Regional Vice President, UHNW
2 weeks ago
Regional Vice President, UHNW (San Francisco Bay Area) Mercer Advisors is a different kind of wealth management firm. We exist so that our clients dont have to worry about money. Our firm was founded in 1985, on the belief that families at all wealth levels would benefit from a fully unified approach to managing their money A family office for your family. We connect the dots of our clients financial lives by unifying planning, investing, taxes, estate, insurance, trust, and more. Today, we proudly serve over 25,000 families, across over 90 cities, with over $45 Billion in assets entrusted to our care. And we do this as an independent, national fiduciary which means we are committed to always working in the clients best interest. When you join our team, you will find that it is different from what you typically see in our industry. Our client-facing professionals of in-house experts are 50% women, as is our overall employee base. We bring together the best talent wherever they live with no formal headquarters, and many flexible working arrangements so we can assemble the best team. Job Summary: The Regional Vice President, UHNW is responsible for growing our RIA referral platform. The successful candidate will be responsible for identifying, initiating, developing and maintaining relationships with our UHNW prospects, with the focus on driving sales momentum for our financial planning teams. This partnership will support Mercers efforts to attract new ultra-high net worth clients and families. The Regional Vice President will work in a client-focused, team-centered environment. Essential Job Functions for the Regional Vice President will include: Proven ability to close UHNW wealth management prospects Seamlessly work as an integral part of the client relationship building process and business development activities between the sales and wealth management teams Comfortable working with prospects in person or over Zoom/phone Self-starter who thrives in a fast paced, high-volume sales environment Effectively build and manage a sales pipeline through organized outreach (mail, email, phone), local events and meetings. Implementing company policies and procedures Ensuring adherence to company standards Performing other duties as assigned Required Knowledge, Skills, and Abilities: Bachelors degree preferred or equivalent experience At least 5 years of successful sales experience in the financial services industry with demonstrated experience engaging UHNW clients Series 65 or combination of Series 7 and Series 66 license required unless candidate holds one of the following credentials: Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA) or Chartered Investment Consultant (CIC) Comprehensive industry and investment management knowledge Experience using CRM systems (Salesforce preferred) Excellent communication, presentation, listening and analytical skills. Proven time management and organizational skills in high-volume, high-energy environments Experience determining the needs of partners and prospects through probing questions, offering solutions and asking for the right actions. Strong computer aptitude with proficiency in MS Excel, Word, Outlook and PowerPoint Flexibility to travel up to 30-40% Work Schedule: Position will include daytime and evening hours. Working Conditions: Professional or home office environment. Traveling, standing and sitting. Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following: 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 medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan. Health Savings Account (HSA) with company contributions on a per pay period basis if enrolled in either HDHP medical plan. Vision Insurance Plan Dependent Care Savings Account for child and dependent care. 14 Company Paid Holidays with 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 (6 weeks) Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 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, lifes challenges and more. 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match Pet Insurance J-18808-Ljbffr
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Regional Vice President, UHNW
3 weeks ago
Los Angeles, California, United States Mercer Advisors Full timeRegional Vice President, UHNW OpportunityMercer Advisors is a leading wealth management firm that empowers clients to achieve their financial goals. We are seeking a highly skilled Regional Vice President, UHNW to join our team and drive growth in our RIA referral platform.Key ResponsibilitiesIdentify and develop relationships with UHNW prospects to drive...
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Regional Vice President, UHNW
2 weeks ago
Los Angeles, United States Mercer Advisors Full timeRegional Vice President, UHNW (San Francisco Bay Area) Mercer Advisors is a different kind of wealth management firm. We exist so that our clients don’t have to worry about money. Our firm was founded in 1985, on the belief that families at all wealth levels would benefit from a fully unified approach to managing their money – “A family office for your...
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Regional Vice President of Sales
2 weeks ago
Los Angeles, California, United States TruStage Full timeJob Title: Regional Vice PresidentAt TruStage, we're committed to making a brighter financial future accessible to everyone. We put people first, fostering a diverse and inclusive environment where employees and customers thrive. As a Regional Vice President, you'll play a crucial role in shaping our future by leading the sales activities for our...
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Regional Vice President, Field Advocacy
2 weeks ago
Los Angeles, California, United States American Heart Association Full timeJob Title: Regional Vice President, Field AdvocacyAt the American Heart Association, we are committed to creating a world of longer, healthier lives. As a Regional Vice President, Field Advocacy, you will play a critical role in shaping our advocacy efforts at the state and local levels.Key Responsibilities:Develop and implement strategic plans for state and...
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Regional Vice President of Human Resources
4 weeks ago
Los Angeles, California, United States Compass Group Poland Sp. z o.o. Full timeRegional Vice President of Human ResourcesAbout LevyLevy is a leading hospitality company that has revolutionized the sports and entertainment industry. With a strong commitment to innovation and excellence, Levy has been recognized as one of the most innovative companies in sports by Fast Company magazine and one of the top three Best Employers for...
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Regional Vice President of Human Resources
2 weeks ago
Los Angeles, California, United States Compass Group Poland Sp. z o.o. Full timeRegional Vice President of Human ResourcesAbout LevyLevy is a leading hospitality company that has revolutionized the sports and entertainment experience. With a diverse portfolio of award-winning restaurants, iconic venues, and cultural institutions, Levy has established itself as a market leader in its industry. Recognized for its innovative approach and...
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Regional Vice President, Field Advocacy
3 weeks ago
Los Angeles, California, United States American Heart Association Full timeJob Title: Regional Vice President, Field AdvocacyAt the American Heart Association, we are committed to creating a world where everyone has the opportunity to live a longer, healthier life. As a Regional Vice President, Field Advocacy, you will play a critical role in shaping our advocacy efforts and driving meaningful change in the lives of our...
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Senior Vice President SVP Western Region Leader
4 weeks ago
Los Angeles, California, United States CLevelCrossing Full timeJob Title: Senior Vice President SVP Western RegionWe are seeking a highly skilled and experienced Senior Vice President to lead our Western Region operations. As a key member of our leadership team, you will be responsible for driving strategic growth, developing and executing business plans, and overseeing the region's performance.About the Role:Lead the...
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Senior Vice President SVP Western Region Leader
3 weeks ago
Los Angeles, California, United States CLevelCrossing Full timeSenior Vice President (SVP), Western RegionAt CLevelCrossing, we are seeking a seasoned leader to spearhead our Western Region operations as Senior Vice President (SVP). This pivotal role demands strategic vision, business acumen, and exceptional leadership skills to drive growth, innovation, and excellence in our region.Key Responsibilities:Develop and...
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Regional Vice President of Digital Advertising
4 weeks ago
Los Angeles, California, United States CoStar Group Full timeJob DescriptionCoStar Group, a leading global provider of commercial and residential real estate information, analytics, and online marketplaces, is seeking a highly motivated and experienced Regional Vice President to join its Digital Advertising team. As a key member of the team, you will be responsible for driving sales growth and developing a strong team...
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Regional Vice President of Human Resources
3 weeks ago
Los Angeles, California, United States Compass Group Poland Sp. z o.o. Full timeJob SummaryLevy is seeking a highly skilled Regional Vice President of Human Resources to lead the HR function across a diverse region. The successful candidate will be responsible for overseeing HR operations, talent acquisition, employee engagement, and compliance.Key ResponsibilitiesLead HR strategy across multiple locations, ensuring alignment with...
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Regional Vice President of Digital Advertising
4 weeks ago
Los Angeles, California, United States CoStar Group Full timeJob DescriptionCoStar Group, a leading global provider of commercial and residential real estate information, analytics, and online marketplaces, is seeking a highly motivated and experienced Regional Vice President to join its Digital Advertising team. As a key member of the team, you will be responsible for driving sales growth and developing a strong team...
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Senior Vice President Operations
2 weeks ago
Los Angeles, California, United States Avenue5 Residential Full timeAvenue5 Residential Seeks Senior Vice President OperationsAvenue5 Residential is a dynamic third-party multifamily property management firm with locations across the United States. We are seeking a Senior Vice President Operations to join our team.Key Responsibilities:Oversee property and corporate regional operations for a large region or multiple...
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Area Vice President, West
2 weeks ago
Los Angeles, California, United States Tempus Full timeJob Title: Area Vice President, WestTempus is seeking an experienced Area Vice President to lead our sales efforts in the West region. As a key member of our leadership team, you will be responsible for driving sales growth, developing and executing sales strategies, and building strong relationships with our customers.Key Responsibilities:Develop and...
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Regional Vice President of Operations
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Los Angeles, California, United States Cogir Senior Living Full timeAbout Cogir Senior LivingCogir Senior Living is a dynamic and growing company that specializes in modern aging management. With nearly 90 senior living communities across 11 states, we offer a unique opportunity for professionals to make a meaningful impact in the lives of our residents.Job SummaryWe are seeking a highly skilled and experienced Regional Vice...
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Senior Vice President, Regional Director
2 weeks ago
Los Angeles, California, United States Aristotle Capital Management, LLC Full timeAbout Aristotle Capital Management, LLCAristotle Capital Management, LLC is a majority employee-owned investment management organization that specializes in equity and fixed income portfolio management for institutional and advisory clients worldwide.Job Title: Senior Vice President, Regional Director - Wealth ManagementWe are seeking a Senior Vice...
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Area Vice President, West
3 weeks ago
Los Angeles, California, United States Tempus Full timeJob Title: Area Vice President, WestTempus is seeking an experienced Area Vice President to lead our sales efforts in the West region. As a key member of our commercial team, you will be responsible for driving sales growth, developing and executing business plans, and managing a team of sales managers and account executives.Key Responsibilities:Develop and...
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Senior Vice President, Regional Director
3 weeks ago
Los Angeles, California, United States Aristotle Capital Management, LLC Full timeAbout the RoleAristotle Capital Management, LLC is seeking a highly skilled Senior Vice President, Regional Director to join our team in the mountain states region of the US, including CO, UT, NM, WY, ID, and MT. This is a unique opportunity to leverage your expertise in wealth management and investment strategies to drive growth and success for our...
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Vice President of Advancement
3 days ago
Los Angeles, California, United States Perfect Smile Dental Care Full timeJob Title: Vice President of AdvancementWe are seeking a highly skilled and experienced Vice President of Advancement to lead our fundraising efforts and drive revenue growth. As a key member of our leadership team, you will be responsible for developing and executing a comprehensive revenue strategy, growing our current team, and increasing revenue from $4M...
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Regional Vice President of Sales
3 weeks ago
Los Angeles, California, United States TruStage Full timeJob Title: Regional Vice PresidentAt TruStage, we're committed to making a brighter financial future accessible to everyone. We put people first, and work hand in hand with employees and customers to create a diverse and inclusive environment. Passionate about building insurance, investment, and technology solutions, we push the boundaries of what's...
