Director, Direct Client Development
Core
Provide leadership to the Direct Client Development team, driving new client growth and expanding the client base for Mercer Advisors' financial planning and investment management services.
Role type
Director, Direct Client Development (Sales Leadership)
Builds
New client relationships and expanded client base for a Registered Investment Advisor (RIA) firm
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Sales team management, strategic sales planning, performance coaching, data analysis, sales process optimization, stakeholder influence
Preferred skills
Financial services industry experience, high-volume sales, relationship management, digital marketing intelligence tools
Technologies
Salesforce, MS Office Suite
Responsibilities
Lead, coach, and develop Regional Vice Presidents (RVPs); design and execute strategies to drive new client growth; establish and drive team goals aligned with departmental objectives; improve RVP productivity through sales process and technology initiatives; monitor sales and operational records.
Seniority
Director, strategic leadership & team management