Job Summary:

The Regional Vice President I (RVP I) builds strong relationships with internal stakeholders and prospective clients to help individuals and families identify the wealth management solutions that best meet their needs. This role drives sales momentum in a collaborative, client-focused environment by combining business development, consultative selling, community engagement, and disciplined pipeline management.

Essential Job Functions for this role include:

• Engage prospective wealth management clients by phone, video, and in person to understand their goals and introduce Mercer’s capabilities. Generate opportunities through advisor referrals, internal leads, help with estate distribution conversations, and other market-defined opportunities.
• Leverage financial services knowledge and internal resources to create meaningful value for prospective clients, present tailored solutions, and support new partner firms alongside existing Regional Vice Presidents as an additional resource.
• Own the sales pipeline from initial outreach through conversion and follow-up, delivering a best-in-class prospect experience. Execute pinpoint campaigns, targeted outreach, and business development efforts with centers of influence, local nonprofits, and Mercer for Your Company opportunities.
• Demonstrate initiative, professionalism, and a growth mindset within a fast-growing, high-visibility area of the business, while actively seeking opportunities for development and impact.
• Support local events through on-site execution, relationship building, and post-event outreach to prospects and attendees.
• Maintain strong data organization and operational discipline across systems and tools, including AIdentified, to support outreach effectiveness, prospect tracking, and pipeline visibility.

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, preferably Salesforce, and managing sales pipelines.
• Demonstrated success building relationships with prospective clients and understanding their needs.
• Self-motivated and highly coachable, with a growth-oriented mindset; willing, eager, unafraid, process-oriented, flexible, and a strong team player.
• Strong understanding of the financial services industry and investment management.
• Passion for helping clients achieve their financial goals.
• Proven time management, organizational, and follow-through skills in high-volume, fast-paced environments.
• Strong computer proficiency, including Microsoft Excel, Word, Outlook, and PowerPoint.
• Flexibility to travel as needed.

Work Schedule:

This professional role generally requires availability during standard business hours, Monday through Friday, 8:00 a.m. to 5:00 p.m. At times, earlier or later hours may be required to meet business needs, deadlines, and internal or external client demands.

All roles classified as non-exempt are required to record working time in the timekeeping system each workday, including start time, end time, and a 30-minute unpaid lunch period.

Working Conditions:

This position may be based in a professional office environment or a dedicated home office workspace free from interruptions. In either setting, basic technology needed to perform the role will be provided. The role routinely requires sitting and standing for extended periods of time.