Regional Vice President

Bachelor’s degree preferred or equivalent experience. 5+ years of successful sales experience in financial services Series 65 or Series 66 license required – unless exemption applies 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 Strong computer aptitude with proficiency in MS Excel, Word, Outlook and PowerPoint Flexibility to travel

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