Regional Vice President (Northern California - Bay Area)

Mercer Advisors is a different kind of wealth management firm. We exist so that our clients don’t have to worry about money.

Our firm was founded in 1985, on the belief that families at all wealth levels would benefit from a fully unified approach to managing their money A family office for your family.

We connect the dots of our clients’ financial lives by unifying planning, investing, taxes, estate, insurance, trust, and more.

Today, we proudly serve over 25,000 families, across over 90 cities, with over $45 Billion in assets entrusted to our care.

And we do this as an independent, national fiduciary which means we are committed to always working in the clients’ best interest.

When you join our team, you will find that it is different from what you typically see in our industry. Our client-facing professionals of in-house experts are 50% women, as is our overall employee base.

We bring together the best talent wherever they live with no formal headquarters, and many flexible working arrangements so we can assemble the best team.

Job Summary :

The Regional Vice President is responsible for growing our RIA referral platform. The successful candidate will be responsible for developing and maintaining relationships with our channel partners, with the focus on driving sales momentum for one of our financial planning teams.

The Regional Vice President will work in a client-focused, team-centered environment in unison with Managing Directors to service the needs of the firm’s high net worth clients.

Essential Job Functions for the Regional Vice President will include :

• Partnering with Financial Consultants and Branch Managers to build strong relationships
• Fostering positive channel partner relationships as ambassador of Mercer Advisors
• Growing and cultivating an assigned region through frequent visits to branch offices, phone wholesaling, and ongoing communication with the express purpose of generating significant referrals
• Proactively initiating business development calls and identifying new sales opportunities
• Meeting directly with channel referral prospects via in-person and phone / video meetings with the express purpose of bringing in a significant volume of new clients and billable assets under management
• Working with Client Service units to develop client referral relationships including meeting with referrals via in-person and phone / video meetings and ultimately closing opportunities
• Providing insight and information to become a valuable resource and partner
• Implementing company policies and procedures
• Ensuring adherence to company standards
• Performing other duties as assigned

Required Knowledge, Skills and Abilities :

• Bachelor’s degree preferred or equivalent experience
• At least 5 years of successful sales experience in the financial services industry
• Series 65 or combination of Series 7 and Series 66 license required 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
• 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 up to 75%

Work Schedule : Position will include daytime and evening hours.

Working Conditions : Professional or home office environment. Traveling, standing and sitting.

Salary : Average annual salary range for this position across our locations is : $100,000 to $150,000. Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses / certifications.

This position is also eligible to earn incentive compensation through one of Mercer Advisors’ incentive compensation programs.

Benefits :

Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs.

We offer the following :

• 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 medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
• Health Savings Account (HSA) with company contributions on a per pay period basis 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 with 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 (6 weeks)
• Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 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
• Pet Insurance
30+ days ago