Maintain Salesforce hygiene and data accuracy to support visibility, forecasting, and effective follow-through.
Manage pipeline upkeep and administrative follow-up to help protect opportunity flow and conversion.
Support advisor match and routing to help ensure timely response and appropriate lead handling.
Serve as a backup resource for inbound FC calls and support, as needed.
Coordinate Financial Planning Group (FPG) proposal requests and other sales support tasks that advance opportunities efficiently.
Manage wholesaling and FC-facing email support to improve responsiveness and consistency.
Protect speed-to-lead and overall responsiveness across the market through disciplined task execution and follow-up.
Support branch events and post-event follow-up activities in partnership with market leadership.
Support the Regional Vice President by collecting and organizing prospect data and personal details to facilitate a seamless new client onboarding process.
Preferred Profile:
Highly organized and process driven.
Strong communicator with the ability to support timely, clear follow-up.
Detail oriented with a high standard for data accuracy and task execution.
Comfortable operating behind the scenes to improve execution and remove friction from the sales process.
Reliable partner for RVPs, helping preserve their time for selling and coaching.
Experience with Salesforce or similar CRM platforms.
Financial services, sales support, or sales operations experience.
Required Knowledge, Skills, and Abilities:
Bachelor's degree in Business, Marketing, or a related field
Self-starter who thrives in a fast-paced, high-volume sales environment.
Comprehensive industry and investment management knowledge.
Excellent communication, presentation, listening, and analytical skills.
Ability to work independently and as part of a team.
Proven time management and organizational skills in high-volume, high-energy environments.
Experience determining the needs of partners and prospects through probing questions, offering solutions, and asking for the right actions.
Strong technical aptitude with proficiency in Microsoft Excel, Word, Outlook, and PowerPoint.
Flexibility to travel.
Work Schedule: Position will include daytime and evening hours.
Working Conditions: Professional or home office environment. Traveling, standing and sitting.
#LI-Remote
Actual base pay
Benefits
Remote work optionsFlexible schedule
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 Associate Vice President, Channel is a sales operations and capacity enablement role designed to increase Regional Vice President (RVP) capacity, improve speed-to-lead, increase conversion, and elevate the overall prospect experience. Deployed to support the market and managed centrally, this role focuses on sales execution support, operational rigor, and responsiveness. The AVP removes friction from the sales process so RVPs can spend more time selling, developing Financial Consultant (FC) and advisor partnerships, and advancing opportunities. This position is primarily an internal support role, with occasional external contact in support of RVP, FC, and advisor communications and follow-up.
Merceradvisors · San Francisco