Associate Vice President, Community

Mercer Advisors

Community Associate Vice President supports market-level growth by executing engagement activities and assisting with event logistics. Collaborates closely with the Lead Community RVP for effective community outreach.

Posted 4/29/2026full-timeRemote • California, Colorado • 🇺🇸 United StatesJuniorMid-Level💰 $85,000 - $100,000 per yearWebsite

About the role

Key responsibilities & impact

Supports market-level Community growth by executing prospecting and community engagement activities.
Assists with events and follow-up, partnering closely with Lead Community RVP.
Prospects & pipeline development focused on designated opportunity types.
Acts as “boots on the ground,” assists with logistics, and actively works the room to connect with prospects, COIs, and partner firm stakeholders.
Own timely follow-up and outreach workflows after events.
Provides support to new partner firms alongside Lead Community RVP.
Conducts outreach to potential COIs and supports meeting scheduling and follow-up.
Runs pinpoint campaigns and targeted prospect outreach based on defined lists.
Explores and develops relationships with local nonprofits and local M4YC opportunities.
Maintains accurate data tracking and organization.

Requirements

What you’ll need

3+ years in business development, client service, financial services, relationship management, or comparable role.
Series 65 or Series 66 license or on track to achieve same unless candidate holds one of the following credentials: Certified Financial Planner™ (CFP®), Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA) or Chartered Investment Consultant (CIC). Bachelor’s degree in Business, Marketing, or a related field.
Profile: willing, eager, coachable, unafraid, process-oriented, flexible, and a strong team player.
Confident outreach skills (phone/email/in-person) with the ability to build trust and coordinate next steps.
Disciplined follow-up, documentation, and CRM/data hygiene.

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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Applicant Tracking System Keywords

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Hard Skills & Tools

business developmentclient servicerelationship managementdata trackingpipeline developmentevent coordinationoutreachdocumentationCRMdata hygiene

Soft Skills

team playercoachableflexibleprocess-orientedconfident outreachtrust buildingfollow-uporganizationcommunicationlogistics

Certifications

Series 65Series 66Certified Financial Planner (CFP)Chartered Financial Consultant (ChFC)Personal Financial Specialist (PFS)Chartered Financial Analyst (CFA)Chartered Investment Consultant (CIC)