Director of Client Development – Financial Planning

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

📋 Description

• Lead a team of Financial Planners focused on developing financial plans for prospects to facilitate new client acquisition.

• Recruit, train, mentor, and nurture 13 Financial Planners to support Client Development initiatives.

• Oversee planner capacity, manage workflow, and ensure adherence to deadlines.

• Formulate strategic plans to accommodate future growth and increased demand for prospect proposals.

• Act as a CFP® practitioner, creating prospect financial plans to assist in client acquisition.

• Inspire and guide the team while promoting accountability, optimal capacity utilization, and high-quality outputs.

• Establish KPIs, manage KPI tracking, financial modeling, and KPI reporting.

• Develop strategies, execute plans, and report to senior management on financially driven sales outcomes.

• Generate precise financial reports and performance dashboards for management review.

• Design and implement process improvements to enhance capacity and efficiency.

• Identify and execute efficiencies in automation and the quality delivery of the sales process.

• Foster engagement and alignment among internal stakeholders.

• Collaborate with senior leaders, address critical issues, and pinpoint opportunities for enhancement.

• Ensure strategic alignment, promote shared accountability, and nurture seamless cross-functional collaboration.

⛳️ Requirements

• CFP® designation is strongly preferred.

• A minimum of 5 years of experience in financial planning is required.

• Previous management experience is highly desirable.

• Strong proficiency in eMoney.

• Expertise in Salesforce.

• Proficient in Microsoft Office Suite.

• Skilled in Microsoft Teams/Zoom.

• Proficient in PowerBI.

• Exceptional organizational skills.

• Excellent written and verbal communication skills.

• Proactive approach to problem-solving with a strong sense of ownership.

• Ability to identify and mitigate potential risks.

• Capability to thrive in a fast-paced and dynamic environment.

• Strong strategic thinking and execution abilities.

• A Bachelor’s degree from an accredited institution is required.

• Availability for daytime and evening hours as necessary.

🏝️ 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 offered in California.

• Health Savings Account (HSA) with company contributions for those enrolled in either HDHP medical plan.

• Two comprehensive Dental Plans.

• 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 program for both vacation and sick days.

• Employee Assistance Plan.

• Family Medical Leave.

• Paid Parental Leave of 8 weeks.

• Maternity benefits utilizing company-paid STD, any supplemental STD, plus 8 weeks of Parental Leave for recovery, bonding, and family time.

• Adoption Assistance Reimbursement Program.

• Company Paid Concierge Services for you and your loved ones, addressing the diverse needs of aging parents, young children, and life’s challenges.

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

• Pet Insurance.

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

• Eligibility for incentive compensation through one of Mercer Advisors’ incentive compensation programs.