- Страна
- США
- Зарплата
- 170 000 $ – 200 000 $
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на вакансии с ИИ
Managing Director, Community Client Development
Оценка ИИПрестижная позиция в компании №1 в рейтинге Barron’s с отличным пакетом льгот и гибким графиком. Высокая базовая зарплата дополняется бонусной программой, однако работа требует частых поездок и высокого уровня ответственности.
Сложность вакансии
Оценка ИИВысокий уровень сложности обусловлен требованием к опыту (более 15 лет), необходимостью наличия лицензий Series 65/66 или CFP, а также высокой долей командировок (40%). Роль подразумевает управление региональными вице-президентами и прямое участие в крупных сделках M&A.
Анализ зарплаты
Оценка ИИПредложенная базовая зарплата ($170k - $200k) находится в рамках рыночного медианного значения для позиций уровня Managing Director в сфере управления благосостоянием в США. Учитывая право на получение инсентив-компенсации (бонусов), совокупный доход может значительно превышать средние показатели по рынку.
Сопроводительное письмо
I am writing to express my strong interest in the Managing Director, Community Client Development position at Mercer Advisors. With over 15 years of experience in financial services leadership and a proven track record of mentoring high-performing sales teams, I am confident in my ability to drive organic growth and uphold the firm's reputation as a top-ranked national fiduciary. My background in managing Regional Vice Presidents and my deep understanding of the wealth management platform align perfectly with your goal of amplifying the financial lives of families across the country.
Throughout my career, I have excelled at creating client-centric environments and implementing strategic initiatives that improve productivity and sales processes. I am particularly drawn to Mercer Advisors' commitment to diversity and its innovative, flexible work model. I am eager to bring my expertise in negotiation, CRM systems like Salesforce, and my passion for coaching to your leadership team, helping to further expand your presence in key markets while maintaining the high-touch service quality that Barron’s has recognized.
Составьте идеальное письмо к вакансии с ИИ-агентом
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Присоединяйтесь к лидеру рынка RIA и возглавьте стратегию органического роста в Mercer Advisors!
Описание вакансии
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.
| The Managing Director, Client Development, will be responsible for playing a leading role in our organic growth strategy and for coaching and managing the Sales team in their assigned markets. This role is a face of Mercer Advisors in the markets and supports organic growth through the addition of new clients. The Managing Director, Client Development, is also expected to contribute to Mercer Advisors overall through active engagement in leadership committees, strategic initiatives, and corporate programs. |
| Essential Job Functions for this role include: |
| 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. |
| Knowledge, Skills, and Abilities: |
| 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. |
| Work Schedule: |
| This professional role requires availability Monday through Friday, 8:00 AM – 5:00 PM. |
| Working Conditions: |
| Professional office environment, daytime hours, working inside, standing, and sitting, will be assigned to a workstation. |
Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors’ incentive compensation programs.
Base Pay Range
$170,000—$200,000 USD
Benefits:
Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:
- 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 Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
- Kaiser Medical plans available in California
- Health Savings Account (HSA) with company contributions 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 including 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 (8 weeks)
- Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 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 as well as an after-tax option
- Pet Insurance
We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.
Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.
If you need an accommodation during the application or hiring process, please email PeopleTeam@merceradvisors.com. *This inbox is for accommodation requests only.*
For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights.
If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here.
Создайте идеальное резюме с помощью ИИ-агента
Навыки
- Salesforce
- Financial Planning
- Investment Management
- Wealth Management
- Negotiation
- Project Management
- CRM
- Mentoring
- Business Development
Возможные вопросы на собеседовании
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Опишите ваш подход к коучингу региональных вице-президентов: как вы помогаете им достигать амбициозных целей по продажам, сохраняя при этом фокус на интересах клиента?
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Проверка навыков ведения переговоров и участия в процессах слияний и поглощений.
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Оценка умения работать с технологиями и данными для повышения эффективности.
Как вы используете CRM-системы (например, Salesforce) для анализа производительности команды и оптимизации воронки продаж?
Проверка соответствия фидуциарным стандартам компании.
Как вы балансируете между агрессивными целями по росту продаж и юридической обязанностью действовать исключительно в наилучших интересах клиента?
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- Страна
- США
- Зарплата
- 170 000 $ – 200 000 $