Portfolio Community Manager
Action Property Management
Regional Vice President, Community
Mercer Advisors
full-time
Posted on:
Location: 🇺🇸 United States
Visit company websiteJob Level
Lead
About the role
- The Regional Vice President II will build relationships with clients and help them find a wealth management solution for their needs, driving sales momentum within a collaborative, client-focused environment.
- Engage with potential wealth management clients over Zoom, phone, and/or in person to understand their needs and share how Mercer can help
- Draw on financial expertise as well as resources across the organization to create distinct value for each client and present a tailored view of how Mercer can help achieve their goals
- Own your sales pipeline from start to finish, converting and nurturing potential clients to create a best-in-class experience for every potential client
- Act as a self-motivated leader within a fast-growing, high-visibility arm of the organization and leverage opportunities for personal growth
Requirements
- Bachelor’s degree preferred or equivalent experience.
- 5+ years of successful sales experience in financial services
- Series 65 or Series 66 license required – unless you hold one of the following designations and it qualifies for an exemption to the series 65 in the applicable state(s): Certified Financial Planner™ (CFP®), Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA) or Chartered Investment Consultant (CIC).
- CFP® (Certified Financial Planning) designation preferred.
- Experience using CRM systems (Salesforce preferred) and managing sales pipelines
- Experience building relationships with and understanding the needs of potential clients
- Self-motivated, highly coachable attitude with a growth-oriented mindset and drive
- Deep understanding of financial services industry and investment management
- Passion for helping clients achieve their financial goals
- Proven time management and organizational skills in high-volume, high-energy environments
- Strong computer aptitude with proficiency in MS Excel, Word, Outlook and PowerPoint
- Flexibility to travel
