Director of Field Development, Client Relationship Expansion

Mercer Advisors

21h•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. The Director of Field Development is a senior field practitioner responsible for delivering Mercer Advisors' Client Relationship Expansion programs directly to advisors and Managing Partners across assigned markets. This role takes primary ownership of advisor coaching, market activation, and Managing Partner engagement — allowing the Senior Director of Client Relationship Expansion to operate at the strategic level while the programs scale across all three divisions. The Director leads full activation cycles independently, embeds in market leadership cadences, and carries the firm's Behavioral Architecture Framework into every advisor engagement. Approximately 75% of this role is advisor-facing field delivery; 25% contributes to program design, messaging, and strategic initiative support.

Requirements

7–12 years in wealth management, advisor coaching, field enablement, or an advisor-facing consulting role.
Prior experience leading coaching programs or structured advisor development initiatives strongly preferred.
CFP® or equivalent professional credential preferred.
Demonstrated credibility with HNW advisors and firm leadership — not an L&D or training generalist background.
Strong working knowledge of share of wallet concepts, held-away asset dynamics, and the mechanics of relationship expansion conversations across opportunity types (outside assets, Account Bridge, excess cash, concentrated positions).
Exceptional verbal communication and facilitation skills.
Comfortable leading sessions with experienced advisors, Managing Partners, and Relationship Managers without a script.
Familiarity with eMoney, Salesforce-adjacent tools, and Aspen preferred.
Comfortable working with analytics, data and pipeline tracking tools.
Thrives in a fast-paced, field-facing role.
Able to move between strategic program contributions and direct advisor delivery without losing effectiveness in either.
Ability and willingness to travel to field markets as required for market activation engagements.
Bachelor's degree from an accredited institution required.

Responsibilities

Lead full Relationship Expansion activation cycles in assigned markets — from initial Managing Partner partnership and practice diagnostic through advisor discovery, opportunity pipeline development, and close.
Serve as the primary field presence for multiple offerings within the Relationship Expansion program portfolio: examples include, Workshops (group format), Direct Opportunity Support (advisor self-initiated), and 1:1 and Small Group Activation Coaching (MP-nominated cohorts).
Collaborate with the Senior Director on Market Plans, supporting market diagnostic and strategic planning conversations with Managing Partners and Team Leaders.
Build and maintain direct working relationships with Managing Partners and Relationship Managers; embed in their team operating cadences without requiring Senior Director presence.
Deliver 1:1 coaching sessions, group education sessions, and office hours across active markets; build advisor confidence and held-away conversation habits through repeated, structured engagement.
Apply the firm's Behavioral Architecture Framework — the behavioral standard underlying The Mercer Way — in every coaching engagement, translating program content into practical advisor action.
Coach advisors on share of wallet dynamics, held-away asset conversations, and opportunity-specific language, including Outside Assets, Account Bridge, Excess Cash, and Concentrated Positions opportunity types.
Track individual advisor progress and surface patterns in confidence, objection handling, and pipeline conversion to inform program iteration.
Contribute to program design, coaching module development, and field messaging — bringing direct field observation back to the Senior Director and Program Manager to sharpen materials and approach.
Participate in pipeline review cadences with Managing Partners on a weekly basis; provide market-level engagement reporting to the Senior Director.
Identify friction points in advisor activation and recommend process or content improvements to the program team.
Support onboarding of M&A-integrated advisors into the Relationship Expansion programs and The Mercer Way behavioral framework.

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