Associate Vice President, Channel (San Francisco, CA and Denver, CO)

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Quick Summary

Overview

Why Work at Mercer Advisors? For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team.

Key Responsibilities

Schedule Meetings: Coordinate and schedule meetings with prospects, clients, and internal teams. Qualify and schedule Wealth Path and Custom Wealth referrals Ensure timely follow-ups and confirmations.

Technical Tools

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What We Offer

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For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.

Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*

Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.

Join us and help families amplify and simplify their financial lives with confidence.

* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology here.

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 Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.

✓Kaiser Medical plans available in California

✓Health Savings Account (HSA) with company contributions 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 including 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 (8 weeks)

✓Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 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 as well as an after-tax option

✓Pet Insurance

✓Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing

The Associate Vice President, Channel is a sales operations and capacity enablement role designed to increase Regional Vice President (RVP) capacity, improve speed-to-lead, increase conversion, and elevate the overall prospect experience. Deployed to support the market and managed centrally, this role focuses on sales execution support, operational rigor, and responsiveness. The AVP removes friction from the sales process so RVPs can spend more time selling, developing Financial Consultant (FC) and advisor partnerships, and advancing opportunities. This position is primarily an internal support role, with occasional external contact in support of RVP, FC, and advisor communications and follow-up.

Responsibilities

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→Maintain Salesforce hygiene and data accuracy to support visibility, forecasting, and effective follow-through.
→Manage pipeline upkeep and administrative follow-up to help protect opportunity flow and conversion.
→Support advisor match and routing to help ensure timely response and appropriate lead handling.
→Serve as a backup resource for inbound FC calls and support, as needed.
→Coordinate Financial Planning Group (FPG) proposal requests and other sales support tasks that advance opportunities efficiently.
→Manage wholesaling and FC-facing email support to improve responsiveness and consistency.
→Protect speed-to-lead and overall responsiveness across the market through disciplined task execution and follow-up.
→Support branch events and post-event follow-up activities in partnership with market leadership.
→Support the Regional Vice President by collecting and organizing prospect data and personal details to facilitate a seamless new client onboarding process.

Nice to Have

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Highly organized and process driven.
Strong communicator with the ability to support timely, clear follow-up.
Detail oriented with a high standard for data accuracy and task execution.
Comfortable operating behind the scenes to improve execution and remove friction from the sales process.
Reliable partner for RVPs, helping preserve their time for selling and coaching.
Experience with Salesforce or similar CRM platforms.
Financial services, sales support, or sales operations experience.

Bachelor's degree in Business, Marketing, or a related field
Self-starter who thrives in a fast-paced, high-volume sales environment.
Comprehensive industry and investment management knowledge.
Excellent communication, presentation, listening, and analytical skills.
Ability to work independently and as part of a team.
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 technical aptitude with proficiency in Microsoft Excel, Word, Outlook, and PowerPoint.
Flexibility to travel.

Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.

If you need an accommodation during the application or hiring process, please email PeopleTeam@merceradvisors.com. This inbox is for accommodation requests only.

For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights.

If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here.
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