For nearly 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.

Job Summary:

The SVP, Sales Revenue & Operations, is a senior leader at Mercer Advisors on our Client Development team and will partner with the Head of Client Development to maximize the productivity and effectiveness of our sales teams. This position will create, monitor and analyze sales performance metrics to identify areas for improvement and growth opportunities. They will build and manage sales partnerships, work closely with key leaders, manage program reviews, and lead strategic discussions. This role will collaborate with internal teams to drive improved prospect conversion rates and support the sales process with relevant tools and materials. They will design and implement training sessions, draft sales playbooks, and lead programming to elevate the team’s capabilities and revenue output. Additionally, they will develop and maintain accurate sales reports and dashboards while sharing insights and recommendations with senior leadership.

Essential Job Functions for this role include:

Sales Program and Revenue Management:

o Monitor and analyze sales performance metrics to identify areas for improvement and growth opportunities

o Drive material increases in both prospect-to-client conversion rates and firm revenue per Client Development headcount

o Build out channel, direct, and community partnerships for the maximum benefit of Mercer Advisors, our custodial partners, financial consultants, and clients

o Orchestrate periodic program reviews with senior leaders and more regular interactions with key regional leaders

o Assist with issue resolution regarding issues like client inquiries/complaints, revenue share fee modifications and other program related topics

Sales Technology and Enablement:

o Collaborate with sales technology and enablement teams to drive outcomes that improve conversion rates and enhance sales effectiveness and capabilities including executive scorecards, pipeline reporting, and the evolution of our CRM

o Includes process partnering with technology teams to implement effective sales technology

o Build out tools and materials to support RVPs in the sales process, in partnership with product marketing

o Partner with marketing to create an updated and relevant marketing library of centralized resources for use with all of sales

o Ensure delivery of training on how to articulate our value proposition and use materials

Sales Training & Development:

o Design and implement periodic training and small group sessions to elevate sales team effectiveness

o Collaborate with sales leaders and tenured sales team members to draft and document sales playbooks across channel, direct, and community sales groups

o Organize and lead program training, including development bootcamps for new RVPs and continued development for tenured RVPs (as needed)

Reporting and Data Oversight:

o Oversee the development and maintenance of accurate sales reports and dashboards to provide visibility into sales performance.

o Analyze sales data to identify trends, challenges, and opportunities for improvement.

o Communicate key insights and recommendations to executive leadership to inform strategic decision-making.

Territory Design & Management:

o Oversee territory management and optimization based on a clear principled-based framework

o Oversee performance management framework for RVPs, including target setting

o Lead monthly ‘divisional reviews’ to review coverage, performance of individual markets, branches, and RVPs

o Identify need for new territories and RVPs, and manage EMD collaboration of RVP assignments

Initiative Leadership:

o Lead key initiatives across the firm to drive revenue growth and operational efficiency.

o Develop and implement innovative strategies to enhance the sales process and customer experience.

o Foster a culture of continuous improvement and excellence within the sales organization through structured feedback loops.

Contribution to Overall Firm Success:

o Actively participate in vision sessions, project committees, working groups, and business priority development for the enterprise

o Attend company workshops or lectures and speak to groups of existing clients, potential clients and employees when called upon

o Implement and enforce company policies and procedures

Leadership Success Factors:

o Client Focused. Puts clients at the heart of everything the organization does; for instance, they understand the needs of clients, create distinctive value, and build meaningful relationships with those clients

o Sales and Relationship Management Expertise. Experience and proven success in relationship management and sales functions. Proven ability to help develop a multi-pronged approach to successful sales strategies with success in executing against them to achieve short and long-term business objectives.

o Speed & Drive for Results. Ensure milestones are accomplished at a rapid pace; for instance, they evoke ownership and accountability, streamline processes and structure, and reallocate resources quickly and flexibly.

o Insights and Critical Thinking. Analytically minded, data-driven; able to see patterns in evolving landscape and make recommendations and create and execute plans to improve performance

o Lead Innovation. Encourages and leads change through collaboration. For instance, they scale and invest in new ideas, create environments that encourage experimentation, and make people feel safe to share their ideas freely.

o High Growth Environment. Demonstrated success in a high-growth, entrepreneurial environment. Energized by moving fast and aligning teams to continuously improve processes and results.

Knowledge, Skills, and Abilities:

· 15+ years of developing relationships with sales professionals including specialization in new relationship development

· A client centric sales leader with proven experience mentoring, managing and influencing others

· Outstanding presentation and negotiation skills - ability to think dynamically, listen, persuade, and develop mutually beneficial solutions

· Excellent interpersonal skills and ability to relate to people of all levels

· Bachelor’s degree in business administration or other applicable business discipline required; Advanced degree in industry (e.g. CFP, CFA) preferred

Work Schedule:

This professional role requires availability Monday through Friday, 8:00 AM – 5:00 PM with flexibility to work different hours to meet internal and external client needs. This role also requires flexibility to travel.

Working Conditions:

Professional office environment, daytime hours, working inside, standing, and sitting, will be assigned to a workstation, no heavy lifting over 10 lbs.

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 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

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

Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws. Mercer Advisors provides equal employment opportunity in all aspects of employment and employee relations, including recruitment, hiring, training and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and all other terms, conditions, and privileges of employment in accordance with applicable federal, state, and local laws.

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