a rapid pace; for instance, they evoke ownership and accountability, streamline processes and structure, and reallocate resources quickly and flexibly.
• Insights and Critical Thinking. Analytically minded, data-driven; able to see patterns in evolving landscape and make recommendations and create and execute plans to improve performance
• Lead Innovation. Encourages and leads change through collaboration. For instance, they scale and invest in new ideas, create environments that encourage experimentation, and make people feel safe to share their ideas freely.
• High Growth Environment. Demonstrated success in a high-growth, entrepreneurial environment. Energized by moving fast and aligning teams to continuously improve processes and results.
  
  

Knowledge, Skills, and Abilities:

• 15+ years of developing relationships with sales professionals with specialization building and leveraging technology to influence bottom line results
• A client centric sales leader with outstanding presentation and negotiation skills - ability to think dynamically, mentor, manage, listen, persuade, and develop mutually beneficial solutions
• Excellent interpersonal skills and ability to relate to people of all levels
• Bachelor’s degree in business administration or other applicable business discipline required; Advanced degree in industry (e.g. CFP, CFA) preferred
  
  

Work Schedule:

This professional role requires availability Monday through Friday, 8:00 AM – 5:00 PM with flexibility to work different hours to meet internal and external client needs. This role also requires flexibility to travel.

Working Conditions:

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

Benefits:

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.
• Two comprehensive Dental Plans
• 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.

Seniority level

• Seniority level

  Executive

Employment type

• Employment type

  Full-time

Job function

• Job function

  Sales and Business Development

• Industries

  Investment Management

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