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Managing Director, Community Client Development

Community ManagerCommunity ManagerOtherRemoteMid LevelTeam 11-50H1B No SponsorCompany SiteLinkedIn

Location

United States

Posted

116 days ago

Salary

$170K - $200K / year

Seniority

Mid Level

Bachelor Degree10 yrs expEnglishCRMSalesforce

Job Description

Managing Director, Community Client Development

Anomalo

Why Work at Mercer Advisors? For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.* Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible. Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country. * 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. The Managing Director, Client Development, will be responsible for playing a leading role in our organic growth strategy and for coaching and managing the Sales team in their assigned markets.  This role is a face of Mercer Advisors in the markets and supports organic growth through the addition of new clients. The Managing Director, Client Development, is also expected to contribute to Mercer Advisors overall through active engagement in leadership committees, strategic initiatives, and corporate programs. Essential Job Functions for this role include: Works with Client Development Leadership to help design and implement strategies that drive new client growth. Manages and leads Reginal Vice Presidents to ensure they are meeting and exceeding performance objectives & achieving their full potential. Directly engages in high value prospect opportunities and wholesaling opportunities (side by side with RVPs). Effectively coaches and mentors Regional Vice Presidents, assists in training new RVPs as they join the team. Improves RVPs productivity by sponsoring critical national initiatives to improve the sales process, marketing materials, technology and training beyond their own market. Acts as an Ambassador of Mercer Advisors and supports the sales team to foster positive partner and new client relationships by maintaining relationships with key members of partner teams. Ensures adherence to company performance standards as well as company policies and procedures. Knowledge, Skills, and Abilities: Bachelor’s degree. At least 15 years of experience building relationships with and mentoring and managing financial services professionals, guiding teams to realize their potential, building culture, evaluating performance, recruiting, ensuring clear and consistent communication. Track record of success in helping sales professionals grow their practices in a client centric model; Creating an environment where high-touch client experience is the norm; escalating and dealing with issues when necessary. Experience communicating the benefits of a wealth management platform to potential clients and M&A partners; Telling the firm’s story when working with RVPs in the channels as well as in the M&A sales process. Negotiation experience that involves listening, persuading, and developing mutually beneficial solutions Excellent Client Focus and client-oriented position, but sales aptitude and experience are also highly desired Strong decision-making, judgement, problem-solving, analysis and project management skills Series 65 or Series 66 or CFP Experience using CRM systems (Salesforce preferred) Flexibility to travel 40% of the time. Work Schedule: This professional role requires availability Monday through Friday, 8:00 AM – 5:00 PM. Working Conditions: Professional office environment, daytime hours, working inside, standing, and sitting, will be assigned to a workstation. 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&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance Three medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan. Health Savings Account (HSA) with company contributions on a per pay period basis 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 with 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 (6 weeks) Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 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 Pet Insurance We are not accepting unsolicited resumes from agencies and/or search firms for this job posting. Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws. Mercer Advisors provides equal employment opportunity in all aspects of employment and employee relations, including recruitment, hiring, training and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and all other terms, conditions, and privileges of employment in accordance with applicable federal, state, and local laws. If you need an accommodation seeking employment with Mercer Advisors, please email PeopleTeam@merceradvisors.com. Accommodations are made on a case-by-case basis. This email is for accommodation requests only. We are unable to respond to general inquiries sent to this email address. Applicants have rights under federal employment laws: Family and Medical Leave Act (FMLA) Employee Polygraph Protection Act (EPPA) Equal Employment Opportunity (EEO) U.S. Federal law requires all employers to verify the identity and employment eligibility of all persons hired to work in the United States. Mercer Advisors participate in E-Verify to confirm work authorization. E-Verify Right to Work If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here. CCPA Notice at Collection

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Jobs for the Future (JFF) drives transformation of the U.S. education and workforce systems to achieve economic advancement for all. Our goal is to align education, workforce, and employment changemakers toward a shared North Star: By 2033, 75 million people facing systemic barriers to advancement will work in quality jobs. We design solutions, scale best practices, influence policy and action, and invest in innovation. With a staff of more than 200 people across the country, we operate at the national, state, and local levels, forging deep partnerships with employers, investors, entrepreneurs, policymakers, and education and workforce development providers.

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We're always looking for amazing talent at JFF! If you don't see an open role that would be a good fit for you, but want to remain a part of our talent network and community, please submit your resume here. We are experiencing a period of unprecedented growth, so submitting your resume will allow JFF’s People & Culture Team to reach out to you when relevant opportunities arise. Learn more about us below! ABOUT JFF Jobs for the Future (JFF) drives transformation of the U.S. education and workforce systems to achieve equitable economic advancement for all. Seeing that millions of people are unfairly shut out of quality jobs and the chance for a better life, our goal is to align education, workforce, and employment change-makers and systems toward a shared North Star: In 10 years, 75 million people facing systemic barriers to advancement will work in quality jobs. To achieve that goal, we design solutions, scale best practices, influence policy and action, and invest in innovation. With a staff of more than 300 people across the country working remotely and in offices in Boston (headquarters), Washington, DC, and Oakland, California, we operate at the national, state, and local levels, forging deep partnerships with employers, investors, entrepreneurs, policymakers, and education and workforce development providers to break down barriers and reimagine what’s possible. We’re on a path of ongoing growth and expanding impact. We have an operating budget of more than $105 million, and we are funded by dozens of leading foundations, government agencies, and corporations. Learn more about JFF and join us as we build a future that works—for everyone. DEIBW at JFF Diversity, equity, inclusion, belonging, and well-being (DEIBW ) are core to JFF’s North Star and mission. We employ and build diverse teams across race, ethnicity, sex, gender identity and expression, age, and lived experiences, and are constantly working toward ensuring these differences are celebrated and included. We aim to cultivate a culture that centers the overall care, well-being, and success of the employee through flexible work hours, balanced workloads, professional development, and equitable career advancement opportunities. Learn more about life at JFF and what DEIBW looks like in practice at our organization. We seek to invest and learn from those who represent the communities we serve, particularly individuals from populations who have been explicitly or implicitly excluded from the workforce. Knowing its importance to the success of our work and the engagement of our staff members, we aspire to attract and retain a diverse team and welcome people of all backgrounds to apply to our open roles. 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California
Early Learning Coalition of Palm Beach County logo

Technical Assistance Specialist

Early Learning Coalition of Palm Beach County

Location: Telecommute (Designated Office: Palm Springs, FL) Pay: up to $18.62 per hour commensurate with experience Link to full job description: Job Description No Recruiters Please

Community Manager116 days ago
OtherRemoteTeam 51-200

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description The Early Learning Coalition of Palm Beach County is seeking a highly skilled and detail-oriented Technical Assistance (TA) Specialist to join our team. In this role, you will serve as a trusted coach and trainer to childcare providers, guiding them towards best practices that improve classroom improvements and foster positive child outcomes. Extensive local daily travel throughout Palm Beach County is required. - Provide on-site coaching and technical assistance to childcare providers and family childcare homes. - Use the CLASS tool and practice-based coaching model to help educators set and achieve quality improvement goals. - Support childcare providers in developing improvement plans using recent CLASS scores, program goals, and core quality building blocks. - Track data for reporting related to training and/or coaching activities by entering the statewide database and/or WELS system. - Facilitate engaging training in-person or virtually, including occasional evenings and Saturdays. - Travel throughout Palm Beach County to deliver hands-on support. Qualifications - Bachelor's degree in Early Childhood Education, Child Development, Education, Health and Human Services or related field. - Bilingual proficiency in English & Spanish or Creole – Required (read, write, speak). - Minimum 5 years of experience in Early Childhood Education. - At least 3 years of technical assistance, coaching and/or training or related experience. - Knowledge of or prior experience utilizing the CLASS Assessment tool and practice-based coaching (preferred). - Must be comfortable with extensive daily travel throughout all regions of Palm Beach County - including north, south, east, and west - to conduct coaching and training, attend meetings, trainings, and special projects. - Ability to organize, prioritize, and meet deadlines with minimal supervision. - Comfortable with technology and data tracking systems. Benefits - Comprehensive health, dental, and vision insurance. - Generous Paid time off and holidays. - Retirement plan with employer contribution. - Tuition Reimbursement. - Professional development and training opportunities. - Mileage reimbursement for local travel.

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