Director of Client Development
Mercer Advisors
full-time
Posted on:
Location Type: Remote
Location: United States
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Salary
💰 $170,000 - $200,000 per year
Job Level
About the role
- Lead rapid-response teams: Drive initial intake and creation of “Tiger Teams” for high‑value opportunities; validate lead eligibility and stand up teams leveraging standardized, organized process with stakeholder buy-in. Ensure capacity and manage specialist assignments.
- Ensure Orchestration of HNW customer journey: Ensure Client Development specialists coordinate calendars for meetings, set agendas, and run internal prep huddles; schedule and coordinate proposal calls; ensure executive participation & all resources required are confirmed and briefed.
- Manage internal stakeholders: Interface with senior leaders; synthesize updates clearly; escalate issues with context and recommended options; maintain momentum across multiple concurrent Tiger Teams.
- Develop unified governance & CRM hygiene: Ensure Tiger Team artifacts (notes, action items, decisions) are captured; keep Salesforce stages, owner assignments, and follow‑ups current; proactively surface risks/blockers and drive resolution.
- Drive long-term team strategy: Identify opportunities to improve and grow the program by establishing and tracking core program KPIs such as outcomes, conversion rates, cycle time, etc; facilitate retrospectives and document / act on learnings.
Requirements
- 5 – 10 years of 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 high‑net‑worth prospects and tailor a concierge‑level experience
- Strong orchestration skills: calendar and agenda management, meeting facilitation, action‑item tracking, and cross‑functional follow‑through across many moving pieces
- Outstanding written and verbal communication; executive‑ready synthesis; ability to produce clear briefs, recaps, and 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 environment; adept at risk identification and mitigation
- High discretion and judgment; understands compliance, documentation, and recordkeeping requirements in a regulated environment
- Bachelor’s degree from an accredited institution required
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
program managementproject managementsales operationsKPI trackingrisk identificationrisk mitigationaction-item trackingmeeting facilitationcalendar managementagenda management
Soft skills
client-facing presencecommunicationsynthesisproblem solvingownershipdiscretionjudgmentcollaborationadaptabilityfacilitation