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.
We’re excited to share this role supporting Regis’ ultra‑high‑value prospect client development efforts. The Regional Vice President – Regis orchestrates agile, rapid‑response teams that deliver a bespoke, concierge‑style experience for Ultra‑High‑Net‑Worth (UHNW) opportunities.
This person will coordinate across senior stakeholders, ensure timelines and deliverables stay on track, and interface directly with UHNW prospects to provide a white‑glove journey from first conversation through pre‑sales engagement, proposal development, and close. The role partners closely with Client Development, Executive and Market leadership, Wealth Advisors, Portfolio Consulting, Marketing, Compliance, and Operations to activate the right team, prepare complex UHNW proposals, and customize the client development process to what the prospect needs. The RVP drives consistency and excellence across multiple concurrent UHNW teams, creating a seamless experience end‑to‑end.
Essential Job Functions For This Role Include:Lead rapid‑response teams:
Drive initial intake and creation of UHNW opportunities; validate UHNW lead eligibility and stand up teams leveraging a standardized, organized process with stakeholder buy‑in. Ensure capacity and manage specialist assignments, including pre‑sales resources.
Ensure orchestration of UHNW customer journey:
Ensure teams coordinate calendars for meetings, set agendas, and run internal prep huddles; schedule and coordinate proposal calls; ensure executive participation and all resources required are confirmed and briefed to deliver a concierge‑level UHNW experience.
Manage internal stakeholders:
Interface with senior leaders; synthesize updates clearly; escalate issues with context and recommended options; maintain momentum across multiple concurrent UHNW and complex pre‑sales workflows.
Develop unified governance & CRM hygiene:
Ensure artifacts (notes, action items, decisions) are captured; keep Salesforce stages, owner assignments, and follow‑ups current; proactively surface risks/blockers within UHNW sales cycles and drive resolution.
Drive long‑term UHNW team strategy:
Identify opportunities to improve and grow the UHNW acquisition program by establishing and tracking core KPIs such as outcomes, conversion rates, cycle time, and pre‑sales efficiency; facilitate retrospectives and document/act on learnings.
- 5–10 years of UHNW client development, program/project management, and/or sales operations experience coordinating executive stakeholders and complex, multi‑step deals
- Exceptional client‑facing presence with the ability to interface directly with Ultra‑High‑Net‑Worth prospects and tailor a concierge‑level experience
- Strong orchestration skills: calendar and agenda management, meeting facilitation, action‑item tracking, proposal coordination, and cross‑functional follow‑through across many moving pieces
- Outstanding written and verbal communication; executive‑ready synthesis; ability to produce clear briefs, recaps, and customized UHNW proposal packaging
- Proficiency with Salesforce (CRM), Microsoft Teams/Zoom, and Microsoft Office (Excel/PowerPoint); familiarity with scheduling/routing tools (e.g., Calendly) and collaboration platforms (Box)
- Proactive problem solver with high ownership; thrives in a fast‑paced, dynamic, UHNW‑focused environment; adept at risk identification and mitigation
- High discretion and judgment; understands compliance, documentation, and recordkeeping requirements in a regulated environment, especially when working with UHNW households
- Bachelor’s degree from an accredited institution required
Daytime and evening hours as needed.
Working Conditions:Professional office environment. Working inside. Standing and sitting.
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.
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.
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.
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