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Regional Vice President

2 months ago

Valley Forge, Pennsylvania, United States Mercer Advisors Full time
Job Summary:

The Regional Vice President is responsible for driving growth and expansion of our RIA referral platform. This role requires developing and maintaining strong relationships with channel partners, focusing on driving sales momentum for our financial planning teams. The successful candidate will work in a client-centric, team-oriented environment, collaborating with Managing Directors to deliver exceptional service to our high net worth clients.

Key Responsibilities:
  • Partner with Financial Consultants and Branch Managers to build and maintain strong relationships
  • Foster positive channel partner relationships as a key ambassador for Mercer Advisors
  • Grow and cultivate an assigned region through frequent visits to branch offices, phone wholesaling, and ongoing communication to generate significant referrals
  • Proactively initiate business development calls and identify new sales opportunities
  • Meet directly with channel referral prospects via in-person and phone/video meetings to bring in a significant volume of new clients and billable assets under management
  • Work with Client Service units to develop client referral relationships, including meeting with referrals via in-person and phone/video meetings and ultimately closing opportunities
  • Provide valuable insights and information to become a trusted resource and partner
  • Implement company policies and procedures
  • Ensure adherence to company standards
Requirements:
  • Bachelor's degree preferred or equivalent experience
  • At least 5 years of successful sales experience in the financial services industry
  • 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)
  • CFP designation preferred
  • 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 75%
Location:

This is a remote position, with a preference for New York or New Jersey.

Salary:

Average annual salary range for this position across our locations is: $100,000 to $150,000. Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant's geographic location, relevant experience, education, skills, and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors' incentive compensation programs.

Work Schedule:

Position will include daytime and evening hours.

Working Conditions:

Professional office environment, daytime hours, working inside, standing, and sitting, will be assigned to a work station.

Benefits:

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
  • Two comprehensive Dental Plans
  • 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, life's challenges, and more
  • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match
  • Pet Insurance