Director of Field Development, Client Relationship Expansion

Mercer Advisors

Director of Field Development leading client relationship expansion programs for advisors and Managing Partners. Responsible for advisor coaching, market activation, and program strategy with a focus on relationship growth.

Posted 4/28/2026full-timeRemote • 🇺🇸 United StatesLead💰 $191,250 - $225,000 per yearWebsite

About the role

Key responsibilities & impact

The Director of Field Development is a senior field practitioner responsible for delivering Mercer Advisors' Client Relationship Expansion programs directly to advisors and Managing Partners across assigned markets.
This role takes primary ownership of advisor coaching, market activation, and Managing Partner engagement — allowing the Senior Director of Client Relationship Expansion to operate at the strategic level while the programs scale across all three divisions.
The Director leads full activation cycles independently, embeds in market leadership cadences, and carries the firm's Behavioral Architecture Framework into every advisor engagement.
Approximately 75% of this role is advisor-facing field delivery; 25% contributes to program design, messaging, and strategic initiative support.

Requirements

What you’ll need

Experience: 7–12 years in wealth management, advisor coaching, field enablement, or an advisor-facing consulting role. Prior experience leading coaching programs or structured advisor development initiatives strongly preferred.
Credentials: CFP® or equivalent professional credential preferred. Demonstrated credibility with HNW advisors and firm leadership — not an L&D or training generalist background.
Subject Matter Expertise: Strong working knowledge of share of wallet concepts, held-away asset dynamics, and the mechanics of relationship expansion conversations across opportunity types (outside assets, Account Bridge, excess cash, concentrated positions).
Communication: Exceptional verbal communication and facilitation skills. Comfortable leading sessions with experienced advisors, Managing Partners, and Relationship Managers without a script.
Platforms: Familiarity with eMoney, Salesforce-adjacent tools, and Aspen preferred. Comfortable working with analytics, data and pipeline tracking tools.
Adaptability: Thrives in a fast-paced, field-facing role. Able to move between strategic program contributions and direct advisor delivery without losing effectiveness in either.
Travel: Ability and willingness to travel to field markets as required for market activation engagements.
Education: Bachelor's degree from an accredited institution required.

Benefits

Comp & perks

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 Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
Kaiser Medical plans available in California
Health Savings Account (HSA) with company contributions 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 including 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 (8 weeks)
Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 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 as well as an after-tax option
Pet Insurance
Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing

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Hard Skills & Tools

advisor coachingfield enablementprogram designrelationship expansionshare of wallet conceptsheld-away asset dynamicsdata analysispipeline tracking

Soft Skills

verbal communicationfacilitation skillsadaptabilityleadership

Certifications

CFP