Director, Targeted Acquisition

Benefits

Additional Information

Why Work at Mercer Advisors? For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households. Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients' best interests - always.* Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent - wherever they are. Join us and help families amplify and simplify their financial lives with confidence. * Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics - including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here . Job Summary: The Director, Targeted Acquisition will build, own and scale Mercer Advisors' Pinpoint program, an AI-powered, personalized outreach engine, shaping its end-to-end acquisition experience from first touch through conversion. This is a product centric, player-coach role. You'll own the product/program roadmap and personally build high-impact campaigns (especially key launches and early iterations) while coaching local teams to design, execute, and optimize their own. You'll manage a small contractor team handling day-to-day campaign builds and QA, but you retain ownership of strategy, quality, and complex execution. Critically, this role does not stop at marketing execution. You are accountable for defining the full‑funnel operating model, ensuring that once a prospect engages, the handoff to Client Development is clear, consistent, and designed to convert. A core thread throughout the role is driving adoption of AI‑powered tools and workflows to improve speed, personalization, and scale, while applying sound judgment about where human oversight is required. The ideal candidate is already using AI in campaign design, messaging, segmentation, and QA, and defines best practices through hands-on experimentation. Essential Job Functions for this role include: Pinpoint Program/ Product Ownership & Scale Own the end-to-end Pinpoint program: strategy, operating model, campaign architecture, testing agenda, and performance optimization. Partner deeply with vendors and internal technology teams to shape the product roadmap and unlock new capabilities. Lead flagship launches, pilots, and high-visibility campaigns that set the quality bar. Scale Pinpoint from pilot to a repeatable program across markets and specialties, including a self-serve model for field teams alongside national campaigns. Drive adoption of AI-powered capabilities (automation, agents, assisted workflows) to scale 1:1 outreach while maintaining human judgment where it matters. Audience Identification & Segmentation Own identification and prioritization of high-value target audiences using data, market insights, sales input, and AI-assisted signals. Translate growth priorities into audience segments (profession, life stage, geography, intent signals, affinity) and architect testable campaigns with clear objectives and success metrics. Make segmentation decisions with imperfect data, balancing rigor, speed, and test-and-learn principles. Refine continuously based on performance and field feedback. Messaging Strategy & Localization Partner with Specialty Marketing on campaign concepts and positioning. Personally draft and version 1:1 outreach messaging for flagship campaigns. Leverage AI to accelerate personalization and testing while maintaining brand, quality, and compliance standards. Create templates, examples, and best practices that scale across markets and specialties. Full‑Funnel Execution & Sales Playbook Management Own the marketing‑to‑sales handoff experience for targeted acquisition programs, ensuring that engagement converts into confident, timely client development action. Partner with Client Development, RevOps, and Operations to define and document post‑engagement playbooks, including ownership, follow-up expectations, conversion standards. Ensure sales teams receive clear context on campaign intent, audience rationale, messaging themes, and recommended next actions. Identify conversion breakdowns and partner with Client Development to proactively evolve the operating mod

Your Match

How well this role fits your profile.

Company Intel

What employees say

Worked at merceradvisors? Share your experience