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 for this role include:

• 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:

• 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:

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.