Associate Vice President (San Francisco, CA)

📋 Description

• • The Associate Vice President at Mercer Advisors supports organic growth by developing and maintaining relationships with financial consultants and prospective clients, driving sales momentum across the organization.
• • Day-to-day responsibilities include scheduling meetings with prospects and clients, qualifying and scheduling Wealth Path and Custom Wealth referrals, managing the sales pipeline, taking detailed meeting notes, updating CRM systems, aiding local Vice Presidents and Wealth Advisors with case preparation and event planning, coordinating client hand-offs to onboarding, and scheduling events such as client meetings, webinars, and industry conferences.
• • Mercer Advisors is a national, independent fiduciary firm ranked #1 RIA by Barron’s, serving over 31,300 families across 90+ U.S. cities. The company integrates financial planning, investment management, tax, estate, and insurance services under one team, with a commitment to diversity (50% women in employee and client-facing teams) and flexible, remote-friendly work arrangements.
• • In this role, the individual will develop expertise in financial services sales, CRM management, lead nurturing, and client relationship development, positioning them for advancement to Regional Vice President while contributing to the firm’s mission of simplifying and amplifying clients’ financial lives.