Client relationship manager serp_jobs.h1.location_city

Job Description

Job Description

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.

Job Summary :

The Senior Director, Client Relationship Expansion is a pivotal leadership role at Mercer Advisors, charged with accelerating our commercial growth strategy through the empowerment of our advisors. This role is not just about enablement—it's about transformation. This role is a cornerstone of Mercer Advisors' enterprise growth strategy, designed to transform how advisors engage clients, activate data, and deliver commercial outcomes. We need a visionary leader who can translate data into action, insights into outcomes, and advisor potential into measurable growth.

This person will act as a strategic integrator across Technology, BI, Investment Strategy, and Wealth Solutions to ensure advisor-facing initiatives are cohesive, scalable, and impactful. Their mission : to unlock share of wallet opportunities and drive gross accumulation by equipping advisors with the tools, insights, and coaching they need to deliver exceptional value to clients.

This role demands executive presence, strategic acumen, and deep field credibility. This is a high-impact, high-visibility position that requires both analytical rigor and emotional intelligence. The ideal candidate will be equally comfortable in the boardroom and in the field—able to influence strategy at the highest levels while inspiring advisors to elevate their commercial performance. The Director will be a trusted advisor to advisors—able to influence at the highest levels while driving results on the ground.

Essential Job Functions for this role include :

Advisor Coaching & Enablement

Commercial Strategy Execution

Process & Playbook Development

Technology-Driven Activation & Insight Translation

Feedback Loop & Continuous Improvement

Knowledge, Skills, and Abilities :

Required Knowledge, Skills, and Abilities

Success Metrics

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.

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 :

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. This email is for accommodation requests only. Accommodations are made on a case-by-case basis.

Applicants have rights under federal employment laws :

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