Director, Direct Client Development

About this role

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. We deliver the kind of comprehensive care once reserved for only the wealthiest households.

Today, we serve over 42,800+ families across 110+ 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.

Job Summary:

Responsible for providing leadership to the Direct Client Development team. Motivate and encourage client development team members to ensure targets are met. Review and analyze sales and operational records and reports. Partner with the leadership team to create and execute a strategic sales plan that expands our client base. Recruit sales team members, set objectives, train and coach them and monitor their performance.

Essential Job Functions for this role include:

• Partner with Client Development Leadership to design and execute strategies that drive new client growth.

• Lead, coach, and develop Regional Vice Presidents (RVPs), including onboarding and training, to drive strong performance, accountability, and long‑term growth while reinforcing sales management best practices.

• Establish clear individual and team goals aligned with departmental objectives and drive consistent execution.

• Improve RVP productivity by sponsoring and leading initiatives related to sales process optimization, marketing materials, technology, and training.

• Demonstrate high energy and influence to motivate teams and drive sustained goal achievement.

• Ensure adherence to company performance standards, policies, and procedures while maintaining high client service and satisfaction standards.

• Bring a strong growth mindset with the ability to think strategically, leverage data, take ownership, and consistently exceed expectations.

• Perform other duties and projects as assigned by management.

Knowledge, Skills, and Abilities:

• Bachelor's degree or equivalent experience

• Bachelor's degree from an accredited institution preferred (preferably Business, Economics, Accounting or Finance related)

• 5+ years financial services industry experience at a minimum; high-volume sales, relationship management, or client service experience preferred.

• Minimum of 5 years of Sales team management strongly preferred.

• CFP or CFA preferred but if not, Series 65 is required or the ability to obtain quickly.

• Experience with Digital Marketing Intelligence tools is a huge PLUS.

• Ability Influence and motivate.

• Ability to provide effective performance coaching and feedback.

• Excellent communication skills

• Client service background preferred.

• Excellent verbal, written, analytical, and organizational skills.

• Proficiency with MS Word, Excel, PowerPoint and Outlook

• Proficiency with Salesforce

• Experience working with high-level, busy professionals.

• Enjoy leading and being part of a team.

• Must be highly flexible and confidential with all…