Mercer Advisors

Director, Client Relationship Expansion

Remote, USA · Director

Sponsorship not specified$191k-$225kDetected 9 days ago

ComplianceSalesforceM&AHRISLeadershipCommunicationMentoringAdaptability

About the role

Approximately 75% of this role is advisor-facing field delivery
Essential Job Functions for this role include:
Apply the firm's advisor behavior standards in every coaching engagement, translating program content into practical advisor action.

25% is program design, messaging, and strategic initiative support.
Serve as the primary field presence across the Relationship Expansion program portfolio, including Workshops, Direct Opportunity Support, and 1:1 and Small Group Activation Coaching.
Partner with the Senior Director on Market Plans, supporting diagnostic and strategic planning conversations with Managing Partners and Team Leaders.
Build direct working relationships with Managing Partners and Relationship Managers; embed in their team cadences without requiring Senior Director presence.
Contribute to program design, coaching module development, and field messaging - bringing direct field observation to the Senior Director and Program Manager to sharpen materials and approach.
Approximately 75% of this role is advisor-facing field delivery; 25% is program design, messaging, and strategic initiative support.
Support onboarding of M&A-integrated advisors into Relationship Expansion programs and advisor behavior standards.

Strong working knowledge of share of wallet concepts, held-away asset dynamics, and the mechanics of relationship expansion conversations across opportunity types.
Willingness to travel to field markets as required for activation engagements.
Bachelor's degree from an accredited institution required.
Subject Matter Expertise: Strong working knowledge of share of wallet concepts, held-away asset dynamics, and the mechanics of relationship expansion conversations across opportunity types.
Travel: Willingness to travel to field markets as required for activation engagements.

7-12 years in wealth management, advisor coaching, field enablement, or advisor-facing consulting.
Prior experience leading coaching programs or structured advisor development initiatives strongly preferred.
CFP® or equivalent professional credential preferred.
Demonstrated credibility with HNW advisors and firm leadership - not an L&D or training generalist background.
Familiarity with eMoney, Salesforce-adjacent tools, and Aspen preferred.
Comfortable with analytics and pipeline tracking tools.
This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM.
At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs.

$191,250 - $225,000 USD
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.
Base Pay Range

Company Paid Short-Term and Long-Term Disability Insurance
Supplemental Life & AD&D; 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
Generous paid time off program for vacation and sick days
Family Medical Leave
Paid Parental Leave (8 weeks)
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.

This listing is sourced directly from Mercer Advisors's careers page and normalized into a canonical job model.