Director, Direct Client Development

Mercer Advisors

Remote, US
Base: $170,000 - $200,000 usd; bonus/equity: eligi...
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5+ years financial services experience
5+ years sales team management
Series 65 license or ability to obtain
** Mercer Advisors is seeking a Director of Direct Client Development to lead and motivate their sales team, driving new client growth and optimizing sales processes. This remote position requires strong leadership in the financial services industry, along with a commitment to client service and performance standards. **

Job Summary

  • Mercer Advisors is an independent national fiduciary ranked #1 RIA firm by Barron's serving over 31,300 families.
  • The role involves leading the Direct Client Development team to design strategies that drive new client growth and expand the client base.
  • Employees receive a competitive benefit package including company-paid life insurance, medical plans, and 14 paid holidays including a full week off at Thanksgiving.

Matching Summary

Match Score: 75

** Mercer Advisors is seeking a Director of Direct Client Development to lead and motivate their sales team, driving new client growth and optimizing sales processes. This remote position requires strong leadership in the financial services industry, along with a commitment to client service and performance standards. **

Salary

Base: $170,000 - $200,000 USD; Bonus/Equity: Eligible for incentive compensation programs; Benefits: Comprehensive health, dental, vision, and retirement options included

Skills & Requirements

Must-have

  • 5+ years financial services experience
  • 5+ years sales team management
  • Series 65 license or ability to obtain
  • Sales process optimization expertise
  • Performance coaching and feedback skills

Nice-to-have

  • CFP or CFA certification preferred
  • Digital Marketing Intelligence tools experience
  • Bachelor's degree in Business or Finance
  • Experience with high-level busy professionals
  • Strong growth mindset and data leverage

Key Requirements

  • Minimum 5 years sales team management
  • Minimum 5 years financial services industry experience
  • Series 65 license required if no CFP/CFA
  • Bachelor's degree from accredited institution preferred

Work Rights

Not specified

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