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.