[Remote] Director of Client Development Financial Planning
Note: The job is a remote job and is open to candidates in USA. Mercer Advisors has been helping families with their financial lives for 40 years, and they are seeking a Director of Client Development Financial Planning. This role will oversee a team of Financial Planners focused on creating prospect financial plans to drive new client acquisition, while ensuring operational excellence and strategic planning for future growth.
Responsibilities
- Hire, train, mentor, and develop 13 Financial Planners supporting Client Development
- Manage planner capacity, workflow, and deadlines; create strategic plans to absorb future growth and increased demand for prospect proposals
- Serve as a CFP® practitioner, producing prospect financial plans to support client acquisition
- Motivate and lead the team, ensuring accountability, full capacity utilization, and high-quality output
- Develop KPIs, KPI tracking, financial modeling and KPI reporting. Responsibilities involve strategy development, execution and reporting to senior management on sales driven financial outcomes
- Prepare accurate financial reports and performance dashboards for management
- Design and implement process enhancements to unlock capacity, improve efficiency, and support process improvement
- Identify and implement efficiencies in automation and quality delivery of our sales process
- Drive engagement and alignment across internal stakeholders by collaborating with senior leaders, escalating critical issues, and identifying opportunities for improvement
Skills
- Minimum 5 years of financial planning experience
- Strong knowledge of eMoney
- Proficiency in Salesforce
- Proficiency in Microsoft Office Suite
- Proficiency in Microsoft Teams/Zoom
- Proficiency in PowerBI
- Exceptional orchestration skills
- Outstanding written and verbal communication abilities
- Proactive problem solver with high ownership
- Adept at risk identification and mitigation
- Thrives in a fast-paced, dynamic environment
- Capable of strategic thinking and execution
- Bachelor's degree from an accredited institution required
- CFP® strongly preferred
- Prior management experience ideal
Benefits
- 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
Company Overview
- Mercer Advisors is a full-service wealth management firm. It was founded in 1985, and is headquartered in Denver, Colorado, USA, with a workforce of 501-1000 employees. Its website is http://www.merceradvisors.com/.
Company H1B Sponsorship
- Mercer Advisors has a track record of offering H1B sponsorships, with 2 in 2025, 1 in 2024. Please note that this does not guarantee sponsorship for this specific role.
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