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18m ago

Director, Compounding Operations

Ro·Operations · Healthcare
🏢On-site
|Romeoville, United States of America
$175.5k - $206.5k USD/yr
compliance
19m ago

Machine Learning Engineer

Stripe·ML / AI Engineer · Financial technology
🏢Hybrid
|South San Francisco, United States of America
$212k - $318k USD/yr
apachedeep_learningmlml_algorithms+4
20m ago

Engineering Manager

Hadrian·General · Manufacturing
🏢On-site
|Los Angeles, United States of America|Relocation
$220k - $280k USD/yr
aicode_reviewdistributed_systemssoftware_architecture+1
20m ago

Site Reliability Director

Anduril Industries·General · Defense technology
🏢On-site
|Costa Mesa, United States of America
$253k - $336k USD/yr
automationcrmdistributed_systemserp+1
20m ago

Front End Engineer

Abridge·ReactJS · Healthcare technology
🏢Hybrid
|San Francisco, United States of America
$218k - $250k USD/yr
ai_toolsapidesign_systemselectron+5
21m ago

Full-Stack Engineer

Kindred·General Full-Stack Engineering · Travel technology and accommodation
📡Fully Remote
$190k - $220k USD/yr
apidata_science/data_engineeringexpographql+5
21m ago

Staff Software Engineer

Kong·WebDev · API and AI connectivity software
📡Remote In-Country
|San Francisco, United States of America
$150k - $275k USD/yr
gdprjwtoauthopenid_connect
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22m ago

Presales Onboarding Engineer

Starburst·Solutions Architect · Enterprise data and analytics software
🏢On-site
|India
data_science/data_engineeringdistributed_systemshadoopkubernetes+1
23m ago

Software Engineer

Imply·General Infra/Network · Data analytics software
📡Remote In-Country
|Burlingame, United States of America
$155k - $215k USD/yr
apiqa_automationawsazure+9
24m ago

iOS Engineer

EarnIn·iOS · Fintech
📡Remote In-Country
|Vancouver, Canada
$199k - $244k USD/yr
restapicombineintegration_testingios+5
25m ago

RCM Lead Specialist

Virta Health·Accounting · Healthcare
📡Remote In-Country
|United States of America
$59k - $76.5k USD/yr
datajirasalesforce
26m ago

Billing Specialist

Virta Health·Accounting · Healthcare
📡Remote In-Country
|United States of America
$54.5k - $70.5k USD/yr
ai_toolscollectionsnetsuite
26m ago

Collections Lead

Virta Health·Accounting · Healthcare
📡Remote In-Country
|United States of America
$64.5k - $83.5k USD/yr
salesforce
44m ago

Creative Intern

Hypebeast·Marketing/PR/Growth · Media
🏢On-site
|Hong Kong, Hong Kong
adobe_cloudai_toolsapiscanva+5
45m ago

Facilities Admin Officer

Ninja Van·General Administration · Logistics
🏢On-site
|Calamba, Philippines
budgeting
52m ago

Operations Intern

Emma – The Sleep Company·Operations · Consumer goods
🏢On-site
|Lisbon, Portugal
from €1250 EUR/mo
artificial_intelligenceanalyticsdataproject_management
53m ago

Working Student

SAP·Graphic/3D/2D Design · Enterprise software
🏢On-site
|Walldorf, Germany
adobe_cloudcontent_managementfigmaoffice365+2
53m ago

Finance Controller

Emma – The Sleep Company·Finance · E-commerce and consumer sleep products
🏢Hybrid
|Mexico City, Mexico
accountingifrsdynamicsexcel
54m ago

Strategy Operations Intern

SAP·Operations · Enterprise software and cloud technology
🏢On-site
|Ho Chi Minh City, Viet Nam
ai_toolsexcel
54m ago

UX Design Specialist

SAP America, Inc.·UX/UI · Enterprise software
🏢On-site
|Palo Alto, United States of America
$146.9k - $244.4k USD/yr
prototypingvisual_design
54m ago

Learning Specialist

SAP·Education · Enterprise software
🏢On-site
|Munich, Germany
erpllmoffice365software_testing
55m ago

AI Advisory Intern

SAP·Solutions Architect · Enterprise software
🏢On-site
|Newtown Square, United States of America
artificial_intelligencedata_science/data_engineeringerpml+1
55m ago

Technical Expert

SAP·General · Enterprise software and cloud services
🏢On-site
|Bangalore, India
databaseslinuxnetworksproject_management+2
57m ago

Security Compliance Expert

SAP·General InfoSec · Enterprise software and cloud computing
🏢On-site
|Berlin, Germany
ai_toolsiso_27001
59m ago

User Acquisition Manager

UPLIVE Company·Performance / Growth Marketing · Mobile gaming
🏢On-site
|Ho Chi Minh City, Viet Nam
analyticsapplovincohort_analysiscompetitor_analysis+3
1h 6m ago

Business Development Director

Adobe·Business Development · Software and digital media
🏢On-site
|New York
$176.9k - $323.3k USD/yr
business_development
1h 9m ago

Sales Development Representative

SOTI·Sales/Customer Success/Key Account Management · Enterprise mobility technology
🏢On-site
|Gurgaon, India
networkingsalesforce
1h 14m ago

Systems Analyst

Anduril Industries·General · Defense technology
🏢On-site
|Abu Dhabi|Relocation
performance_marketinganalyticspythonyaml
1h 15m ago

Product Manager

Foodics·Product Management · Fintech
🏢On-site
|Riyadh, Saudi Arabia
ab_tetingfintechproduct_developmentproduct_management
1h 15m ago

Technical Recruiter

Anduril Industries·Recruitment/Talent Acquisition · Defense technology
📡Remote In-Country
|Costa Mesa, United States of America
$60 - $80 USD/hr
boolean_searchprocess_automation
1h 20m ago

Model Validation Specialist

Robinhood·General Legal · Financial Services
🏢Hybrid
|Denver, United States of America
$106k - $160k USD/yr
ai_toolsautomationdata_science/data_engineeringpython+3
1h 21m ago

Firmware Engineer

Samsara·General · Internet of Things
📡Fully Remote
|San Francisco
$162.4k - $290k USD/yr
qa_automationawsbashbuildroot+11
1h 22m ago

Product Builder

ShopBack·Product Management · E-commerce and financial technology
🏢On-site
|Singapore, Singapore
ai_toolstest_casesusability_testing
1h 25m ago

Data Scientist

Discord·Data Scientist (AI/ML) · Gaming and social platform
📡Remote In-Country
|San Francisco, United States of America|Relocation
$279k - $310k USD/yr
pythonrsqlstatistical_analysis
1h 35m ago

Accounting Analyst

Kraken·Accounting · Cryptocurrency and financial services
📡Remote In-Country
|United States of America
$47.3k - $94.6k USD/yr
cryptocurrenciesdataexcelnetsuite+2
1h 35m ago

Creative Designer

Lalamove·Motion Graphics/Video Editor · Logistics and delivery
🏢On-site
|Ho Chi Minh City, Viet Nam
adobe_cloudphotoshopanimationux_ui+1
1h 36m ago

Rust Software Engineer

Payward·Rust · Financial technology and cryptocurrency
📡Fully Remote
asynchronous_programmingdebuggingdistributed_systemskafka+5
1h 36m ago

Business Development Associate

Lalamove·Business Development · Logistics
🏢On-site
|Mexico City, Mexico
b2b_salescrmcustomer_servicedatabases+1
1h 38m ago

Business Development Manager

Everpure·Business Development · Data storage technology
🏢On-site
|Santa Clara, United States of America
$153k - $230k USD/yr
analyticscrmsalesforce
1h 39m ago

Product Manager

Rain·Product Management · Fintech
🏢On-site
|New York, United States of America
$50k - $999k USD/yr
apisblockchaindistributed_systemsmonitoring+3
1h 41m ago

Test Software Engineer

Roku·Automation QA · Streaming media technology
🏢Hybrid
|Cambridge, United Kingdom
artificial_intelligenceawsperformance_marketingci/cd+7
1h 41m ago

General Application

BleiStahl Produktions GmbH & Co. KG·General · Automotive manufacturing
🏢Hybrid
|Wetter, Germany
1h 41m ago

Regulatory Affairs Assistant

PUREN Pharma GmbH & Co. KG·General Legal · Pharmaceuticals
📡Remote In-Country
|Munich, Germany
office365
1h 42m ago

Customer Success Manager

PostHog·Sales/Customer Success/Key Account Management · Software
📡Fully Remote
$226k - $247k USD/yr
ab_tetingdebuggingproduct_analyticsslack+2
1h 42m ago

Policy Intern

AOK Baden-Württemberg·Operations · Health Insurance and Social Services
🏢On-site
|Germany
from €500 EUR/mo
excel
1h 43m ago

Key Account Manager

VAG-Armaturen GmbH·Sales/Customer Success/Key Account Management · Industrial valve manufacturing
📡Remote In-Country
|Mannheim, Germany
market_analysis
1h 43m ago

Creator Operations Lead

TikTok·Operations · Social Media and Digital Entertainment
🏢On-site
|Jakarta, Indonesia
team_management
1h 43m ago

Music Teacher

Practicing Musician·Education · EdTech and Music Education
📡Fully Remote
$62k USD/yr
1h 43m ago

Process Engineer

Norican Group·General · Industrial machinery manufacturing
🏢Hybrid
|Wiehl, Germany
product_development
1h 44m ago

Music Teacher

Practicing Musician·Education · Education technology
📡Fully Remote
$30 USD/hr

Regional Vice President

Mercer Advisors | Sales/Customer Success/Key Account Management | Financial Services
Hybrid
Full Time
United States of America, San Francisco
$127.5k - $150k USD/yr

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 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:

The Regional Vice President will build relationships with clients and help them find a wealth management solution for their needs, driving sales momentum within a collaborative, client-focused environment.

Essential Job Functions for this role include:

  • Engage with potential wealth management clients over Zoom, phone, and/or in person to understand their needs and share how Mercer can help
  • Draw on financial expertise as well as resources across the organization to create distinct value for each client and present a tailored view of how Mercer can help achieve their goals
  • Own your sales pipeline from start to finish, converting and nurturing potential clients to create a best-in-class experience for every potential client
  • Act as a self-motivated leader within a fast-growing, high-visibility arm of the organization and leverage opportunities for personal growth 

Requirements:

  • Bachelor’s degree preferred or equivalent experience.
  • 5+ years of successful sales experience in financial services
  • Series 65 or Series 66 license required – unless you hold one of the following designations and it qualifies for an exemption to the series 65 in the applicable state(s): Certified Financial Planner™ (CFP®), Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA) or Chartered Investment Consultant (CIC).
  • CFP® (Certified Financial Planning) designation preferred.
  • Experience using CRM systems (Salesforce preferred) and managing sales pipelines
  • Experience building relationships with and understanding the needs of potential clients
  • Self-motivated, highly coachable attitude with a growth-oriented mindset and drive
  • Deep understanding of financial services industry and investment management
  • Passion for helping clients achieve their financial goals
  • Proven time management and organizational skills in high-volume, high-energy environments
  • Strong computer aptitude with proficiency in MS Excel, Word, Outlook and PowerPoint
  • Flexibility to travel

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 position may be in a professional office environment or a dedicated home office workspace which is free of interruptions.  Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements.  Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs.

#LI-Hybrid

Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications.  This position is also eligible to earn incentive compensation through one of Mercer Advisors’ incentive compensation programs. 

Base Pay Range

$127,500 - $150,000 USD

Benefits:

Mercer Advisors offers a competitive and robust benefit package to our employees.   Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:

  • 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 Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
  • Kaiser Medical plans available in California
  • Health Savings Account (HSA) with company contributions 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 including 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 (8 weeks)
  • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 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 as well as an after-tax option
  • Pet Insurance
  • Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing

We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.

Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.

If you need an accommodation during the application or hiring process, please email PeopleTeam@merceradvisors.com. This inbox is for accommodation requests only.

For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights.

If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here.
CCPA Notice at Collection

Required Skills

crmfinancial_planningexcelms_powerpointms_wordsalesforce

Required Languages

🇬🇧 English

Key competency: Sales/Customer Success/Key Account Management
Roles
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