Director, Direct Client Development

Mercer Advisors

14h•Hybrid

About The Position

For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives 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.

Requirements

Bachelor's degree or equivalent experience
5+ years financial services industry experience at a minimum; high-volume sales, relationship management, or client service experience preferred.
Minimum of 5 years of Sales team management strongly preferred.
Series 65 is required or the ability to obtain quickly.
Ability Influence and motivate.
Ability to provide effective performance coaching and feedback.
Excellent communication skills
Excellent verbal, written, analytical, and organizational skills.
Proficiency with MS Word, Excel, PowerPoint and Outlook
Proficiency with Salesforce
Experience working with high-level, busy professionals.
Enjoy leading and being part of a team.
Must be highly flexible and confidential with all matters.

Nice To Haves

Bachelor's degree from an accredited institution preferred (preferably Business, Economics, Accounting or Finance related)
CFP or CFA preferred
Experience with Digital Marketing Intelligence tools is a huge PLUS.
Client service background preferred.

Responsibilities

Responsible for providing leadership to the Direct Client Development team.
Motivate and encourage client development team members to ensure targets are met.
Review and analyze sales and operational records and reports.
Partner with the leadership team to create and execute a strategic sales plan that expands our client base.
Recruit sales team members, set objectives, train and coach them and monitor their performance.
Responsible for all levels of the Direct Sales team.
Overseeing the Associate Advisor Guides in driving leads through initiating telephone contact to identify, qualify, and develop sales opportunities.
Overseeing the VP, Advisor Guides to successfully convert those prospects into clients of the firm.
Develop, coordinate and execute lead generation programs, contact cadences, call campaigns, and strategies to acquire new prospects and clients.
Establish and drive individual and team goals based on department Key Performance Indicators.
Exhibit a high degree of energy and influence to ensure individual and team goal achievement through motivation, coaching, demonstrate-observe-confirm, teaching, etc.
Engage clients through inbound calls and follow-up outbound calls, e-mail and other approved media, when necessary.
Establish measurable KPIs, tracking techniques, and create an ROI analysis for each program.
Ability to engage and retain clients, build trusting relationships, and close sales with the highest degree of integrity and personal accountability.
Ability to probe to uncover client asset gathering opportunities and source new lead resources.
P & L responsibility for team. Setting lead generation goals, capacity planning and achieving budget.
Ensure high client service and satisfaction standards are met.
Other duties or tasks as assigned by management.

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