Job Specifications
Why Work at Mercer Advisors?
For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.*
Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible.
Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country.
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 Director, Strategic Partnerships will serve as the lead liaison between Mercer Advisors and key outside business partners, working closely with cross-functional teams internally to identify new opportunities, negotiate mutually beneficial agreements, develop processes for lead generation & intake, and successfully launch new initiatives within our sales infrastructure.
The Director of Strategic Partnerships must possess a unique skill set to succeed in this highly dynamic role. With a focus on relationship building, communication, and negotiation, the Director of Strategic Partnerships will play a vital role in driving revenue and expanding the firm’s reach.
Reporting to the Executive Managing Director of Client Development, the new Director, Strategic Partnerships will:
Own and manage the strategy and processes associated with building and maintaining a network focused on driving growth of our high net worth opportunities and centers of influence
Lead a cross-functional effort across product, engineering, client development, operations, marketing, legal, compliance and finance to drive partnership success
Identify and negotiate partnership expansion efforts, including the launch of new strategies, unlocking new markets, developing new go-to-market pathways, and improving collaboration
Set the long-term vision, strategy, and goals for each partnership, while ensuring seamless day to day operations and support
Support new business development efforts and the evolution of our partnerships strategy
Stay on top of the evolving industry landscape to identify new partnership opportunities
Qualified Candidates Will Have The Following Skills & Attributes
Strategic thinking and planning: ability to identify potential partnerships, evaluate their value, and develop a plan to establish and grow the partnership.
Relationship building: strong interpersonal skills, ability to build and maintain strong relationships with partners and internal teams.
Communication: excellent verbal and written communication skills, ability to clearly articulate the company’s value proposition and negotiate terms with partners.
Negotiation: strong negotiation skills, ability to effectively negotiate mutually beneficial agreements with partners.
Networking: extensive network in relevant industries, ability to make connections and build relationships with potential partners.
Market and industry knowledge: comprehensive understanding of the market and industry trends, ability to identify new partnership opportunities.
Project management: ability to manage multiple partnerships and projects concurrently, ensuring successful execution and delivery.
Financial acumen: understanding of financial metrics, ability to evaluate the financial impact of partnerships and make data-driven decisions.
Leadership: ability to lead cross-functional teams and effectively manage stakeholders within the company and with partners.
Travel: Some travel is required.
Working Conditions: Professional office environment. Working inside. Standing and sitting. Will be assigned to a work station.
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.
Base Pay Range
$212,500 - $250,000 USD
Benefits
Mercer Advisors offers a competitive and robus
About the Company
Are you looking to amplify and simplify your financial life? For nearly 40 years, Mercer Advisors has been doing just that for families across the country by integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. With Mercer Advisors, you’ll benefit from a unified in-house team, a hand-picked advisor, an institutionalized-grade portfolio, and an independent national fiduciary legally obligated to always act in your best interest. Learn more about Mercer Advisors...
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