Director of Client Development - Financial Planning
Core
Lead a team of Financial Planners to create prospect financial plans that drive new client acquisition for Mercer Advisors.
Role type
Director of Financial Planning Operations (IC CFP practitioner)
Builds
Prospect financial plans and sales-driven financial outcomes
Domain
Financial Planning / Wealth Management
Deliverable
production ML models | product features | dashboards & analysis | client delivery | research | infrastructure | physical/clinical work
Required skills
CFP® certification, team leadership, capacity planning, workflow management, financial modeling, KPI development, process improvement, stakeholder management, strategic planning
Preferred skills
5+ years financial planning experience, prior management experience, eMoney proficiency, Salesforce proficiency, PowerBI proficiency
Technologies
eMoney, Salesforce, Microsoft Office Suite, Microsoft Teams, Zoom, PowerBI
Responsibilities
Hire, train, and mentor Financial Planners; manage planner capacity and workflow efficiency; produce prospect financial plans as an individual contributor; develop KPIs and financial reports for senior management; design process enhancements to support growth; collaborate with internal stakeholders to ensure strategic alignment
Seniority
Director, hands-on IC with team leadership