Director, Client Development Proposal Strategy & Operations
for section headings like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Use - for any list of duties/requirements/benefits, and
for prose. Do NOT repeat the job title as a heading. Do NOT put Job ID / requisition numbers as headings. Preserve all substantive info. Remove boilerplate: cookie/navigation/legal/EEO/equal-opportunity/scam-warning, duplicated lines, application instructions. Also remove "Why Work at Mercer Advisors?" maybe considered boilerplate? It's a marketing intro but could be considered part of description. The instruction: remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. The "Why Work at Mercer Advisors?" is not exactly those categories but might be considered marketing fluff. However we need to preserve all substantive information. The "Why Work at Mercer Advisors?" includes description of company. That is substantive. We can keep it as prose under maybe "About the role" or similar. But we need to decide sections.
We have sections: Job Summary (describes role), Essential Job Functions (list), Knowledge, Skills, And Abilities (list), Technical Proficiency etc (list), Preferred Qualifications (list), Work Schedule, Working Conditions, Application Deadline, Base Pay Range, Benefits.
We need to map to allowed headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule.
We can combine: About the role = Job Summary + Why Work at Mercer Advisors? maybe.
Responsibilities = Essential Job Functions (list) plus maybe Operational Oversight etc.
Requirements = Knowledge, Skills, And Abilities (list) plus Education.
Qualifications = Preferred Qualifications (list) maybe.
Skills = Technical Proficiency etc? Could be separate but we have limited headings.
Benefits = Benefits section.
Pay = Base Pay Range.
Schedule = Work Schedule.
We must not create sections with filler like "commensurate with experience". We have actual content.
We must not include application instructions (deadline, how to apply). Remove Application Deadline lines. Also remove "We are not accepting unsolicited resumes..." etc. Also remove EEO statements.
We must preserve all substantive info: company description, role summary, essential functions, knowledge/skills/abilities, technical proficiency, leadership/communication, problem-solving, adaptability, education, preferred qualifications, work schedule, working conditions, base pay range, benefits.
We need to format using
headings, - for lists,
for prose.
We must not include markdown fences.
Let's craft.
First, maybe start with
About the role
then containing the "Why Work at Mercer Advisors?" paragraph and Job Summary.
But we need to avoid duplication. Let's extract substantive prose:
"Why Work at Mercer Advisors? For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households. Today, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.* Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are. Join us and help families amplify and simplify their financial lives with confidence. 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."
That's a lot but we keep.
Then Job Summary paragraph: "Mercer Advisors is looking for an exceptional operator to lead our Proposals program — the team responsible for designing, building, and continuously improving the financial planning proposals that drive new client acquisition. This is a high-visibility role at the intersection of operational strategy, process design, and field enablement. The right person for this role is a strategic thinker who can look at a complex, high-volume process and see exactly where the inefficiencies are hiding. You'll lead a dedicated team, own the full program roadmap, and serve as the subject matter expert on proposal strategy, capacity, and quality for the entire Client Development organization. If you have a Six Sigma background, a passion for process excellence, and the ability to inspire a team while simultaneously rolling up your sleeves, we want to hear from you."
We can combine into one
maybe two paragraphs.
Next Responsibilities: list of Essential Job Functions (multiple bullet points). Also includes sub-bullets like Operational Oversight etc. We'll treat each line as
- . Need to preserve all.
Let's extract list items:
- Own the Proposals program end-to-end — from strategy and roadmap to day-to-day execution and continuous optimization
- Lead and develop the Client Development financial planning team, setting a high standard for quality, speed, and responsiveness
- Conduct a rigorous assessment of the current proposals process — mapping workflows, identifying bottlenecks, and designing a future state that drives efficiency and improves advisor experience
- Build and manage a capacity model for the proposals function — ensuring the team is appropriately resourced for current volume and can scale with the business
- Define, track, and report on program success metrics — including turnaround time, win rates, revision rates, and team productivity
- Partner with field leadership to understand evolving proposal needs and translate those needs into program improvements
- Collaborate with Enablement to ensure advisors and RVPs are trained and equipped on the latest proposal tools and standards
- Lead the testing and rollout of new proposal tools, templates, and technologies — including AI-assisted drafting and automation
- Manage stakeholder relationships across field leadership, technology, and finance — keeping all parties aligned on program status and priorities
- Operational Oversight: Manage planner capacity, workflow, and deadlines; create strategic plans to absorb future growth and increased demand for prospect proposals.
- Individual Contribution: Serve as a CFP® practitioner, producing prospect financial plans to support client acquisition.
- Performance Management: Motivate and lead the team, ensuring accountability, full capacity utilization, and high-quality output. Develop KPIs, KPI tracking, financial modeling and KPI reporting. Responsibilities involve strategy development, execution and reporting to senior management on sales driven financial outcomes. Prepare accurate financial reports and performance dashboards for management.
- Drive long-term strategy: Design and implement process enhancements to unlock capacity, improve efficiency, and support process improvement. Identify and implement efficiencies in automation and quality delivery of our sales process.
We can keep as list items.
Next Knowledge, Skills, And Abilities list:
- 8–10 years of experience in operations, process improvement, or program management — ideally within financial services or a high-volume professional services environment
- Six Sigma certification (Green Belt or Black Belt) strongly preferred — you speak the language of process excellence and know how to apply it in a fast-moving organization
- Demonstrated experience with capacity modeling and resource planning — you've designed staffing models and can articulate the tradeoffs clearly to leadership
- Strong operational strategy background — you can think at the level of "how should this function be designed" and then execute the vision at the ground level
- Experience leading a team of direct reports — you coach, develop, and hold your team accountable with care and consistency
- Data-driven decision-maker — you don't rely on intuition alone; you measure what matters and use data to drive change
- Comfortable with ambiguity and comfortable building from scratch — this program is growing, and you'll help define what great looks like
- Excellent communicator — you can translate operational complexity into clear narratives for field leaders, senior executives, and your own team
- Proficiency with project management tools, workflow automation platforms, and CRM/proposal systems
Then Technical Proficiency etc maybe part of Skills? But we have Skills heading. Could combine Technical Proficiency under Skills.
Technical Proficiency list:
- Strong knowledge of eMoney; proficiency in Salesforce, Microsoft Office Suite, Microsoft Teams/Zoom, PowerBI.
Leadership & Communication list:
- Exceptional orchestration skills; outstanding written and verbal communication abilities.
Problem-Solving & Ownership list:
- Proactive problem solver with high ownership; adept at risk identification and mitigation.
Adaptability list:
- Thrives in a fast-paced, dynamic environment; capable of strategic thinking and execution.
Education:
- Bachelor’s degree from an accredited institution required.
Preferred Qualifications list:
- Familiarity with wealth management proposals, financial planning processes, or similar client-facing financial documents
- Experience implementing or optimizing AI tools within an operational function
- Track record of reducing cycle time and improving quality simultaneously in a high-volume environment
Work Schedule: "Daytime and evening hours as needed."
Working Conditions: "Professional office environment. Working inside. Standing and sitting."
Base Pay Range: "$170,000 - $200,000 USD"
Benefits list: many items.
We need to output only HTML fragment.
We must not include application instructions, EEO, etc.
We'll create sections:
About the role
Why Work at Mercer Advisors? ... (the paragraph)
Job Summary: ...
Responsibilities
- ... each item
Requirements
- ... Knowledge, Skills, And Abilities items
Maybe also include Education under Requirements? Could add as - Bachelor’s degree from an accredited institution required.
Qualifications
- ... Preferred Qualifications items
Skills
- ... Technical Proficiency, Leadership & Communication, Problem-Solving & Ownership, Adaptability items
Benefits
- ... Benefits items
Pay
$170,000 - $200,000 USD
Schedule
Daytime and evening hours as needed.
We might also include Working Conditions maybe under Schedule? But we have only Schedule heading allowed. Could add Working Conditions as part of Schedule paragraph? But we should preserve it. Could add another paragraph under Schedule: "Professional office environment. Working inside. Standing and sitting."
But we must not create extra headings not allowed. We can add a under Schedule heading for working conditions.
Now ensure we removed boilerplate: removed "Application Deadline", "We are not accepting unsolicited resumes", EEO statements, etc.
Check for any duplicated lines: we have not duplicated.
Now produce HTML.
Let's craft the About the role paragraph: combine the why work and job summary maybe two
elements.
We'll output:
About the role
Why Work at Mercer Advisors? For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households. Today, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #
for prose. Do NOT repeat the job title as a heading. Do NOT put Job ID / requisition numbers as headings. Preserve all substantive info. Remove boilerplate: cookie/navigation/legal/EEO/equal-opportunity/scam-warning, duplicated lines, application instructions. Also remove "Why Work at Mercer Advisors?" maybe considered boilerplate? It's a marketing intro but could be considered part of description. The instruction: remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. The "Why Work at Mercer Advisors?" is not exactly those categories but might be considered marketing fluff. However we need to preserve all substantive information. The "Why Work at Mercer Advisors?" includes description of company. That is substantive. We can keep it as prose under maybe "About the role" or similar. But we need to decide sections. We have sections: Job Summary (describes role), Essential Job Functions (list), Knowledge, Skills, And Abilities (list), Technical Proficiency etc (list), Preferred Qualifications (list), Work Schedule, Working Conditions, Application Deadline, Base Pay Range, Benefits. We need to map to allowed headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We can combine: About the role = Job Summary + Why Work at Mercer Advisors? maybe. Responsibilities = Essential Job Functions (list) plus maybe Operational Oversight etc. Requirements = Knowledge, Skills, And Abilities (list) plus Education. Qualifications = Preferred Qualifications (list) maybe. Skills = Technical Proficiency etc? Could be separate but we have limited headings. Benefits = Benefits section. Pay = Base Pay Range. Schedule = Work Schedule. We must not create sections with filler like "commensurate with experience". We have actual content. We must not include application instructions (deadline, how to apply). Remove Application Deadline lines. Also remove "We are not accepting unsolicited resumes..." etc. Also remove EEO statements. We must preserve all substantive info: company description, role summary, essential functions, knowledge/skills/abilities, technical proficiency, leadership/communication, problem-solving, adaptability, education, preferred qualifications, work schedule, working conditions, base pay range, benefits. We need to format using
headings, - for lists,
for prose.
We must not include markdown fences.
Let's craft.
First, maybe start with
About the role
then containing the "Why Work at Mercer Advisors?" paragraph and Job Summary.
But we need to avoid duplication. Let's extract substantive prose:
"Why Work at Mercer Advisors? For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households. Today, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.* Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are. Join us and help families amplify and simplify their financial lives with confidence. 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."
That's a lot but we keep.
Then Job Summary paragraph: "Mercer Advisors is looking for an exceptional operator to lead our Proposals program — the team responsible for designing, building, and continuously improving the financial planning proposals that drive new client acquisition. This is a high-visibility role at the intersection of operational strategy, process design, and field enablement. The right person for this role is a strategic thinker who can look at a complex, high-volume process and see exactly where the inefficiencies are hiding. You'll lead a dedicated team, own the full program roadmap, and serve as the subject matter expert on proposal strategy, capacity, and quality for the entire Client Development organization. If you have a Six Sigma background, a passion for process excellence, and the ability to inspire a team while simultaneously rolling up your sleeves, we want to hear from you."
We can combine into one
maybe two paragraphs.
Next Responsibilities: list of Essential Job Functions (multiple bullet points). Also includes sub-bullets like Operational Oversight etc. We'll treat each line as
- . Need to preserve all.
Let's extract list items:
- Own the Proposals program end-to-end — from strategy and roadmap to day-to-day execution and continuous optimization
- Lead and develop the Client Development financial planning team, setting a high standard for quality, speed, and responsiveness
- Conduct a rigorous assessment of the current proposals process — mapping workflows, identifying bottlenecks, and designing a future state that drives efficiency and improves advisor experience
- Build and manage a capacity model for the proposals function — ensuring the team is appropriately resourced for current volume and can scale with the business
- Define, track, and report on program success metrics — including turnaround time, win rates, revision rates, and team productivity
- Partner with field leadership to understand evolving proposal needs and translate those needs into program improvements
- Collaborate with Enablement to ensure advisors and RVPs are trained and equipped on the latest proposal tools and standards
- Lead the testing and rollout of new proposal tools, templates, and technologies — including AI-assisted drafting and automation
- Manage stakeholder relationships across field leadership, technology, and finance — keeping all parties aligned on program status and priorities
- Operational Oversight: Manage planner capacity, workflow, and deadlines; create strategic plans to absorb future growth and increased demand for prospect proposals.
- Individual Contribution: Serve as a CFP® practitioner, producing prospect financial plans to support client acquisition.
- Performance Management: Motivate and lead the team, ensuring accountability, full capacity utilization, and high-quality output. Develop KPIs, KPI tracking, financial modeling and KPI reporting. Responsibilities involve strategy development, execution and reporting to senior management on sales driven financial outcomes. Prepare accurate financial reports and performance dashboards for management.
- Drive long-term strategy: Design and implement process enhancements to unlock capacity, improve efficiency, and support process improvement. Identify and implement efficiencies in automation and quality delivery of our sales process.
We can keep as list items.
Next Knowledge, Skills, And Abilities list:
- 8–10 years of experience in operations, process improvement, or program management — ideally within financial services or a high-volume professional services environment
- Six Sigma certification (Green Belt or Black Belt) strongly preferred — you speak the language of process excellence and know how to apply it in a fast-moving organization
- Demonstrated experience with capacity modeling and resource planning — you've designed staffing models and can articulate the tradeoffs clearly to leadership
- Strong operational strategy background — you can think at the level of "how should this function be designed" and then execute the vision at the ground level
- Experience leading a team of direct reports — you coach, develop, and hold your team accountable with care and consistency
- Data-driven decision-maker — you don't rely on intuition alone; you measure what matters and use data to drive change
- Comfortable with ambiguity and comfortable building from scratch — this program is growing, and you'll help define what great looks like
- Excellent communicator — you can translate operational complexity into clear narratives for field leaders, senior executives, and your own team
- Proficiency with project management tools, workflow automation platforms, and CRM/proposal systems
Then Technical Proficiency etc maybe part of Skills? But we have Skills heading. Could combine Technical Proficiency under Skills.
Technical Proficiency list:
- Strong knowledge of eMoney; proficiency in Salesforce, Microsoft Office Suite, Microsoft Teams/Zoom, PowerBI.
Leadership & Communication list:
- Exceptional orchestration skills; outstanding written and verbal communication abilities.
Problem-Solving & Ownership list:
- Proactive problem solver with high ownership; adept at risk identification and mitigation.
Adaptability list:
- Thrives in a fast-paced, dynamic environment; capable of strategic thinking and execution.
Education:
- Bachelor’s degree from an accredited institution required.
Preferred Qualifications list:
- Familiarity with wealth management proposals, financial planning processes, or similar client-facing financial documents
- Experience implementing or optimizing AI tools within an operational function
- Track record of reducing cycle time and improving quality simultaneously in a high-volume environment
Work Schedule: "Daytime and evening hours as needed."
Working Conditions: "Professional office environment. Working inside. Standing and sitting."
Base Pay Range: "$170,000 - $200,000 USD"
Benefits list: many items.
We need to output only HTML fragment.
We must not include application instructions, EEO, etc.
We'll create sections:
About the role
Why Work at Mercer Advisors? ... (the paragraph)
Job Summary: ...
Responsibilities
- ... each item
Requirements
- ... Knowledge, Skills, And Abilities items
Maybe also include Education under Requirements? Could add as - Bachelor’s degree from an accredited institution required.
Qualifications
- ... Preferred Qualifications items
Skills
- ... Technical Proficiency, Leadership & Communication, Problem-Solving & Ownership, Adaptability items
Benefits
- ... Benefits items
Pay
$170,000 - $200,000 USD
Schedule
Daytime and evening hours as needed.
We might also include Working Conditions maybe under Schedule? But we have only Schedule heading allowed. Could add Working Conditions as part of Schedule paragraph? But we should preserve it. Could add another paragraph under Schedule: "Professional office environment. Working inside. Standing and sitting."
But we must not create extra headings not allowed. We can add a under Schedule heading for working conditions.
Now ensure we removed boilerplate: removed "Application Deadline", "We are not accepting unsolicited resumes", EEO statements, etc.
Check for any duplicated lines: we have not duplicated.
Now produce HTML.
Let's craft the About the role paragraph: combine the why work and job summary maybe two
elements.
We'll output:
About the role
Why Work at Mercer Advisors? For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households. Today, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #
for prose. We must not include markdown fences. Let's craft. First, maybe start with
About the role
thencontaining the "Why Work at Mercer Advisors?" paragraph and Job Summary. But we need to avoid duplication. Let's extract substantive prose: "Why Work at Mercer Advisors? For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households. Today, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.* Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are. Join us and help families amplify and simplify their financial lives with confidence. 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." That's a lot but we keep. Then Job Summary paragraph: "Mercer Advisors is looking for an exceptional operator to lead our Proposals program — the team responsible for designing, building, and continuously improving the financial planning proposals that drive new client acquisition. This is a high-visibility role at the intersection of operational strategy, process design, and field enablement. The right person for this role is a strategic thinker who can look at a complex, high-volume process and see exactly where the inefficiencies are hiding. You'll lead a dedicated team, own the full program roadmap, and serve as the subject matter expert on proposal strategy, capacity, and quality for the entire Client Development organization. If you have a Six Sigma background, a passion for process excellence, and the ability to inspire a team while simultaneously rolling up your sleeves, we want to hear from you." We can combine into one
maybe two paragraphs. Next Responsibilities: list of Essential Job Functions (multiple bullet points). Also includes sub-bullets like Operational Oversight etc. We'll treat each line as
About the role
Why Work at Mercer Advisors? ... (the paragraph)
Job Summary: ...
Responsibilities
- ... each item
Requirements
- ... Knowledge, Skills, And Abilities items
Qualifications
- ... Preferred Qualifications items
Skills
- ... Technical Proficiency, Leadership & Communication, Problem-Solving & Ownership, Adaptability items
Benefits
- ... Benefits items
Pay
$170,000 - $200,000 USD
Schedule
Daytime and evening hours as needed.
We might also include Working Conditions maybe under Schedule? But we have only Schedule heading allowed. Could add Working Conditions as part of Schedule paragraph? But we should preserve it. Could add another paragraph under Schedule: "Professional office environment. Working inside. Standing and sitting." But we must not create extra headings not allowed. We can add aunder Schedule heading for working conditions. Now ensure we removed boilerplate: removed "Application Deadline", "We are not accepting unsolicited resumes", EEO statements, etc. Check for any duplicated lines: we have not duplicated. Now produce HTML. Let's craft the About the role paragraph: combine the why work and job summary maybe two
elements. We'll output:
About the role
Why Work at Mercer Advisors? For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households. Today, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #