Director, Direct Client Development

About the role

Mercer Advisors is an independent fiduciary that integrates financial planning, investment management, business management, tax, estate, insurance, and more, serving over 31,300 families across 90+ cities. We are ranked #1 by Barron’s for two consecutive years and offer a diverse and inclusive workplace.

Responsibilities

• Partner with Client Development Leadership to design and execute strategies that drive new client growth.
• Lead, coach, and develop Regional Vice Presidents (RVPs), including onboarding and training, to drive strong performance, accountability, and long-term growth while reinforcing sales management best practices.
• Establish clear individual and team goals aligned with departmental objectives and drive consistent execution.
• Improve RVP productivity by sponsoring and leading initiatives related to sales process optimization, marketing materials, technology, and training.
• Demonstrate high energy and influence to motivate teams and drive sustained goal achievement.
• Ensure adherence to company performance standards, policies, and procedures while maintaining high client service and satisfaction standards.
• Bring a strong growth mindset with the ability to think strategically, leverage data, take ownership, and consistently exceed expectations.
• Perform other duties and projects as assigned by management.

Requirements

• Bachelor's degree or equivalent experience
• 5+ years financial services industry experience at a minimum; high-volume sales, relationship management, or client service experience preferred
• Minimum of 5 years of Sales team management strongly preferred
• CFP or CFA preferred but if not, Series 65 is required or the ability to obtain quickly
• Experience with Digital Marketing Intelligence tools is a huge PLUS

Qualifications

• Ability to influence and motivate
• Ability to provide effective performance coaching and feedback
• Excellent communication skills
• Client service background preferred
• Excellent verbal, written, analytical, and organizational skills
• Proficiency with MS Word, Excel, PowerPoint and Outlook
• Proficiency with Salesforce
• Experience working with high-level, busy professionals
• Enjoy leading and being part of a team
• Must be highly flexible and confidential with all matters

Skills

• Bachelor's degree from an accredited institution preferred (preferably Business, Economics, Accounting or Finance related)
• Ability to influence and motivate
• Ability to provide effective performance coaching and feedback
• Excellent communication skills
• Client service background preferred
• Excellent verbal, written, analytical, and organizational skills
• Proficiency with MS Word, Excel, PowerPoint and Outlook
• Proficiency with Salesforce
• Experience working with high-level, busy professionals
• Enjoy leading and being part of a team
• Must be highly flexible and confidential with all matters

Benefits

• Company Paid Basic Life & AD&D Insurance
• Company Paid Short-Term and Long-Term Disability Insurance
• Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
• Two Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan
• Kaiser Medical plans available in California
• Dependent Care Savings Account for child and dependent care
• Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan
• Two comprehensive Dental Plans
• Vision Insurance Plan
• Employee Assistance Plan
• Generous paid time off program for vacation and sick days
• Family Medical Leave
• Paid Parental Leave (8 weeks)
• Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time
• Adoption Assistance Reimbursement Program
• Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more
• 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option
• Pet Insurance
• Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing

Pay

$170,000 - $200,000 USD

Schedule

This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs. All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period.

Application Deadline

The initial deadline for applications is 5/25/2026. Applications submitted after this date may still be considered on a rolling basis until the position/program is filled. We encourage all interested candidates to apply as early as possible.