Regional Vice President, Channel (Columbus, OH)
for each section heading. Use - for lists. Use
for prose.
We must remove boilerplate: EEO, E-Verify, accommodation request, etc. Also remove "We are not accepting unsolicited resumes..." etc. Also remove "Please see important information about the ranking criteria methodology here." etc. Also remove "No fee was paid for participation..." etc. Also remove "Actual base pay within this range will be based on a variety of factors..." maybe keep? That's part of Pay? Actually they have Base Pay Range $119,000 - $140,000 USD. The sentence about actual base pay based on factors is part of Pay details; we can keep in Pay section? But we are not creating Pay section unless posting actually states them. It does state Base Pay Range. So we should include a Pay section with that range and maybe note that actual base pay based on factors. However rule: never emit a heading followed by filler/placeholder text (e.g., "commensurate with experience", "not specified", "N/A", "varies", "TBD"). The sentence about actual base pay based on factors is not filler; it's substantive. So we can include Pay section with that info.
Schedule: they have Work Schedule details. So include Schedule section.
Benefits: they list many benefits; include Benefits section.
About the role? Could combine "Why Work at Mercer Advisors?" and "Job Summary" maybe as About the role. But we need headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We should only include sections that have real specific content. Let's map:
- About the role: could include the introductory paragraph about Mercer Advisors, mission, etc. That's substantive.
- Responsibilities: from "Essential Job Functions For This Role Include" bullet list.
- Requirements: from "Requirements" bullet list (including education, experience, licenses, etc.)
- Qualifications: maybe overlapping with Requirements; but we could combine? The instruction says prefer few substantive sections over many thin ones. We could have Requirements cover both qualifications and skills. But we have separate headings for Qualifications and Skills; we should only include if there is distinct content. The posting includes "Requirements" with many items; we could treat that as Requirements and maybe not separate Qualifications/Skills unless we can split. However we have to follow instruction: use headings for those categories only if posting has real specific content for it. The posting does not have separate sections labeled Qualifications or Skills; it's all under Requirements. So we should not create Qualifications or Skills headings.
- Benefits: yes.
- Pay: yes.
- Schedule: yes.
Thus sections: About the role, Responsibilities, Requirements, Benefits, Pay, Schedule.
We need to strip boilerplate: remove EEO, E-Verify, accommodation request, etc. Also remove "We are not accepting unsolicited resumes..." etc. Also remove "Please see important information about the ranking criteria methodology here." etc. Also remove "No fee was paid for participation..." etc. Also remove "Actual base pay within this range will be based on a variety of factors..." maybe keep as part of Pay.
Also remove "Working Conditions" maybe not needed as separate section; but we could incorporate into About the role or Schedule? It's about work environment; could be part of About the role? But we already have About the role; we could add a sentence about working conditions there. However we must preserve all substantive information; we can't drop it. So we need to include Working Conditions info somewhere. Could add a short paragraph under About the role or maybe a separate section "Working Conditions". The instruction says we can include a section only when posting has real specific content for it. Working Conditions is present; we could add a section "Working Conditions". But we already have many sections; we could add it. However we prefer few substantive sections over many thin ones. Working Conditions is a few sentences; could be merged into About the role or Schedule. Since About the role already includes intro about company; adding working conditions there is okay. We'll incorporate it into About the role paragraph.
Now we need to format lists.
Let's extract content.
Intro: "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."
We need to remove the "Please see important information about the ranking criteria methodology here." and maybe the footnote about ranking. Also remove the "*" maybe. Keep the rest.
Job Summary: "Job Summary The Regional Vice President will build relationships with clients and help them find a wealth management solution for their needs, driving sales momentum within a collaborative, client-focused environment."
Essential Job Functions: list bullet points:
- Engage with potential wealth management clients over Zoom, phone, and/or in person to understand their needs and share how Mercer can help
- Draw on financial expertise as well as resources across the organization to create distinct value for each client and present a tailored view of how Mercer can help achieve their goals
- Own your sales pipeline from start to finish, converting and nurturing potential clients to create a best-in-class experience for every potential client
- Act as a self-motivated leader within a fast-growing, high-visibility arm of the organization and leverage opportunities for personal growth
Requirements: list:
- 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 (Salesforce preferred) and managing sales pipelines
- Experience building relationships with and understanding the needs of potential clients
- Self-motivated, highly coachable attitude with a growth-oriented mindset and drive
- Deep understanding of financial services industry and investment management
- Passion for helping clients achieve their financial goals
- Proven time management and organizational skills in high-volume, high-energy environments
- Strong computer aptitude with proficiency in MS Excel, Word, Outlook and PowerPoint
- Flexibility to travel
Work Schedule: "Work 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."
We could keep that.
Benefits: list bullet points:
- 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
- Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.
- Two comprehensive Dental Plans
- Vision Insurance Plan
- Dependent Care Savings Account for child and dependent care.
- 14 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 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: "Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors’ incentive compensation programs. Base Pay Range $119,000 - $140,000 USD"
We could combine into a paragraph.
Now we need to output HTML fragment with
headings and
or
- .
We must not include any markdown fences.
Let's craft.
First, About the role: combine intro and maybe working conditions? We'll include a paragraph about company and mission, plus maybe a sentence about 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." We'll add that as part of About the role.
Now Responsibilities:
- ... etc.
Requirements:
- ... etc.
Benefits:
- ... etc.
Pay:
... etc.
Schedule:
... etc.
Make sure to preserve all substantive info; we removed boilerplate like EEO, E-Verify, accommodation request, unsolicited resumes, etc. Also removed the "Please see important information about the ranking criteria methodology here." and the footnote about ranking fee. Also removed "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." Actually that is part of the ranking info; we could keep it? It's substantive but maybe considered boilerplate? It's about ranking methodology; but it's still info about the ranking. The instruction: remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. This is not exactly those; it's about ranking methodology. Might be considered legal? It's a disclosure. Could be considered legal boilerplate. Safer
for prose. We must remove boilerplate: EEO, E-Verify, accommodation request, etc. Also remove "We are not accepting unsolicited resumes..." etc. Also remove "Please see important information about the ranking criteria methodology here." etc. Also remove "No fee was paid for participation..." etc. Also remove "Actual base pay within this range will be based on a variety of factors..." maybe keep? That's part of Pay? Actually they have Base Pay Range $119,000 - $140,000 USD. The sentence about actual base pay based on factors is part of Pay details; we can keep in Pay section? But we are not creating Pay section unless posting actually states them. It does state Base Pay Range. So we should include a Pay section with that range and maybe note that actual base pay based on factors. However rule: never emit a heading followed by filler/placeholder text (e.g., "commensurate with experience", "not specified", "N/A", "varies", "TBD"). The sentence about actual base pay based on factors is not filler; it's substantive. So we can include Pay section with that info. Schedule: they have Work Schedule details. So include Schedule section. Benefits: they list many benefits; include Benefits section. About the role? Could combine "Why Work at Mercer Advisors?" and "Job Summary" maybe as About the role. But we need headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We should only include sections that have real specific content. Let's map: - About the role: could include the introductory paragraph about Mercer Advisors, mission, etc. That's substantive. - Responsibilities: from "Essential Job Functions For This Role Include" bullet list. - Requirements: from "Requirements" bullet list (including education, experience, licenses, etc.) - Qualifications: maybe overlapping with Requirements; but we could combine? The instruction says prefer few substantive sections over many thin ones. We could have Requirements cover both qualifications and skills. But we have separate headings for Qualifications and Skills; we should only include if there is distinct content. The posting includes "Requirements" with many items; we could treat that as Requirements and maybe not separate Qualifications/Skills unless we can split. However we have to follow instruction: use headings for those categories only if posting has real specific content for it. The posting does not have separate sections labeled Qualifications or Skills; it's all under Requirements. So we should not create Qualifications or Skills headings. - Benefits: yes. - Pay: yes. - Schedule: yes. Thus sections: About the role, Responsibilities, Requirements, Benefits, Pay, Schedule. We need to strip boilerplate: remove EEO, E-Verify, accommodation request, etc. Also remove "We are not accepting unsolicited resumes..." etc. Also remove "Please see important information about the ranking criteria methodology here." etc. Also remove "No fee was paid for participation..." etc. Also remove "Actual base pay within this range will be based on a variety of factors..." maybe keep as part of Pay. Also remove "Working Conditions" maybe not needed as separate section; but we could incorporate into About the role or Schedule? It's about work environment; could be part of About the role? But we already have About the role; we could add a sentence about working conditions there. However we must preserve all substantive information; we can't drop it. So we need to include Working Conditions info somewhere. Could add a short paragraph under About the role or maybe a separate section "Working Conditions". The instruction says we can include a section only when posting has real specific content for it. Working Conditions is present; we could add a section "Working Conditions". But we already have many sections; we could add it. However we prefer few substantive sections over many thin ones. Working Conditions is a few sentences; could be merged into About the role or Schedule. Since About the role already includes intro about company; adding working conditions there is okay. We'll incorporate it into About the role paragraph. Now we need to format lists. Let's extract content. Intro: "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." We need to remove the "Please see important information about the ranking criteria methodology here." and maybe the footnote about ranking. Also remove the "*" maybe. Keep the rest. Job Summary: "Job Summary The Regional Vice President will build relationships with clients and help them find a wealth management solution for their needs, driving sales momentum within a collaborative, client-focused environment." Essential Job Functions: list bullet points: - Engage with potential wealth management clients over Zoom, phone, and/or in person to understand their needs and share how Mercer can help - Draw on financial expertise as well as resources across the organization to create distinct value for each client and present a tailored view of how Mercer can help achieve their goals - Own your sales pipeline from start to finish, converting and nurturing potential clients to create a best-in-class experience for every potential client - Act as a self-motivated leader within a fast-growing, high-visibility arm of the organization and leverage opportunities for personal growth Requirements: list: - 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 (Salesforce preferred) and managing sales pipelines - Experience building relationships with and understanding the needs of potential clients - Self-motivated, highly coachable attitude with a growth-oriented mindset and drive - Deep understanding of financial services industry and investment management - Passion for helping clients achieve their financial goals - Proven time management and organizational skills in high-volume, high-energy environments - Strong computer aptitude with proficiency in MS Excel, Word, Outlook and PowerPoint - Flexibility to travel Work Schedule: "Work 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." We could keep that. Benefits: list bullet points: - 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 - Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan. - Two comprehensive Dental Plans - Vision Insurance Plan - Dependent Care Savings Account for child and dependent care. - 14 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 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: "Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors’ incentive compensation programs. Base Pay Range $119,000 - $140,000 USD" We could combine into a paragraph. Now we need to output HTML fragment with
headings and
or
- .
We must not include any markdown fences.
Let's craft.
First, About the role: combine intro and maybe working conditions? We'll include a paragraph about company and mission, plus maybe a sentence about 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." We'll add that as part of About the role.
Now Responsibilities:
- ... etc.
Requirements:
- ... etc.
Benefits:
- ... etc.
Pay:
... etc. Schedule:
... etc. Make sure to preserve all substantive info; we removed boilerplate like EEO, E-Verify, accommodation request, unsolicited resumes, etc. Also removed the "Please see important information about the ranking criteria methodology here." and the footnote about ranking fee. Also removed "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." Actually that is part of the ranking info; we could keep it? It's substantive but maybe considered boilerplate? It's about ranking methodology; but it's still info about the ranking. The instruction: remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. This is not exactly those; it's about ranking methodology. Might be considered legal? It's a disclosure. Could be considered legal boilerplate. Safer
- ... etc.
Pay:
- ... etc.
Benefits:
- ... etc.
Requirements: