- Страна
- США
- Зарплата
- 100 000 $ – 150 000 $
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на вакансии с ИИ
Regional Vice President
Оценка ИИПрестижная компания с первым местом в рейтинге Barron’s, отличный пакет льгот (включая 14 праздничных дней и оплачиваемый отпуск по уходу за ребенком) и полностью удаленный формат работы. Прозрачная структура вознаграждения с базовым окладом и бонусами.
Сложность вакансии
Оценка ИИРоль требует высокого уровня ответственности, наличия специфических лицензий (Series 65/66) и подтвержденного опыта продаж в финансовом секторе от 5 лет. Высокая конкуренция за место в компании №1 в рейтинге RIA добавляет сложности при отборе.
Анализ зарплаты
Оценка ИИПредлагаемый диапазон $100,000 – $150,000 является конкурентоспособным для базовой части зарплаты RVP в США, особенно с учетом возможности получения дополнительных бонусов. Это соответствует рыночным медианам для опытных специалистов по развитию клиентов в сфере Wealth Management.
Сопроводительное письмо
I am writing to express my strong interest in the Regional Vice President position at Mercer Advisors. With over five years of successful sales experience in the financial services industry and a deep understanding of wealth management solutions, I am confident in my ability to drive sales momentum and deliver exceptional value to your clients. My background in managing complex sales pipelines and my commitment to a client-first fiduciary approach align perfectly with Mercer Advisors' reputation as the #1 RIA firm in the nation.
Throughout my career, I have demonstrated a self-motivated and growth-oriented mindset, consistently exceeding targets while maintaining a high level of service quality. I am particularly drawn to Mercer’s integrated approach to financial planning and its dedication to diversity and flexible work arrangements. I am eager to leverage my expertise in Salesforce and my Series 65/66 licensing to contribute to the continued success of your high-visibility client development team.
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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.
| Job Summary: |
| The Regional Vice President will build relationships with clients and help them find a wealth management solution for their needs, driving sales momentum within a collaborative, client-focused environment. |
| Essential Job Functions for this role include: |
| • Engage with potential wealth management clients over Zoom, phone, and/or in person to understand their needs and share how Mercer can help • Draw on financial expertise as well as resources across the organization to create distinct value for each client and present a tailored view of how Mercer can help achieve their goals • Own your sales pipeline from start to finish, converting and nurturing potential clients to create a best-in-class experience for every potential client • Act as a self-motivated leader within a fast-growing, high-visibility arm of the organization and leverage opportunities for personal growth |
| Requirements: |
| • Bachelor’s degree preferred or equivalent experience. • 5+ years of successful sales experience in financial services • Series 65 or Series 66 license required – unless you hold one of the following designations and it qualifies for an exemption to the series 65 in the applicable state(s): Certified Financial Planner™ (CFP®), Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA) or Chartered Investment Consultant (CIC). • CFP® (Certified Financial Planning) designation preferred. • Experience using CRM systems (Salesforce preferred) and managing sales pipelines • Experience building relationships with and understanding the needs of potential clients • Self-motivated, highly coachable attitude with a growth-oriented mindset and drive • Deep understanding of 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 |
| Work Schedule: |
| This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs. All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period. |
| Working Conditions: |
| This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. |
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
$100,000—$150,000 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.
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Навыки
- Salesforce
- Financial Planning
- Investment Management
- Wealth Management
- Sales
- Microsoft Excel
- Microsoft PowerPoint
- CRM
Возможные вопросы на собеседовании
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Опишите ваш процесс ведения потенциального клиента от первого контакта в Salesforce до закрытия сделки.
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Проверка мотивации и адаптивности.
Расскажите о случае, когда вам пришлось быстро адаптировать свою стратегию продаж под меняющиеся рыночные условия.
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- Страна
- США
- Зарплата
- 100 000 $ – 150 000 $