Managing Director, Community Client Development

Bachelor’s degree. At least 15 years of experience building relationships with and mentoring and managing financial services professionals. Track record of success in helping sales professionals grow their practices in a client-centric model. Experience communicating the benefits of a wealth management platform to potential clients and M&A partners. Negotiation experience. Excellent Client Focus and client-oriented position. Sales aptitude and experience are also highly desired. Strong decision-making, judgement, problem-solving, analysis and project management skills. Series 65 or Series 66 or CFP. Experience using CRM systems (Salesforce preferred). Flexibility to travel 40% of the time.

Design and implement strategies to drive new client growth. Manage and lead Regional Vice Presidents to achieve performance objectives. Directly engage in high-value prospect and wholesaling opportunities. Coach and mentor Regional Vice Presidents and assist in training new ones. Improve RVP productivity through national initiatives. Act as an Ambassador for Mercer Advisors and support the sales team. Ensure adherence to company performance standards and policies.