Mercer Advisors logo
Mercer Advisors

A family office for your family.

Associate Vice President, Channel

Vice PresidentVice PresidentFull TimeRemoteMid LevelTeam 501-1,000Since 1985H1B No SponsorCompany SiteLinkedIn

Location

California + 1 moreAll locations: California | Colorado

Posted

65 days ago

Salary

$68K - $80K / year

Seniority

Mid Level

Bachelor DegreeEnglish

Job Description

Associate Vice President, Channel

Mercer Advisors

• Maintain Salesforce hygiene and data accuracy to support visibility, forecasting, and effective follow-through. • Manage pipeline upkeep and administrative follow-up to help protect opportunity flow and conversion. • Support advisor match and routing to help ensure timely response and appropriate lead handling. • Serve as a backup resource for inbound FC calls and support, as needed. • Coordinate Financial Planning Group (FPG) proposal requests and other sales support tasks that advance opportunities efficiently. • Manage wholesaling and FC-facing email support to improve responsiveness and consistency. • Protect speed-to-lead and overall responsiveness across the market through disciplined task execution and follow-up. • Support branch events and post-event follow-up activities in partnership with market leadership. • Support the Regional Vice President by collecting and organizing prospect data and personal details to facilitate a seamless new client onboarding process.

Job Requirements

  • Bachelor's degree in Business, Marketing, or a related field
  • Self-starter who thrives in a fast-paced, high-volume sales environment.
  • Comprehensive industry and investment management knowledge.
  • Excellent communication, presentation, listening, and analytical skills.
  • Ability to work independently and as part of a team.
  • Proven time management and organizational skills in high-volume, high-energy environments.
  • Experience determining the needs of partners and prospects through probing questions, offering solutions, and asking for the right actions.
  • Strong technical aptitude with proficiency in Microsoft Excel, Word, Outlook, and PowerPoint.
  • Flexibility to travel.

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 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

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