Associate Vice President - Channel; ATL​/Tampa

Atlanta;
Tampa

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.

* 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 .

The Associate Vice President is responsible for supporting the organic growth of the organization. The successful candidate will be responsible for developing and maintaining relationships with our financial consultants and prospective clients, with the focus on driving sales momentum across the sales organization through seamless communication. The Associate Vice President plays a crucial role supporting our Senior Vice Presidents and will work in a client-focused, team-centered environment to support Referral Sales, Channel Sales and/or Direct Sales efforts.

This role serves as a building block to Regional Vice President.

• Coordinate and schedule meetings with prospects, clients, and internal teams.
• Qualify and schedule Wealth Path and Custom Wealth referrals
• Ensure timely follow-ups and confirmations.

• Assist with lead generation and participate in Regional Sales Activities
• Maintain regular communication with prospects to nurture relationships and move them through the sales pipeline.
• Provide timely responses to inquiries and requests.
• Work with prospects over Zoom, phone and/or in person

• Monitor and manage the sales pipeline to ensure accurate forecasting and reporting.
• Track progress and identify opportunities for improvement.

• Take detailed meeting notes and update the CRM system with relevant information.
• Ensure all client interactions and updates are accurately recorded.

• Plan case preparation
• Assist with planning and holding wholesale events in nearby centers
• Assist with wholesaling sales emails

• Coordinate the transition of new clients from the sales process to the onboarding team.
• Ensure a smooth and efficient hand-off to maintain client satisfaction.

• Plan and schedule events, including client meetings, webinars, and industry conferences.
• Manage event logistics and ensure successful execution.

• Bachelor's degree in Business, Marketing, or a related field.
• At least 2 years of successful sales experience in the financial services industry
• Self-starter who thrives in a fast paced, high-volume sales environment
• Series 65 or Series 66 license or on track to achieve same unless candidate holds one of the following credentials:
  Certified Financial Planner™ (CFP®), Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA) or Chartered Investment Consultant (CIC)
• Comprehensive industry and investment management knowledge
• Experience using CRM systems (Salesforce preferred)
• Exc…