Associate Vice President, Community (Denver, CO)

Mercer Advisors•Denver, CO

2d•Hybrid

About The Position

Mercer Advisors is seeking an Associate Vice President (AVP) of Community to support market-level growth through prospecting, community engagement, event support, and collaboration with the Lead Community RVP. This role is designed as a development pathway to a full Community RVP position, with a clear trajectory towards carrying an individual target. The company emphasizes a collaborative environment with no internal competition for leads, dollars, or clients, and provides mentorship from the Lead RVP. The AVP will have a defined growth path, expanding scope and autonomy over time, with clear formulas for splits and attribution. The role requires future readiness, with the AVP expected to carry an individual target within a year, supported by a defined plan and milestones. Mercer Advisors is a national fiduciary RIA firm with a strong commitment to diversity, with 50% of its employee base and client-facing team being women. They offer flexible working arrangements and have been recognized as the #1 RIA Firm in the nation by Barron's.

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

Execute prospecting and pipeline development for designated opportunity types, including referrals from WP advisors, other WP-sourced leads, estate distribution conversations, and lower-revenue opportunities.
Support in-market event execution by acting as "boots on the ground," assisting with logistics, and actively engaging with prospects, COIs, and partner firm stakeholders.
Own timely follow-up and outreach workflows after events, reducing reliance on other teams for initial post-event contact.
Provide support to new partner firms alongside the Lead Community RVP, including meeting coordination, follow-ups, and early-stage onboarding activities.
Conduct outreach to potential COIs and support meeting scheduling and follow-up in coordination with the Lead Community RVP.
Execute pinpoint campaigns and targeted prospect outreach based on defined lists, themes, and market priorities.
Explore and develop relationships with local nonprofits and local M4YC opportunities as defined by market strategy.
Maintain accurate data tracking and organization, ensuring clean attribution, activity logging, and pipeline visibility.
Follow documented workflows for lead routing, handoffs, and attribution; surface issues early and propose process improvements.
Build consistent activity cadence, run campaigns, support events end-to-end, maintain clean data and reporting, demonstrate effective outreach, and execute partner firm support with high reliability.
Progress toward independently managing a book of business and carrying an individual target within a 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)
Adoption Assistance Reimbursement Program
Company Paid Concierge Services for you and your loved ones
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