Managing Partner, Market Leader

Mercer Advisors•Seattle, WA

22h•$210,000 - $250,000•Hybrid

About The Position

Why Work at Mercer Advisors? For 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: This role leads and owns the Seattle market with entrepreneurial autonomy to set and execute a growth strategy, drive client retention across segments, build and develop a high-performing team and winning culture, and contribute as a key member of the firm’s 20-person national Managing Partner group. Serving as the face of the firm in the market, the Managing Partner is accountable for personal production, team success, and broader firm impact—contributing to strategic initiatives, cultivating future leaders, and advancing Mercer’s long-term growth objectives. This role is ideal for a seasoned advisor-leader who thrives at the intersection of client excellence, sales leadership, and talent development. The Managing Partner, Market Leader embodies the firm’s player/coach philosophy. This role combines hands-on client advisory and business development responsibilities with the leadership and development of a high-performing wealth management team. As both a producer and a people leader, the Managing Partner drives organic growth by acquiring new clients, deepening key relationships, and coaching advisors to deliver an exceptional client experience.

Requirements

Bachelor's degree from an accredited institution (preferably Business, Economics, Accounting or Finance related), Master’s degree a plus
15+ years of job-related experience
Certified Financial Planner (CFP) designation required.
In lieu of the CFP, the following certifications may be acceptable: Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA), Chartered Investment Consultant (CIC).
Series 65 required, unless any of the above designations qualify for an exemption in the applicable state(s)
Advanced knowledge of the industry, financial products, and financial planning concepts
Superior communication skills, with the ability to effectively present investment, finance, and tax planning solutions to clients
Advanced knowledge of the economic landscape/general understanding of impact on the Firm and clients
Experience utilizing financial planning software
Strong core understanding of our investments and ISG, along with the ability to perform asset allocation and analysis for portfolio reviews
Comprehensive understanding of compliance requirements
Ability to travel up to 20% as required for client meetings, company training, etc.

Nice To Haves

Expert at collaboration and willing to help others
Sales aptitude and experience is preferred
An entrepreneurial spirit and growth-mindset, with a positive attitude that contributes to a positive work environment

Responsibilities

Design and execute on growth strategies that drive sustainable new-client acquisition with a client-centric advisory model – including identifying new sales opportunities, expanding referral pipelines, and building scalable growth mechanisms that align with the firm’s strategy.
Organize and mentor Wealth Management team in the region, including regularly scheduled regional meetings, office meetings, or meetings by role.
Work side by side with advisor team members to deliver client outcomes and provide feedback, coaching and leadership to ensure strong client satisfaction and retention.
Attract, develop, and retain top talent by building a high-performance team culture that enables individual growth and long-term market success.
Collaborate with dedicated client development professionals to lead the buildout of the market through custodial referral channels, centers of influence, events, and marketing strategies.
Ensure adherence to compliance and regulatory policies as well as company standards of client care.
Help identify and lead the cultural integration of acquired wealth management practices.
Act as a fiduciary, placing client interests and outcomes first.
Manage region for efficient utilization of resources, staffing, operating margins and workflows.

Benefits

Medical, dental, and vision coverage
Life insurance
401(k) contributions
Health Savings Account (HSA)
Short- and long-term disability
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