Wealth Management Sales Director

Marsh McLennan • Phoenix, NY

7h • $119,000 - $237,500 • Hybrid

About The Position

We are seeking a talented individual to join our Wealth Management team at Mercer, a Marsh business. This role can be based in several locations, but East Coast preferred. This is a hybrid role that has a requirement of working at least three days a week in the office. The Wealth Management Sales Director will play a crucial role in driving revenue growth, developing sales strategies, and ensuring the delivery of exceptional client service. Your leadership and expertise will be instrumental in achieving business objectives and maintaining strong relationships with clients and stakeholders We will count on you to: Develop and execute strategic sales plans to achieve revenue targets and drive business growth within the wealth management division. Collaborate with senior management and other key stakeholders to define sales strategies, identify market opportunities, and develop innovative approaches to expand the client base. Build and maintain strong relationships with key clients, prospects, and industry influencers, leveraging these relationships to generate new business and enhance the organization's reputation. Stay updated on industry trends, market developments, and regulatory changes affecting the wealth management industry, and incorporate this knowledge into sales strategies and client interactions. Work closely with internal teams, to ensure seamless coordination and delivery of wealth management solutions to clients. Monitor and analyze sales performance, pipeline management, and market trends, providing regular reports and insights to senior management. Contribute to identifying and advancing strategic growth opportunities supporting Mercer’s wealth management expansion. Collaborate with marketing and communications teams to develop and execute targeted marketing

Requirements

• Bachelor's degree in finance, business administration, or a related field.
• Proven track record of success in sales leadership roles within the wealth management or financial services industry.
• In-depth knowledge of wealth management products, investment strategies, and financial markets, including alternative investments, model portfolios, and RIA aggregators
• Strong understanding of SEC-regulated products with ability to navigate regulatory complexities and advocate for business and client needs
• Excellent communication and presentation skills, with the ability to articulate complex financial concepts to clients and stakeholders.
• Strategic mindset, with the ability to develop and execute sales strategies that align with business objectives.
• Series 7 and 63 license

Nice To Haves

• A master's degree or professional certifications (e.g., CFA, CFP) are advantageous.
• Proven experience driving new business in the wealth management sector.
• Alternative investments experience and knowledge

Responsibilities

• Develop and execute strategic sales plans to achieve revenue targets and drive business growth within the wealth management division.
• Collaborate with senior management and other key stakeholders to define sales strategies, identify market opportunities, and develop innovative approaches to expand the client base.
• Build and maintain strong relationships with key clients, prospects, and industry influencers, leveraging these relationships to generate new business and enhance the organization's reputation.
• Stay updated on industry trends, market developments, and regulatory changes affecting the wealth management industry, and incorporate this knowledge into sales strategies and client interactions.
• Work closely with internal teams, to ensure seamless coordination and delivery of wealth management solutions to clients.
• Monitor and analyze sales performance, pipeline management, and market trends, providing regular reports and insights to senior management.
• Contribute to identifying and advancing strategic growth opportunities supporting Mercer’s wealth management expansion.
• Collaborate with marketing and communications teams to develop and execute targeted marketing

Benefits

• We help you be your best through professional development opportunities, interesting work and supportive leaders.
• We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities.
• Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.
• We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.

What This Job Offers

• Job Type: Full-time
• Career Level: Director
• Number of Employees: 5,001-10,000 employees