A family office for your family.

Managing Director – Community Client Development

Community ManagerCommunity ManagerFull TimeRemoteTeam 501-1,000Since 1985H1B No SponsorCompany Site LinkedIn

Location

United States

Posted

100 days ago

Salary

Not specified

Bachelor Degree15 yrs expEnglish

Job Description

• Works with Client Development Leadership to help design and implement strategies that drive new client growth. • Manages and leads Reginal Vice Presidents to ensure they are meeting and exceeding performance objectives & achieving their full potential. • Directly engages in high value prospect opportunities and wholesaling opportunities (side by side with RVPs). • Effectively coaches and mentors Regional Vice Presidents, assists in training new RVPs as they join the team. • Improves RVPs productivity by sponsoring critical national initiatives to improve the sales process, marketing materials, technology, and training beyond their own market. • Acts as an Ambassador of Mercer Advisors and supports the sales team to foster positive partner and new client relationships by maintaining relationships with key members of partner teams. • Ensures adherence to company performance standards as well as company policies and procedures.

Job Requirements

Bachelor’s degree.
At least 15 years of experience building relationships with and mentoring and managing financial services professionals, guiding teams to realize their potential, building culture, evaluating performance, recruiting, ensuring clear and consistent communication.
Track record of success in helping sales professionals grow their practices in a client centric model; Creating an environment where high-touch client experience is the norm; escalating and dealing with issues when necessary.
Experience communicating the benefits of a wealth management platform to potential clients and M&A partners; Telling the firm’s story when working with RVPs in the channels as well as in the M&A sales process.
Negotiation experience that involves listening, persuading, and developing mutually beneficial solutions
Excellent Client Focus and client-oriented position, but sales aptitude and experience are also highly desired
Strong decision-making, judgement, problem-solving, analysis and project management skills
Series 65 or Series 66 or CFP
Experience using CRM systems (Salesforce preferred)
Flexibility to travel 40% of the time.

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