Associate Vice President, Community (san Francisco, Ca)
Mercer Advisors
San Francisco, California, US
Not specified; not specified; not specified
On-site
Prospecting and pipeline development
Event logistics and execution
Crm data hygiene and organization
Mercer Advisors is a top-ranked independent RIA firm dedicated to simplifying the financial lives of over 31,300 families
Job Summary
Mercer Advisors is a top-ranked independent RIA firm dedicated to simplifying the financial lives of over 31,300 families.
This role serves as a development pathway to a full Community RVP position with a clear trajectory toward carrying an individual target within one year.
The position emphasizes collaboration with no internal competition for leads, dollars, or clients, supported by structured mentorship from a Lead RVP.
Matching Summary
Mercer Advisors is a top-ranked independent RIA firm dedicated to simplifying the financial lives of over 31,300 families.
Salary
Not specified; Not specified; Not specified
Skills & Requirements
Must-have
Prospecting and pipeline development
Event logistics and execution
CRM data hygiene and organization
Partner firm onboarding support
Relationship building with COIs
Nice-to-have
Coachable and process-oriented mindset
Strong team player attitude
Flexible working arrangements
Experience in business development
Confident communication skills
Key Requirements
3+ years in business development or client service
Willingness to carry an individual target within a year
Disciplined follow-up and documentation capabilities