Director, Targeted Acquisition

About the role

Mercer Advisors is an independent fiduciary that helps families manage their financial lives. We integrate financial planning, investment management, business management, tax, estate, insurance, and more, serving over 42,800+ families across 110+ cities.

Responsibilities

• Own and scale Mercer Advisors' targeted acquisition ecosystem, including Pinpoint, FINNY, and other AI-powered tools.
• Define the roadmap, operating model, campaign architecture, and growth strategy for these programs.
• Personally lead high-priority launches, pilots, and growth initiatives.
• Evolve programs from pilot-stage initiatives into scalable, repeatable capabilities.
• Identify opportunities to leverage AI-powered automation, agents, and assisted workflows to increase efficiency and effectiveness.
• Own marketing's strategy and governance for digital prospecting and acquisition tools used by client development teams.
• Define use cases, adoption strategies, best practices, and success metrics for each tool.
• Partner with Client Development, Revenue Operations, and Marketing teams to ensure tools are embedded into real-world workflows and deliver measurable value.
• Measure and optimize outreach through meeting conversion, pipeline generation, and downstream client impact.
• Balance strategic thinking with hands-on execution.

Requirements

• 5-8 years of experience in management consulting, growth strategy, growth marketing, commercialization, product management, business operations, acquisition marketing, or related fields.
• Strong preference for candidates with experience leading complex cross-functional projects in consulting, strategy, growth, or operating roles.
• Proven ability to drive measurable business outcomes and move initiatives from idea to implementation.
• Experience influencing stakeholders and driving adoption without direct authority.
• Deep experience with 1:1, account-based, or highly targeted digital marketing programs.
• Outbound or sales-adjacent experience strongly preferred.
• Demonstrated comfort experimenting with and adopting AI-powered tools, automation, or agent-based workflows.
• Strong written and verbal communication skills, with the ability to simplify complex concepts and influence senior stakeholders.
• Highly organized, proactive, and able to thrive in a fast-moving environment with significant ownership and accountability.

Qualifications

• Strong analytical and problem-solving skills with a structured approach to identifying opportunities, prioritizing investments, and overcoming obstacles.
• Resourceful, adaptable, and comfortable navigating ambiguity.
• Effective at building alignment, influencing stakeholders, and driving cross-functional initiatives forward.
• Take ownership, follow through, and consistently deliver results.

Skills

• Knowledge of AI-powered tools, automation, and agent-based workflows.
• Ability to balance strategic thinking with hands-on execution.
• Experience with 1:1, account-based, or highly targeted digital marketing programs.
• Outbound or sales-adjacent experience.

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
• Three 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
• Four Company Paid Holidays including a full week off at Thanksgiving
• Generous paid time off program for vacation and sick days
• Employee Assistance Plan
• 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
• 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

Pay

$145,000 - $175,000 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. Working Conditions This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs.