Not specified; base pyy varies by location, experi...
Fully remote
7-12 years wealth management experience
Advisor coaching and development expertise
Share of wallet and held-away asset knowledge
Mercer Advisors is seeking a Director of Client Relationship Expansion to lead advisor coaching and market activation initiatives remotely. The role involves direct engagement with advisors and Managing Partners, focusing on enhancing client relationships through strategic program delivery
Job Summary
Mercer Advisors is a top-ranked independent RIA firm dedicated to simplifying financial lives for over 31,300 families across the U.S.
The Director leads full activation cycles including advisor discovery, pipeline development, and closing while embedding in market leadership cadences.
This role combines 75% direct advisor-facing field delivery with 25% strategic program design and messaging support.
Matching Summary
Match Score: 85
Mercer Advisors is seeking a Director of Client Relationship Expansion to lead advisor coaching and market activation initiatives remotely. The role involves direct engagement with advisors and Managing Partners, focusing on enhancing client relationships through strategic program delivery.
Salary
Not specified; Base pay varies by location, experience, education, and skills
Skills & Requirements
Must-have
7-12 years wealth management experience
Advisor coaching and development expertise
Share of wallet and held-away asset knowledge
Field delivery and market activation skills
Managing Partner engagement capabilities
Nice-to-have
CFP or equivalent professional credential
Experience with eMoney and Salesforce tools
Background in M&A integrated advisor onboarding
Strong facilitation without scripts
Willingness to travel to field markets
Key Requirements
Bachelor's degree from accredited institution
7-12 years in wealth management or advisor coaching
CFP or equivalent professional credential preferred