merceradvisors

Managing Director, Community Client Development

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At a Glance

Location
United States
Work Regime
remote
Experience
15+ years
Posted
2026-02-18T23:40:25-05:00

Key Requirements

Domain Knowledge

  • Finance

Benefits & Perks

Health Insurance

ensive Dental Plans Vision Insurance Plan Dependent Care Savings Account for

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

Compensation & Benefits

$170,000

$200,000 USD

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