Managing Partner, Market Leader

Why Work at Mercer Advisors?

For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.

• Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible.

Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country.

Job Summary

The Sr. Director, Sr. Wealth Advisor I works in a client-focused, team-centered environment under the direction of one of the firm's Managing Directors to support the team's region-wide business development and client service efforts.

Essential Job Functions for the Sr. Director, Sr. Wealth Advisor I

Function as the primary trusted advisor to the firm's high net worth clients

Ensure retention of the firm's clients as well as generate referrals

Support the team's Regional Vice Presidents and Managing Directors as a subject matter expert (SME) in the areas of investments, tax, pension, estate, insurance, and general financial planning

Analyze, draft, edit, deliver, and present financial planning modules to clients

Manage client communications and follow-up with clients' other advisors

Ensure adherence to company standards of client care, meetings, referrals and retention

Attend company workshops or lectures and speak to groups of potential clients when called upon

Implement company policies and procedures

Perform other duties as needed

Leadership & Management Family of Positions

Minimum Revenue : 7M

Minimum Advisors on Team : 5

Player Coach : Yes / 75%

Has management oversight for RVP & RSA : In partnership with MD

WM Leadership Team : Yes

Senior Leadership Team : Rarely

The above criteria are just guidelines and represent minimum criteria. Management has discretion to make promotion decisions based on several factors, which include growth contributions

Employee should meet or exceed expectations in prior role to be considered for promotion

Required Knowledge, Skills and Abilities

Education : Bachelor's degree from an accredited institution (preferably Business, Economics, Accounting or Finance related); Master's degree a plus

Experience : Fifteen plus years of job-related experience

Certifications : Certified Financial Planner (CFP) designation; additional certifications Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA) or Chartered Investment Consultant (CIC) would be considered

Job Skills

Strong knowledge of and the ability to present investment, finance, insurance, and tax planning concepts

Has achieved core knowledge of job skills; may spend 50% or more time on Financial Planning

Excellent Client Focus and client-oriented position, but sales aptitude and experience is also highly desired

Continually seeks to enhance job knowledge, learn quickly and efficiently

Must be a humble, entrepreneurial, hardworking team player with a positive "can do" attitude

Proficiency with MS Word, Excel, PowerPoint, and Outlook; experience with Salesforce and financial planning software preferred

Technical and analytical training and experience in financial planning

Demonstrated flexibility, versatility, and ability to manage multiple priorities and deliver to tight deadlines in a team environment

Ability to work without close supervision managing and prioritizing deliverables

Must be highly flexible and confidential with all matters

Ability to travel up to 50% as required for local and national client meetings; plus to national educational trainings and seminars as needed for role

Competencies

Business & Technological Knowledge

Industry Experience : Advanced knowledge of the industry, financial products, and financial planning concepts

Economic Landscape : Advanced knowledge of the economic landscape / general understanding of impact on the Firm and clients

Business Ops – CSU : Strong working / core understanding of CSU Operations

SO's – FWS : Can generate and review performance reports and present recommendations to client relationship manager

SO's – FP : Advanced knowledge of financial planning concepts and Firm's services / offerings; Financial Planning software and comparison tools; provides project management of client assignments; can analyze, draft, edit, deliver, and present financial planning modules to clients

Wealth Management : Strong core understanding of our investments and ISG; perform asset allocation and analysis for portfolio reviews / investment research; Can prepare reports to illustrate trends and possible risks of various investment opportunities

Core Tech / Platforms : Expert use of all Core Technology (Microsoft Office, Box, Custodian Sites, Task Mgmt tools, Salesforce, Docusign)

Compliance : Comprehensive understanding of compliance requirements

Interpersonal Effectiveness

Teamwork & Collaboration : Role model for cross-Firm teamwork and collaboration

Work Environment : Role model for contributing to a positive work environment

Balancing Priorities : Balances competing priorities and manages time pressures with composure

Trustworthiness : Instills trust across the Firm as someone who can be counted on for honesty, integrity, and reliability

Professional Presence : If needed, can facilitate aspects of client, team meetings and internal trainings; participates appropriately in business / social functions

Communications : Presents oral and written communications in a concise and well-organized form

Client Focus & Accountability

Client Service : Assists in the development of materials for client meetings and follow-ups. Proactively seeks opportunities to provide support to Financial Planners and / or Wealth Advisors

Resource Coordination : Begins to establish internal resource channels needed to deliver high quality work on a timely basis

Growth Mindset : Can play a supporting role in business development activity / activities; beginning to build a network of business contacts in the market

Quality : Takes responsibility for ensuring work quality

Leadership

Guiding Principles : Consistently demonstrates full commitment to Firm vision and values

Talent Development & Team Leadership : Formally involved in training, coaching, and mentoring more junior employees; leads planners in the production of client deliverables; ensures that planners are developing. Seeks new leadership opportunities.

Innovation & Change Management : Identifies opportunities for improvement and proposes solutions

Firm-building : Represents the Firm in a professional manner

Driving Results : Partners with others to support achievement of KPI goals

Work Schedule

Business hours Monday through Friday, additional hours as required in an exempt and leadership role with the organization.

Working Conditions

Professional office environment. Working inside. Standing and sitting. Will be assigned to a work station. No heavy lifting over 10 lbs. Travel assumed at up to 50% of the time for client needs and / or required internal or external trainings.

Benefits

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

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. Mercer Advisors provides equal employment opportunity in all aspects of employment and employee relations, including recruitment, hiring, training and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and all other terms, conditions, and privileges of employment in accordance with applicable federal, state, and local laws.

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