Regional Vice President II

Mercer Advisors • Boston, MA

4d • $119,000 - $140,000

About The Position

The Regional Vice President builds relationships with prospective wealth management clients and helps them find solutions tailored to their needs, driving sales momentum in a collaborative, client-focused environment. The role engages potential clients through Zoom, phone, and/or in-person meetings; draws on financial expertise and organizational resources to present how Mercer Advisors can help clients achieve their goals; and owns the sales pipeline from initial engagement through conversion and ongoing nurturing. This is a self-motivated, high-visibility leadership role within a fast-growing part of the organization, with opportunities for personal growth.

The position requires availability Monday through Friday, 8 a.m. to 5 p.m. Early or late hours may sometimes be needed to meet business tasks and internal or external client needs. The work may take place in a professional office or a dedicated, interruption-free home office workspace. Basic technology needs will be provided. The role routinely involves sitting and standing for periods of time and requires flexibility to travel.

The base pay range before sales incentives is $119,000–$140,000 USD. The position is also eligible for incentive compensation, with significant potential earnings through sales commissions. Actual base pay depends on factors including geographic location, relevant experience, education, skills, and licenses or certifications.

Requirements

• Five or more years of successful sales experience in financial services.
• Series 65 or Series 66 license, unless holding a qualifying designation that provides an exemption to the Series 65 in applicable states: CFP®, ChFC, PFS, CFA, or CIC.
• Experience using CRM systems and managing sales pipelines.
• Experience building relationships with potential clients and understanding their needs.
• A self-motivated, highly coachable attitude, growth-oriented mindset, and drive.
• Deep understanding of the financial services industry and investment management.
• Passion for helping clients achieve their financial goals.
• Proven time-management and organizational skills in high-volume, high-energy environments.
• Strong computer aptitude and proficiency with MS Excel, Word, Outlook, and PowerPoint.
• Flexibility to travel.

Nice To Haves

• Bachelor’s degree or equivalent experience.
• CFP® (Certified Financial Planner) designation.
• Experience with Salesforce.

Responsibilities

• Engage potential wealth management clients over Zoom, phone, and/or in person to understand their needs and explain how Mercer Advisors can help.
• Use financial expertise and organizational resources to create value for each client and present a tailored view of how Mercer Advisors can help achieve their goals.
• Own the sales pipeline from start to finish, converting and nurturing potential clients while providing a best-in-class experience.
• Act as a self-motivated leader in a fast-growing, high-visibility part of the organization and leverage opportunities for personal growth.

Benefits

• Company-paid basic life and AD&D insurance.
• Company-paid short-term and long-term disability insurance.
• Supplemental life and AD&D, short-term disability, accident, critical illness, and hospital indemnity insurance.
• Three Cigna medical plan offerings, including two High Deductible Health Plans and a traditional co-pay plan.
• Kaiser medical plans in California.
• Health Savings Account with company contributions for employees enrolled in either HDHP medical plan.
• Two comprehensive dental plans.
• Vision insurance.
• Dependent Care Savings Account for child and dependent care.
• 14 company-paid holidays, including a full week off at Thanksgiving.
• Paid time off for vacation and sick days.
• Employee Assistance Plan.
• Family Medical Leave.
• Paid parental leave of eight weeks.
• Maternity benefits combining company-paid short-term disability, any supplemental short-term disability, and parental leave.
• Adoption Assistance Reimbursement Program.
• Company-paid concierge services for caregiving and other needs.
• 401(k) retirement plan with Traditional and Roth plans, per-pay-period match, and an after-tax option.
• Pet insurance.
• Personalized financial planning and guidance from Mercer Advisors professionals at preferred employee pricing.
• Incentive compensation, with sales commissions and significant earnings potential.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior