[Remote] Director of Client Development - Financial Planning

Note: The job is a remote job and is open to candidates in USA. Mercer Advisors is a leading firm in financial planning and investment management, dedicated to helping families simplify their financial lives. The Director of Client Development - Financial Planning will oversee a team of Financial Planners, ensuring operational excellence and driving new client acquisition through strategic planning and process improvements.

Responsibilities

• Hire, train, mentor, and develop 13 Financial Planners supporting Client Development
• Manage planner capacity, workflow, and deadlines; create strategic plans to absorb future growth and increased demand for prospect proposals
• Serve as a CFP® practitioner, producing prospect financial plans to support client acquisition
• Motivate and lead the team, ensuring accountability, full capacity utilization, and high-quality output
• Develop KPIs, KPI tracking, financial modeling and KPI reporting. Responsibilities involve strategy development, execution and reporting to senior management on sales driven financial outcomes
• Prepare accurate financial reports and performance dashboards for management
• Design and implement process enhancements to unlock capacity, improve efficiency, and support process improvement
• Identify and implement efficiencies in automation and quality delivery of our sales process
• Drive engagement and alignment across internal stakeholders by collaborating with senior leaders, escalating critical issues, and identifying opportunities for improvement

Skills

• CFP® strongly preferred
• Minimum 5 years of financial planning experience and prior management experience ideal
• Strong knowledge of eMoney; proficiency in Salesforce, Microsoft Office Suite, Microsoft Teams/Zoom, PowerBI
• Exceptional orchestration skills; outstanding written and verbal communication abilities
• Proactive problem solver with high ownership; adept at risk identification and mitigation
• Thrives in a fast-paced, dynamic environment; capable of strategic thinking and execution
• Bachelor's degree from an accredited institution required

Benefits

• Company Paid Basic Life & AD&D Insurance
• Company Paid Short-Term and Long-Term Disability Insurance
• Supplemental Life & AD Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
• Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
• Kaiser Medical plans available in California
• Health Savings Account (HSA) with company contributions 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 including 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 (8 weeks)
• Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 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 as well as an after-tax option
• Pet Insurance
• Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing

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