RVP - Endowments & Foundations (Community)

Mercer Advisors

2d•$148,750 - $175,000

About The Position

The Regional Vice President – Endowments & Foundations (Community) will drive new business to the firm through strong relationships with strategic partners, businesses, organizations, endowments, and foundations. They will work closely with cross-functional teams internally to identify new opportunities, negotiate mutually beneficial agreements, develop processes for lead generation & intake, and successfully launch new initiatives within our sales infrastructure. The Regional Vice President must possess a unique skill set to succeed in this highly dynamic role. With a focus on relationship building, communication, and sales acumen, the role will play a vital part in driving new revenue and expanding the firm’s reach while ensuring a best‑in-class experience for every potential client.

Requirements

Strategic thinking and planning: ability to identify potential partnerships, evaluate their value, and develop a plan to establish and grow the partnership.
Relationship building: strong interpersonal skills; ability to build and maintain strong relationships with partners and internal teams.
Communication: excellent verbal and written communication skills; ability to clearly articulate the company’s value proposition and negotiate terms with partners.
Negotiation: strong negotiation skills; ability to effectively negotiate mutually beneficial agreements with partners.
Networking: extensive network in relevant industries; ability to make connections and build relationships with potential partners.
Market and industry knowledge: comprehensive understanding of market and industry trends; ability to identify new partnership opportunities.
Project management: ability to manage multiple partnerships and projects concurrently, ensuring successful execution and delivery.
Financial acumen: understanding of financial metrics; ability to evaluate the financial impact of partnerships and make data‑driven decisions.
Leadership: ability to lead cross‑functional teams and effectively manage stakeholders within the company and with partners.
Sales execution: proven ability to manage a high‑volume sales pipeline, convert and nurture prospects, and deliver a best‑in-class client experience.
Client engagement: experience conducting consultative conversations over Zoom, phone, and in person; strong listening and presentation skills.
Bachelor’s degree preferred or equivalent experience.
3+ years of successful sales experience in financial services.
Series 65 or Series 66 license (or qualifying exemption via CFP®, ChFC, PFS, CFA, or CIC where applicable).
Experience using CRM systems (Salesforce preferred) and managing sales pipelines.
Excellent communication, presentation, listening, and analytical skills.
Self‑motivated, highly coachable, and growth‑oriented mindset.
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 with proficiency in MS Excel, Word, Outlook, and PowerPoint.
Flexibility to travel as needed.

Responsibilities

Lead and make successful go‑to‑market partnerships with institutional referral partners beyond our custodial relationships.
Drive strong institutional partnerships in the Endowment & Foundation space through strategic relationships.
Drive the success of institutional partnerships with outside companies, including the management of qualified plan assets and making wealth management services available to company employees.
Directly contribute to success through sales conversations with prospective clients who are generated through these efforts.
Support the fast‑growing, dynamic sales team and collaborate to drive sales momentum within a client‑focused environment.
Own the sales pipeline from start to finish, converting and nurturing potential clients and ensuring a best‑in-class experience for every prospective client.
Assist in identifying and qualifying potential clients to ensure strong alignment with the firm’s services and that prospects are a good fit.
Engage with potential clients over Zoom, phone, and/or in person to understand their needs and clearly articulate how the firm can help.
Actively participate in professional growth, soliciting and incorporating feedback into sales conversations and participating in team trainings or activities.

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 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