Regional Vice President, Community (San Francisco, CA)
| Estimated Pay info | Based on similar jobs in your market$36 per hour |
|---|---|
| Hours | Full-time |
| Location | San Francisco, CA San Francisco, California open_in_new |
About this job
Job Description
Why Work at Mercer Advisors?
For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.
Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients' best interests — always.*
Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.
Join us and help families amplify and simplify their financial lives with confidence.
* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here.
Job Summary:
The Regional Vice President I (RVP I) builds strong relationships with internal stakeholders and prospective clients to help individuals and families identify the wealth management solutions that best meet their needs. This role drives sales momentum in a collaborative, client-focused environment by combining business development, consultative selling, community engagement, and disciplined pipeline management.
Essential Job Functions for this role include:
- Engage prospective wealth management clients by phone, video, and in person to understand their goals and introduce Mercer's capabilities. Generate opportunities through advisor referrals, internal leads, help with estate distribution conversations, and other market-defined opportunities.
- Leverage financial services knowledge and internal resources to create meaningful value for prospective clients, present tailored solutions, and support new partner firms alongside existing Regional Vice Presidents as an additional resource.
- Own the sales pipeline from initial outreach through conversion and follow-up, delivering a best-in-class prospect experience. Execute pinpoint campaigns, targeted outreach, and business development efforts with centers of influence, local nonprofits, and Mercer for Your Company opportunities.
- Demonstrate initiative, professionalism, and a growth mindset within a fast-growing, high-visibility area of the business, while actively seeking opportunities for development and impact.
- Support local events through on-site execution, relationship building, and post-event outreach to prospects and attendees.
- Maintain strong data organization and operational discipline across systems and tools, including AIdentified, to support outreach effectiveness, prospect tracking, and pipeline visibility.
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, preferably Salesforce, and managing sales pipelines.
- Demonstrated success building relationships with prospective clients and understanding their needs.
- Self-motivated and highly coachable, with a growth-oriented mindset; willing, eager, unafraid, process-oriented, flexible, and a strong team player.
- Strong understanding of the financial services industry and investment management.
- Passion for helping clients achieve their financial goals.
- Proven time management, organizational, and follow-through skills in high-volume, fast-paced environments.
- Strong computer proficiency, including Microsoft Excel, Word, Outlook, and PowerPoint.
- Flexibility to travel as needed.
Work Schedule:
This professional role generally requires availability during standard business hours, Monday through Friday, 8:00 a.m. to 5:00 p.m. At times, earlier or later hours may be required to meet business needs, deadlines, and internal or external client demands.
All roles classified as non-exempt are required to record working time in the timekeeping system each workday, including start time, end time, and a 30-minute unpaid lunch period.
Working Conditions:
This position may be based in a professional office environment or a dedicated home office workspace free from interruptions. In either setting, basic technology needed to perform the role will be provided. The role routinely requires sitting and standing for extended periods of time.
Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant's geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors' incentive compensation programs.
Benefits:
Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:
- Company Paid Basic Life & AD&D Insurance
- Company Paid Short-Term and Long-Term Disability Insurance
- Supplemental Life & AD 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
We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.
Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.
If you need an accommodation during the application or hiring process, please email PeopleTeam@merceradvisors.com. This inbox is for accommodation requests only.
For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights.
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