Associate Director, Medical Affairs – Neurology
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Senior Director, Client Relationship Expansion
Mercer Advisors
full-time
Posted on:
Location Type: Remote
Location: Remote • 🇺🇸 United States
Visit company websiteJob Level
Senior
Tech Stack
Tableau
About the role
- Champion a culture of commercial excellence by modeling and reinforcing best-in-class practices for identifying and capturing wallet share.
- Deliver high-impact coaching that enhances advisor fluency in client engagement and commercial storytelling.
- Serve as a trusted partner to advisors, helping them navigate complex client dynamics with confidence and clarity.
- Identify and close gaps in product knowledge, data fluency, and advisor readiness.
- Design and implement scalable programs that convert share of wallet insights into actionable growth plans, ensuring advisors have the tools and frameworks to expand client engagement across multiple product lines.
- Lead and design the execution of enterprise-wide initiatives focused on wallet share expansion and asset accumulation.
- Define and track success metrics that reflect both advisor adoption and client outcomes.
- Collaborate with Field Enablement, Marketing, and Product to ensure alignment across messaging, tools, and campaigns.
- Architect scalable, repeatable frameworks that enable advisors to consistently deliver commercial value.
- Develop and deploy enablement materials that are intuitive, actionable, and aligned with field realities.
- Partner with Technology and Data teams to ensure seamless integration of tools into advisor workflows.
- Translate complex analytics into field-ready insights that drive advisor action.
- Collaborate with BI and product teams to deliver segmented, personalized insights by advisor, market, and opportunity.
- Advocate for continuous improvement of data tools to enhance advisor usability and impact.
- Establish a robust feedback loop between the field and the home office to inform strategy, product development, and enablement priorities.
- Monitor adoption and effectiveness of enablement tools, using insights to drive continuous improvement.
- Serve as the voice of the advisor in cross-functional forums, ensuring that field needs are heard and addressed
Requirements
- Bachelor’s degree required, preferably in Business, Finance, or Operations.
- CFP required
- At least five years of experience in wealth management, sales enablement, or advisor coaching.
- Strong understanding of share of wallet dynamics and client relationship growth.
- Experience with CRM and portfolio analytics platforms.
- Fluency in business intelligence tools such as Tableau or Power BI.
- Excellent communication and interpersonal skills.
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 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
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
data fluencyclient engagementcommercial storytellingproduct knowledgeanalyticssuccess metricsenablement materialspersonalized insightscontinuous improvementportfolio analytics
Soft skills
coachingcollaborationcommunicationinterpersonal skillstrust buildingstrategic thinkingproblem solvingadaptabilityfeedback managementinfluencing
Certifications
Bachelor’s degreeCFP
