Associate Vice President, Channel (San Francisco, CA)

United States·San Francisco,San Franciscoexecutive

OtherAssociate

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Quick Summary

Key Responsibilities

Schedule Meetings: Coordinate and schedule meetings with prospects, clients, and internal teams.

Technical Tools

OtherAssociate

What We Offer

~2 min read

For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.*

Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible.

Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country.

* 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.

The Associate Vice President is responsible for supporting the organic growth of the organization. The successful candidate will be responsible for developing and maintaining relationships with our financial consultants and prospective clients, with the focus on driving sales momentum across the sales organization through seamless communication. The Associate Vice President plays a crucial role supporting our Senior Vice Presidents and will work in a client-focused, team-centered environment to support Referral Sales, Channel Sales and/or Direct Sales efforts. This role serves as a building block to Regional Vice President.

Responsibilities

~1 min read

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.

Assist with lead generation and participate in Regional Sales Activities
Maintain regular communication with prospects to nurture relationships and move them through the sales pipeline.
Provide timely responses to inquiries and requests.
Work with prospects over Zoom, phone and/or in person

Monitor and manage the sales pipeline to ensure accurate forecasting and reporting.
Track progress and identify opportunities for improvement.

Take detailed meeting notes and update the CRM system with relevant information.
Ensure all client interactions and updates are accurately recorded.

Plan case preparation
Assist with planning and holding wholesale events in nearby centers
Assist with wholesaling sales emails

Coordinate the transition of new clients from the sales process to the onboarding team.
Ensure a smooth and efficient hand-off to maintain client satisfaction.

Plan and schedule events, including client meetings, webinars, and industry conferences.
Manage event logistics and ensure successful execution.

Bachelor's degree in Business, Marketing, or a related field.
At least 2 years of successful sales experience in the financial services industry
Proven experience in a sales support business development role.
Self-starter who thrives in a fast paced, high-volume sales environment
Series 65 or Series 66 license or on track to achieve same 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® (Certified Financial Planning) designation preferred.
Comprehensive industry and investment management knowledge
Experience using CRM systems (Salesforce preferred)
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 computer aptitude with proficiency in MS Excel, Word, Outlook and PowerPoint
Flexibility to travel.

What We Offer

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✓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

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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