Regional Vice President, UHNW (San Francisco Bay Area)

Mercer Advisors is a different kind of wealth management firm. We exist so that our clients don’t have to worry about money. Our firm was founded in 1985, on the belief that families at all wealth levels would benefit from a fully unified approach to managing their money – “A family office for your family.” We connect the dots of our clients’ financial lives by unifying planning, investing, taxes, estate, insurance, trust, and more. Today, we proudly serve over 25,000 families, across over 90 cities, with over $45 Billion in assets entrusted to our care. And we do this as an independent, national fiduciary – which means we are committed to always working in the clients’ best interest.

When you join our team, you will find that it is different from what you typically see in our industry. Our client-facing professionals of in-house experts are 50% women, as is our overall employee base. We bring together the best talent wherever they live –with no formal headquarters, and many flexible working arrangements – so we can assemble the best team.

Job Summary:

The Regional Vice President, UHNW is responsible for growing our RIA referral platform. The successful candidate will be responsible for identifying, initiating, developing and maintaining relationships with our UHNW prospects, with the focus on driving sales momentum for our financial planning teams. This partnership will support Mercer’s efforts to attract new ultra-high net worth clients and families. The Regional Vice President will work in a client-focused, team-centered environment.

Essential Job Functions for the Regional Vice President will include:

• Proven ability to close UHNW wealth management prospects
• Seamlessly work as an integral part of the client relationship building process and business development activities between the sales and wealth management teams
• Comfortable working with prospects in person or over Zoom/phone
• Self-starter who thrives in a fast paced, high-volume sales environment
• Effectively build and manage a sales pipeline through organized outreach (mail, email, phone), local events and meetings.
• Implementing company policies and procedures
• Ensuring adherence to company standards
• Performing other duties as assigned
  
  

Required Knowledge, Skills, and Abilities:

• Bachelor’s degree preferred or equivalent experience
• At least 5 years of successful sales experience in the financial services industry with demonstrated experience engaging UHNW clients
• Series 65 or combination of Series 7 and Series 66 license required unless candidate holds one of the following credentials: 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.
• Comprehensive industry and investment management knowledge
• Experience using CRM systems (Salesforce preferred)
• Excellent communication, presentation, listening and analytical skills.
• Proven time management and organizational skills in high-volume, high-energy environments
• Experience determining the needs of partners and prospects through probing questions, offering solutions and asking for the right actions.
• Strong computer aptitude with proficiency in MS Excel, Word, Outlook and PowerPoint
• Flexibility to travel up to 30-40%
  
  

Work Schedule: Position will include daytime and evening hours.

Location: San Francisco, CA

Working Conditions: Professional or home office environment. Traveling, standing and sitting.

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.