Director, Client Development Proposal Strategy & Operations

Job Description

Job Description

 

Why Work at Mercer Advisors?

For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.

Today, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients' best interests — always.*

Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.

Join us and help families amplify and simplify their financial lives with confidence.

* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here.

Job Summary:

Mercer Advisors is looking for an exceptional operator to lead our Proposals program — the team responsible for designing, building, and continuously improving the financial planning proposals that drive new client acquisition. This is a high-visibility role at the intersection of operational strategy, process design, and field enablement.

The right person for this role is a strategic thinker who can look at a complex, high-volume process and see exactly where the inefficiencies are hiding. You'll lead a dedicated team, own the full program roadmap, and serve as the subject matter expert on proposal strategy, capacity, and quality for the entire Client Development organization.

If you have a Six Sigma background, a passion for process excellence, and the ability to inspire a team while simultaneously rolling up your sleeves, we want to hear from you.

Essential Job Functions:

• Own the Proposals program end-to-end — from strategy and roadmap to day-to-day execution and continuous optimization
• Lead and develop the Client Development financial planning team, setting a high standard for quality, speed, and responsiveness
• Conduct a rigorous assessment of the current proposals process — mapping workflows, identifying bottlenecks, and designing a future state that drives efficiency and improves advisor experience
• Build and manage a capacity model for the proposals function — ensuring the team is appropriately resourced for current volume and can scale with the business
• Define, track, and report on program success metrics — including turnaround time, win rates, revision rates, and team productivity
• Partner with field leadership to understand evolving proposal needs and translate those needs into program improvements
• Collaborate with Enablement to ensure advisors and RVPs are trained and equipped on the latest proposal tools and standards
• Lead the testing and rollout of new proposal tools, templates, and technologies — including AI-assisted drafting and automation
• Manage stakeholder relationships across field leadership, technology, and finance — keeping all parties aligned on program status and priorities
• Operational Oversight: Manage planner capacity, workflow, and deadlines; create strategic plans to absorb future growth and increased demand for prospect proposals.
• Individual Contribution: Serve as a CFP® practitioner, producing prospect financial plans to support client acquisition.
• Performance Management: 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.
• Drive long-term strategy: 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.

Knowledge, Skills, and Abilities:

• 8–10 years of experience in operations, process improvement, or program management — ideally within financial services or a high-volume professional services environment
• Six Sigma certification (Green Belt or Black Belt) strongly preferred — you speak the language of process excellence and know how to apply it in a fast-moving organization
• Demonstrated experience with capacity modeling and resource planning — you've designed staffing models and can articulate the tradeoffs clearly to leadership
• Strong operational strategy background — you can think at the level of "how should this function be designed" and then execute the vision at the ground level
• Experience leading a team of direct reports — you coach, develop, and hold your team accountable with care and consistency
• Data-driven decision-maker — you don't rely on intuition alone; you measure what matters and use data to drive change
• Comfortable with ambiguity and comfortable building from scratch — this program is growing, and you'll help define what great looks like
• Excellent communicator — you can translate operational complexity into clear narratives for field leaders, senior executives, and your own team
• Proficiency with project management tools, workflow automation platforms, and CRM/proposal systems
• Technical Proficiency: Strong knowledge of eMoney; proficiency in Salesforce, Microsoft Office Suite, Microsoft Teams/Zoom, PowerBI.
• Leadership & Communication: Exceptional orchestration skills; outstanding written and verbal communication abilities.
• Problem-Solving & Ownership: Proactive problem solver with high ownership; adept at risk identification and mitigation.
• Adaptability: Thrives in a fast-paced, dynamic environment; capable of strategic thinking and execution.
• Education: Bachelor's degree from an accredited institution required.

Preferred Qualifications: 

• Familiarity with wealth management proposals, financial planning processes, or similar client-facing financial documents

• Experience implementing or optimizing AI tools within an operational function

• Track record of reducing cycle time and improving quality simultaneously in a high-volume environment

 

Work Schedule: Daytime and evening hours as needed.

Working Conditions: Professional office environment. Working inside. Standing and sitting.

Application Deadline : The initial deadline for applications is 09/23/2026. Applications submitted after this date may still be considered on a rolling basis until the position/program is filled. We encourage all interested candidates to apply as early as possible. If a final decision has not been made by the initial deadline, subsequent applications will be reviewed as they are received.

Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant's geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors' incentive compensation programs. 

Base Pay Range

$170,000—$200,000 USD

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 Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
• Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
• Kaiser Medical plans available in California
• Health Savings Account (HSA) with company contributions 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 including 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 (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 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 as well as an after-tax option
• Pet Insurance
• Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing

We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.

Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.

If you need an accommodation during the application or hiring process, please email View email address on us.fitly.work. This inbox is for accommodation requests only.

For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our  Applicant Notices and Employment Rights .

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