RVP – Endowments & Foundations
Mercer Advisors
full-time
Posted on:
Location Type: Remote
Location: United States
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Salary
💰 $148,750 - $175,000 per year
Job Level
About the role
- Lead and make successful go‑to‑market partnerships with institutional referral partners beyond our custodial relationships.
- Drive strong institutional partnerships in the Endowment & Foundation space through strategic relationships.
- Drive the success of institutional partnerships with outside companies, including the management of qualified plan assets and making wealth management services available to company employees.
- Directly contribute to success through sales conversations with prospective clients who are generated through these efforts.
- Support the fast‑growing, dynamic sales team and collaborate to drive sales momentum within a client‑focused environment.
- Own the sales pipeline from start to finish, converting and nurturing potential clients and ensuring a best‑in‑class experience for every prospective client.
- Assist in identifying and qualifying potential clients to ensure strong alignment with the firm’s services and that prospects are a good fit.
- Engage with potential clients over Zoom, phone, and/or in person to understand their needs and clearly articulate how the firm can help.
- Actively participate in professional growth, soliciting and incorporating feedback into sales conversations and participating in team trainings or activities.
Requirements
- Bachelor’s degree preferred or equivalent experience.
- 3+ years of successful sales experience in financial services.
- Series 65 or Series 66 license (or qualifying exemption via CFP®, ChFC, PFS, CFA, or CIC where applicable).
- Experience using CRM systems (Salesforce preferred) and managing sales pipelines.
- Excellent communication, presentation, listening, and analytical skills.
- Self‑motivated, highly coachable, and growth‑oriented mindset.
- Deep understanding of the 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 as needed.
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
sales experiencemanaging sales pipelinesfinancial servicesinvestment managementCRM systemsSeries 65 licenseSeries 66 licenseCFPChFCCFA
Soft skills
communication skillspresentation skillslistening skillsanalytical skillsself-motivatedcoachablegrowth-oriented mindsettime managementorganizational skillsclient-focused
Certifications
Series 65Series 66CFPChFCCFACIC