[Remote] Director of Client Development Financial Planning

Note: The job is a remote job and is open to candidates in USA. Mercer Advisors has been helping families with their financial lives for 40 years, and they are seeking a Director of Client Development Financial Planning. This role will oversee a team of Financial Planners focused on creating prospect financial plans to drive new client acquisition, while ensuring operational excellence and strategic planning for future growth. Responsibilities • Hire, train, mentor, and develop 13 Financial Planners supporting Client Development • Manage planner capacity, workflow, and deadlines; create strategic plans to absorb future growth and increased demand for prospect proposals • Serve as a CFP® practitioner, producing prospect financial plans to support client acquisition • Motivate and lead the team, ensuring accountability, full capacity utilization, and high-quality output • Develop KPIs, KPI tracking, financial modeling and KPI reporting. Responsibilities involve strategy development, execution and reporting to senior management on sales driven financial outcomes • Prepare accurate financial reports and performance dashboards for management • Design and implement process enhancements to unlock capacity, improve efficiency, and support process improvement • Identify and implement efficiencies in automation and quality delivery of our sales process • Drive engagement and alignment across internal stakeholders by collaborating with senior leaders, escalating critical issues, and identifying opportunities for improvement Skills • Minimum 5 years of financial planning experience • Strong knowledge of eMoney • Proficiency in Salesforce • Proficiency in Microsoft Office Suite • Proficiency in Microsoft Teams/Zoom • Proficiency in PowerBI • Exceptional orchestration skills • Outstanding written and verbal communication abilities • Proactive problem solver with high ownership • Adept at risk identification and mitigation • Thrives in a fast-paced, dynamic environment • Capable of strategic thinking and execution • Bachelor's degree from an accredited institution required • CFP® strongly preferred • Prior management experience ideal Benefits • Company Paid Basic Life & AD&D Insurance • Company Paid Short-Term and Long-Term Disability Insurance • Supplemental Life & AD 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 Company Overview • Mercer 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/. Company H1B Sponsorship • Mercer Advisors has a track record of offering H1B sponsorships, with 2 in 2025, 1 in 2024. Please note that this does not guarantee sponsorship for this specific role.