Regional Vice President, Community (San Francisco, CA)

Regional Vice PresidentThe Regional Vice President will build relationships with clients and help them find a wealth management solution for their needs, driving sales momentum within a collaborative, client-focused environment.Essential Job Functions for this role include:Engage with potential wealth management clients over Zoom, phone, and/or in person to understand their needs and share how Mercer can helpDraw on financial expertise as well as resources across the organization to create distinct value for each client and present a tailored view of how Mercer can help achieve their goalsOwn your sales pipeline from start to finish, converting and nurturing potential clients to create a best-in-class experience for every potential clientAct as a self-motivated leader within a fast-growing, high-visibility arm of the organization and leverage opportunities for personal growthRequirements:Bachelor's degree preferred or equivalent experience.5+ years of successful sales experience in financial servicesSeries 65 or Series 66 license required – unless you hold one of the following designations and it qualifies for an exemption to the series 65 in the applicable state(s): 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.Experience using CRM systems (Salesforce preferred) and managing sales pipelinesExperience building relationships with and understanding the needs of potential clientsSelf-motivated, highly coachable attitude with a growth-oriented mindset and driveDeep understanding of financial services industry and investment managementPassion for helping clients achieve their financial goalsProven time management and organizational skills in high-volume, high-energy environmentsStrong computer aptitude with proficiency in MS Excel, Word, Outlook and PowerPointFlexibility to travelWork Schedule:This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs. All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period.Working Conditions:This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time.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, with significant earnings potential achievable through sales commissions in this role.Base pay range prior to sales incentives $119,000 —$140,000 USDBenefits: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 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 pricing