What are the responsibilities and job description for the Regional Vice President (Northern California - Bay Area) position at Mercer Advisors Inc?
Regional Vice President (Northern California - Bay Area)
Job Category : Sales
Read on to fully understand what this job requires in terms of skills and experience If you are a good match, make an application.
Requisition Number : REGIO001538
Posted : February 22, 2024
Type : Full-Time
Locations
San Francisco, CA 94105, USA
Description
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 :
- 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 :
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 :
Note : We are not accepting unsolicited resumes from agencies and / or search firms for this job posting.
Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws.
J-18808-Ljbffr
Salary : $100,000 - $150,000
