Director, Client Development Proposal Strategy & Operations

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 42,800+ families across 110+ 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:

Mercer Advisors is looking for an exceptional operator to lead our Proposals program — the team responsible for designing, building, and continuously improving the financial planning proposals that drive new client acquisition. This is a high-visibility role at the intersection of operational strategy, process design, and field enablement.

The right person for this role is a strategic thinker who can look at a complex, high-volume process and see exactly where the inefficiencies are hiding. You'll lead a dedicated team, own the full program roadmap, and serve as the subject matter expert on proposal strategy, capacity, and quality for the entire Client Development organization. If you have a Six Sigma background, a passion for process excellence, and the ability to inspire a team while simultaneously rolling up your sleeves, we want to hear from you.

• Own the Proposals program end-to-end — from strategy and roadmap to day-to-day execution and continuous optimization
• Lead and develop the Client Development financial planning team, setting a high standard for quality, speed, and responsiveness
• Conduct a rigorous assessment of the current proposals process — mapping workflows, identifying bottlenecks, and designing a future state that drives efficiency and improves advisor experience
• Build and manage a capacity model for the proposals function — ensuring the team is appropriately resourced for current volume and can scale with the business
• Define, track, and report on program success metrics — including turnaround time, win rates, revision rates, and team productivity
• Partner with field leadership to understand evolving proposal needs and translate those needs into program improvements
• Collaborate with Enablement to ensure advisors and RVPs are trained and equipped on the latest proposal tools and standards
• Lead the testing and rollout of new proposal tools, templates, and technologies — including AI-assisted drafting and automation
• Manage stakeholder relationships across field leadership, technology, and finance — keeping all parties aligned on program status and priorities
• Operational Oversight:
  Manage planner capacity, workflow, and deadlines; create strategic plans to absorb future growth and increased demand for prospect…