Regional Vice President, Community (Denver, CO)

Requirements

• Bachelor's degree preferred or equivalent experience.
• 5+ years of successful sales experience in financial services.
• CFP® (Certified Financial Planning) designation preferred.
• Experience using CRM systems, preferably Salesforce, and managing sales pipelines.
• Demonstrated success building relationships with prospective clients and understanding their needs.
• Self-motivated and highly coachable, with a growth-oriented mindset; willing, eager, unafraid, process-oriented, flexible, and a strong team player.
• Strong understanding of the financial services industry and investment management.
• Passion for helping clients achieve their financial goals.
• Proven time management, organizational, and follow-through skills in high-volume, fast-paced environments.
• Strong computer proficiency, including Microsoft Excel, Word, Outlook, and PowerPoint.
• Flexibility to travel as needed.
• Work Schedule:
• 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.
• All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period.
• Working Conditions:
• This

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 Regional Vice President I (RVP I) builds strong relationships with internal stakeholders and prospective clients to help individuals and families identify the wealth management solutions that best meet their needs. This role drives sales momentum in a collaborative, client-focused environment by combining business development, consultative selling, community engagement, and disciplined pipeline management. Essential Job Functions for this role include: Engage prospective wealth management clients by phone, video, and in person to understand their goals and introduce Mercer's capabilities. Generate opportunities through advisor referrals, internal leads, help with estate distribution conversations, and other market-defined opportunities. Leverage financial services knowledge and internal resources to create meaningful value for prospective clients, present tailored solutions, and support new partner firms alongside existing Regional Vice Presidents as an additional resource. Own the sales pipeline from initial outreach through conversion and follow-up, delivering a best-in-class prospect experience. Execute pinpoint campaigns, targeted outreach, and business development efforts with centers of influence, local nonprofits, and Mercer for Your Company opportunities. Demonstrate initiative, professionalism, and a growth mindset within a fast-growing, high-visibility area of the business, while actively seeking opportunities for development and impact. Support local events through on-site execution, relationship building, and post-event outreach to prospects and attendees. Maintain strong data organization and operational discipline across systems and tools, including AIdentified, to support outreach effectiveness, prospect tracking, and pipeline visibility.

Your Match

How well this role fits your profile.

Company Intel

What employees say

Worked at merceradvisors? Share your experience