Associate Vice President
Job Overview
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Date PostedMay 8, 2026
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LocationRemote
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Expiration dateAugust 8, 2026
Job Description
JOB DETAILS
- Bachelor’s degree in Business, Marketing, or a related field.
- At least 2 years of successful sales experience in the financial services industry
- Proven experience in a sales support business development role
- Self-starter who thrives in a fast paced, high-volume sales environment
- 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)
- CFP® (Certified Financial Planning) designation preferred
- Comprehensive industry and investment management knowledge
- Experience using CRM systems (Salesforce preferred)
- Excellent communication, presentation, listening and analytical skills
- Ability to work independently and as part of a team
- Proven time management and organizational skills in high-volume, high-energy environments
- Experience determining the needs of partners and prospects through probing questions, offering solutions and asking for the right actions
- Strong computer aptitude with proficiency in MS Excel, Word, Outlook and PowerPoint
- Flexibility to travel.
- Schedule Meetings: Coordinate and schedule meetings with prospects, clients, and internal teams.
- Qualify and schedule Wealth Path and Custom Wealth referrals.
- Ensure timely follow-ups and confirmations.
- Follow Up with Prospects: Assist with lead generation and participate in Regional Sales Activities.
- Maintain regular communication with prospects to nurture relationships and move them through the sales pipeline.
- Provide timely responses to inquiries and requests.
- Work with prospects over Zoom, phone and/or in person.
- Manage the Pipeline: Monitor and manage the sales pipeline to ensure accurate forecasting and reporting.
- Track progress and identify opportunities for improvement.
- Manage Meeting Notes and CRM: Take detailed meeting notes and update the CRM system with relevant information.
- Ensure all client interactions and updates are accurately recorded.
- Aid Local Mercer Vice Presidents and Wealth Advisors: Plan case preparation.
- Assist with planning and holding wholesale events in nearby centers.
- Assist with wholesaling sales emails.
- Handle the Hand-Off to Onboarding: Coordinate the transition of new clients from the sales process to the onboarding team.
- Ensure a smooth and efficient hand-off to maintain client satisfaction.
- Schedule Events: Plan and schedule events, including client meetings, webinars, and industry conferences.
- Manage event logistics and ensure successful execution.
- CFP designation preferred
Are you interested in this position?
Apply by clicking on the “Apply Now” button below!
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