Wealth Management Sales Director

San Francisco, CA, United States

Mercer is seeking a Wealth Management Sales Director to join our team. You will play a crucial role in driving revenue growth, developing sales strategies, and ensuring the delivery of exceptional client service. Your leadership and expertise will be instrumental in achieving business objectives and maintaining strong relationships with clients and stakeholders. This is a hybrid position and will require three days in office and can be based in multiple locations.

Wealth Management Sales Director

What can you expect?

A company culture founded in integrity, responsible teamwork and excellence.

Employee Resource Groups which provide access to leaders, relevant volunteer and mentoring opportunities and interactions with counterparts in industry groups and client organizations.

Challenging work in a global environment with an annual revenue of over $20B and 85,000 colleagues.

What is in it for you?

Culture of internal mobility, collaboration, and valued partnership with HR from the business.

Work for a company committed to being a responsible corporate citizen with great employee benefits and paid time off.

Organization dedicated to fostering a vibrant, inclusive, and diverse culture at work, in which every voice is heard.

Excellent Benefits - Competitive salaries and comprehensive benefits and programs including: health and welfare, tuition assistance, 401K, ESPP, employee assistance program, domestic partnership benefits, career mobility, generous vacation plan and so much more.

We will count on you to:

Develop and execute strategic sales plans to achieve revenue targets and drive business growth within the wealth management division.

Collaborate with senior management and other key stakeholders to define sales strategies, identify market opportunities, and develop innovative approaches to expand the client base.

Build and maintain strong relationships with key clients, prospects, and industry influencers, leveraging these relationships to generate new business and enhance the organization's reputation.

Stay updated on industry trends, market developments, and regulatory changes affecting the wealth management industry, and incorporate this knowledge into sales strategies and client interactions.

Work closely with internal teams, to ensure seamless coordination and delivery of wealth management solutions to clients.

Monitor and analyze sales performance, pipeline management, and market trends, providing regular reports and insights to senior management.

Collaborate with marketing and communications teams to develop and execute targeted marketing

What you need to have:

Bachelor's degree in finance, business administration, or a related field. A master's degree or professional certifications (e.g., CFA, CFP) are advantageous.

Proven track record of success in sales leadership roles within the wealth management or financial services industry.

In-depth knowledge of wealth management products, investment strategies, and financial markets.

Excellent communication and presentation skills, with the ability to articulate complex financial concepts to clients and stakeholders.

Strategic mindset, with the ability to develop and execute sales strategies that align with business objectives.

Series 7 and 63 license

What makes you stand out:

Proven experience driving new business in the wealth management sector.

Alternative investments experience and knowledge

Mercer believes in building brighter futures by redefining the world of work, reshaping retirement and investment outcomes, and unlocking real health and well-being. Mercer’s approximately 25,000 employees are based in 43 countries and the firm operates in 130 countries. Mercer is a business of Marsh McLennan (NYSE: MMC), the world’s leading professional services firm in the areas of risk, strategy and people, with more than 85,000 colleagues and annual revenue of over $20 billion. Through its market-leading businesses including Marsh, Guy Carpenter and Oliver Wyman, Marsh McLennan helps clients navigate an increasingly dynamic and complex environment. For more information, visit mercer.com. Follow Mercer on LinkedIn and X.

Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law.

If you have a need that requires accommodation, please let us know by contacting [email protected].

Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.

The applicable base salary range for this role is $84,500 to $169,000.

The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.

Applications will be accepted until: July 15, 2024

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