[Remote] Director of Client Development Financial Planning

Note: The job is a remote job and is open to candidates in USA. Mercer Advisors has been helping families with their financial lives for 40 years, and they are seeking a Director of Client Development Financial Planning. This role will oversee a team of Financial Planners focused on creating prospect financial plans to drive new client acquisition, while ensuring operational excellence and strategic planning for future growth.

Responsibilities

• Hire, train, mentor, and develop 13 Financial Planners supporting Client Development
• Manage planner capacity, workflow, and deadlines; create strategic plans to absorb future growth and increased demand for prospect proposals
• Serve as a CFP® practitioner, producing prospect financial plans to support client acquisition
• Motivate and lead the team, ensuring accountability, full capacity utilization, and high-quality output
• Develop KPIs, KPI tracking, financial modeling and KPI reporting. Responsibilities involve strategy development, execution and reporting to senior management on sales driven financial outcomes
• Prepare accurate financial reports and performance dashboards for management
• Design and implement process enhancements to unlock capacity, improve efficiency, and support process improvement
• Identify and implement efficiencies in automation and quality delivery of our sales process
• Drive engagement and alignment across internal stakeholders by collaborating with senior leaders, escalating critical issues, and identifying opportunities for improvement

Skills

• Minimum 5 years of financial planning experience
• Strong knowledge of eMoney
• Proficiency in Salesforce
• Proficiency in Microsoft Office Suite
• Proficiency in Microsoft Teams/Zoom
• Proficiency in PowerBI
• Exceptional orchestration skills
• Outstanding written and verbal communication abilities
• Proactive problem solver with high ownership
• Adept at risk identification and mitigation
• Thrives in a fast-paced, dynamic environment
• Capable of strategic thinking and execution
• Bachelor's degree from an accredited institution required
• CFP® strongly preferred
• Prior management experience ideal

Benefits

• Company Paid Basic Life & AD&D Insurance
• Company Paid Short-Term and Long-Term Disability Insurance
• Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
• Three medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
• Health Savings Account (HSA) with company contributions on a per pay period basis if enrolled in either HDHP medical plan.
• Two comprehensive Dental Plans
• Vision Insurance Plan
• Dependent Care Savings Account for child and dependent care.
• 14 Company Paid Holidays with a full week off at Thanksgiving.
• Generous paid time off program for vacation and sick days
• Employee Assistance Plan
• Family Medical Leave
• Paid Parental Leave (6 weeks)
• Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 weeks) to provide time for recovery, baby bonding, and enjoying your family time.
• Adoption Assistance Reimbursement Program
• Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.
• 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match
• Pet Insurance

Company Overview

• Mercer Advisors is a full-service wealth management firm. It was founded in 1985, and is headquartered in Denver, Colorado, USA, with a workforce of 501-1000 employees. Its website is http://www.merceradvisors.com/.

Company H1B Sponsorship

• Mercer Advisors has a track record of offering H1B sponsorships, with 2 in 2025, 1 in 2024. Please note that this does not guarantee sponsorship for this specific role.

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