[Remote] Director of Client Development - Financial Planning

Note: The job is a remote job and is open to candidates in USA. Mercer Advisors is a leading firm in financial planning and investment management, dedicated to helping families simplify their financial lives. The Director of Client Development - Financial Planning will oversee a team of Financial Planners, ensuring operational excellence and driving new client acquisition through strategic planning and process improvements.ResponsibilitiesHire, train, mentor, and develop 13 Financial Planners supporting Client DevelopmentManage planner capacity, workflow, and deadlines; create strategic plans to absorb future growth and increased demand for prospect proposalsServe as a CFP® practitioner, producing prospect financial plans to support client acquisitionMotivate and lead the team, ensuring accountability, full capacity utilization, and high-quality outputDevelop KPIs, KPI tracking, financial modeling and KPI reporting. Responsibilities involve strategy development, execution and reporting to senior management on sales driven financial outcomesPrepare accurate financial reports and performance dashboards for managementDesign and implement process enhancements to unlock capacity, improve efficiency, and support process improvementIdentify and implement efficiencies in automation and quality delivery of our sales processDrive engagement and alignment across internal stakeholders by collaborating with senior leaders, escalating critical issues, and identifying opportunities for improvementSkillsCFP® strongly preferredMinimum 5 years of financial planning experience and prior management experience idealStrong knowledge of eMoney; proficiency in Salesforce, Microsoft Office Suite, Microsoft Teams/Zoom, PowerBIExceptional orchestration skills; outstanding written and verbal communication abilitiesProactive problem solver with high ownership; adept at risk identification and mitigationThrives in a fast-paced, dynamic environment; capable of strategic thinking and executionBachelor's degree from an accredited institution requiredBenefitsCompany Paid Basic Life & AD&D InsuranceCompany Paid Short-Term and Long-Term Disability InsuranceSupplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity InsuranceThree Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.Kaiser Medical plans available in CaliforniaHealth Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.Two comprehensive Dental PlansVision Insurance PlanDependent Care Savings Account for child and dependent care.14 Company Paid Holidays including a full week off at Thanksgiving.Generous paid time off program for vacation and sick daysEmployee Assistance PlanFamily Medical LeavePaid Parental Leave (8 weeks)Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.Adoption Assistance Reimbursement ProgramCompany 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 as well as an after-tax optionPet InsurancePersonalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricingCompany OverviewMercer Advisors is a full-service wealth management firm. It was founded in 1985, and is headquartered in Denver, Colorado, USA, with a workforce of 501-1000 employees. Its website is http://www.merceradvisors.com/.