Director of Client Development - Financial Planning
New
M
Mercer AdvisorsFinancial Planning
Remote, USAFull-TimeDirector
Salary$170,000 — $200,000 USD
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Job Details
- Experience
- Minimum 5 years of financial planning experience
- Required Skills
- Microsoft Power BISalesforceMicrosoft Office
Requirements
- Bachelor’s degree from an accredited institution.
- Minimum 5 years of financial planning experience.
- Prior management experience is ideal.
- CFP® certification strongly preferred.
- Strong knowledge of eMoney.
- Proficiency in Salesforce.
- Proficiency in Microsoft Office Suite.
- Proficiency in Microsoft Teams and Zoom.
- Proficiency in PowerBI.
- Exceptional orchestration, leadership, and communication skills.
- Proactive problem-solving abilities and high ownership.
Responsibilities
- Hire, train, mentor, and develop 13 Financial Planners supporting Client Development.
- Manage planner capacity, workflow, and deadlines to support prospect proposals.
- Produce prospect financial plans as an individual contributor with CFP credentials.
- Develop KPIs, track performance, and report financial outcomes to senior management.
- Design and implement process enhancements and automation to improve efficiency and capacity.
- Collaborate with senior leaders to drive internal stakeholder engagement and strategic alignment.
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