Associate Vice President, Community - San Francisco, CA

Mercer Advisors•San Francisco, CA

12h•Hybrid

About The Position

The Community Associate Vice President (AVP) supports market-level Community growth by executing prospecting and community engagement activities, supporting events and follow-up, and partnering closely with the Lead Community RVP to expand advisor activities, partner firm support, and centers-of-influence (COI) development. This role is designed as a development pathway to a full Community RVP role and includes a clear trajectory toward carrying an individual target. 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.

Requirements

3+ years in business development, client service, financial services, relationship management, or comparable role.
Series 65 or Series 66 license or on track to achieve same unless candidate holds one of the following credentials: Certified Financial Planner™ (CFP®), Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA) or Chartered Investment Consultant (CIC).
Bachelor’s degree in Business, Marketing, or a related field.
Willing, eager, coachable, unafraid, process-oriented, flexible, and a strong team player.
Confident outreach skills (phone/email/in-person) with the ability to build trust and coordinate next steps.
Disciplined follow-up, documentation, and CRM/data hygiene.

Responsibilities

Prospecting & pipeline development focused on designated opportunity types, including: referrals from WP advisors; other WP-sourced leads; estate distribution conversations; and other lower-revenue opportunities (thresholds may vary by market).
Event support (in-market execution): act as “boots on the ground,” assist with logistics, and actively work the room to connect with prospects, COIs, and partner firm stakeholders.
Post-event outreach: own timely follow-up and outreach workflows after events (in alignment with agreed routing rules), reducing reliance on other teams for initial post-event contact.
Partner firm support: provide an extra set of hands to support new partner firms alongside the Lead Community RVP, including meeting coordination, follow-ups, and early-stage onboarding activities.
COI outreach support: conduct outreach to potential COIs and support meeting scheduling and follow-up in coordination with the Lead Community RVP.
Campaign execution: run pinpoint campaigns and targeted prospect outreach based on defined lists, themes, and market priorities.
Community engagement: explore and develop relationships with local nonprofits and local M4YC opportunities (as defined by market strategy).
Data hygiene & organization: maintain accurate data tracking and organization (including AIdentified), ensuring clean attribution, activity logging, and pipeline visibility.
Process discipline: follow documented workflows for lead routing, handoffs, and attribution; surface issues early and propose process improvements.

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