[Hiring] Director of Sales Operations @Mercer Advisors

Role Description

The Leader of the Client Development Financial Planning Group will oversee a team of Financial Planners dedicated to creating prospect financial plans that drive new client acquisition for Mercer Advisors. This role ensures operational excellence, strategic capacity planning, and process improvement while serving as an individual contributor with CFP credentials. The leader will hire, train, and mentor planners, manage workflow efficiency, and design scalable solutions to support future growth.

Essential Job Functions:

• Team Leadership: Hire, train, mentor, and develop 13 Financial Planners supporting Client Development.
• Operational Oversight: Manage planner capacity, workflow, and deadlines; create strategic plans to absorb future growth and increased demand for prospect proposals.
• Individual Contribution: Serve as a CFP® practitioner, producing prospect financial plans to support client acquisition.
• Performance Management:
  • Motivate and lead the team, ensuring accountability, full capacity utilization, and high-quality output.
  • Develop KPIs, KPI tracking, financial modeling, and KPI reporting.
  • Prepare accurate financial reports and performance dashboards for management.
• Drive long-term strategy:
  • Design and implement process enhancements to unlock capacity, improve efficiency, and support process improvement.
  • Identify and implement efficiencies in automation and quality delivery of our sales process.
• Manage internal stakeholders:
  • Drive engagement and alignment across internal stakeholders by collaborating with senior leaders, escalating critical issues, and identifying opportunities for improvement.
  • Ensure strategic alignment, foster shared accountability, and cultivate a culture of seamless collaboration.

Qualifications

• CFP® strongly preferred.
• Minimum 5 years of financial planning experience and prior management experience ideal.
• Strong knowledge of eMoney; proficiency in Salesforce, Microsoft Office Suite, Microsoft Teams/Zoom, PowerBI.
• Exceptional orchestration skills; outstanding written and verbal communication abilities.
• Proactive problem solver with high ownership; adept at risk identification and mitigation.
• Thrives in a fast-paced, dynamic environment; capable of strategic thinking and execution.
• Bachelor’s degree from an accredited institution required.

Requirements

• Daytime and evening hours as needed.
• Professional office environment. Working inside. Standing and sitting.

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).
• Adoption Assistance Reimbursement Program
• Company Paid Concierge Services for you and your loved ones.
• 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option
• Pet Insurance