Associate Vice President, Channel

This is a fully remote position, open to applicants in California.

📋 Description

• Ensure the cleanliness and accuracy of Salesforce data to enhance visibility, forecasting, and effective follow-up.

• Oversee the management of the pipeline and administrative follow-up to safeguard the flow and conversion of opportunities.

• Assist with advisor matching and routing to guarantee prompt responses and appropriate handling of leads.

• Act as a backup resource for incoming FC calls and provide support as necessary.

• Organize Financial Planning Group (FPG) proposal requests and other sales support activities to efficiently advance opportunities.

• Handle wholesaling and FC-facing email support to boost responsiveness and consistency.

• Ensure speed-to-lead and overall responsiveness across the market through disciplined execution of tasks and follow-ups.

• Collaborate with market leadership to support branch events and conduct post-event follow-up activities.

• Assist the Regional Vice President by gathering and organizing prospect data and personal information to streamline the onboarding process for new clients.

• Enhance the capacity of the Regional Vice President, improve speed-to-lead, boost conversion rates, and elevate the overall experience for prospects.

• Primarily provide internal sales execution support, with occasional external contact to assist RVP, FC, and advisor communications and follow-up.

⛳️ Requirements

• Proficient in Salesforce or comparable CRM platforms.

• Minimum of 2 years of experience in financial services, sales support, or sales operations.

• Bachelor's degree in Business, Marketing, or a related discipline.

• Self-motivated individual who excels in a dynamic, high-volume sales environment.

• Extensive knowledge of the industry and investment management.

• Exceptional communication, presentation, listening, and analytical abilities.

• Capacity to work both independently and collaboratively within a team.

• Demonstrated time management and organizational skills in high-volume, high-energy settings.

• Experience in assessing the needs of partners and prospects through probing inquiries, providing solutions, and requesting appropriate actions.

• Strong technical skills with expertise in Microsoft Excel, Word, Outlook, and PowerPoint.

• Willingness to travel as required.

• Position involves both daytime and evening hours.

🏝️ Benefits

• Company Paid Basic Life & AD&D Insurance

• Company Paid Short-Term and Long-Term Disability Insurance

• Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance

• Three Cigna medical plan options, 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 for those enrolled in either HDHP medical plan.

• Two comprehensive Dental Plan options

• Vision Insurance Plan

• Dependent Care Savings Account for child and dependent care expenses.

• 14 Company Paid Holidays, including a full week off during Thanksgiving.

• Generous paid time off policy for vacation and sick days.

• Employee Assistance Plan

• Family Medical Leave

• Paid Parental Leave of 8 weeks

• Maternity benefits that utilize company-paid STD, any supplemental STD, plus Parental Leave (8 weeks) to allow time for recovery, bonding with the baby, and enjoying family time.

• Adoption Assistance Reimbursement Program

• Company Paid Concierge Services for you and your loved ones, addressing caring needs for aging parents, young children, and life's challenges.

• 401(k) Retirement Plan with both Traditional and Roth options, including per pay period match and an after-tax option.

• Pet Insurance

• Personalized financial planning and guidance from Mercer Advisors professionals, available at preferred employee pricing.