merceradvisors
Director, Client Relationship Expansion
At a Glance
- Location
- United States
- Work Regime
- remote
- Experience
- 7–12 years
- Posted
- 2026-04-28T13:01:45-04:00
Key Requirements
Required Skills
Domain Knowledge
- Education
Benefits & Perks
ensive Dental Plans Vision Insurance Plan Dependent Care Savings Account for
Requirements
Demonstrated credibility with HNW advisors and firm leadership — not an L&D or training generalist background.
Subject Matter Expertise: Strong working knowledge of share of wallet concepts, held-away asset dynamics, and the mechanics of relationship expansion conversations across opportunity types (outside assets, Account Bridge, excess cash, concentrated positions).
Comfortable leading sessions with experienced advisors, Managing Partners, and Relationship Managers without a script.
Platforms: Familiarity with eMoney, Salesforce-adjacent tools, and Aspen preferred.
Comfortable working with analytics, data and pipeline tracking tools.
At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs.
Compensation & Benefits
$191,250
—
$225,000 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
Responsibilities
The Director of Field Development is a senior field practitioner responsible for delivering Mercer Advisors' Client Relationship Expansion programs directly to advisors and Managing Partners across assigned markets.
This role takes primary ownership of advisor coaching, market activation, and Managing Partner engagement — allowing the Senior Director of Client Relationship Expansion to operate at the strategic level while the programs scale across all three divisions.
The Director leads full activation cycles independently, embeds in market leadership cadences, and carries the firm's Behavioral Architecture Framework into every advisor engagement.
Approximately 75% of this role is advisor-facing field delivery; 25% contributes to program design, messaging, and strategic initiative support.
Market Activation & Advisor Engagement
Lead full Relationship Expansion activation cycles in assigned markets — from initial Managing Partner partnership and practice diagnostic through advisor discovery, opportunity pipeline development, and close.