Managing Director, Community Client Development

Mercer Advisors(2 months ago)

HybridFull TimeExecutive$170,000 - $200,000Client Development

About this role

Mercer Advisors is a leading independent financial services firm dedicated to helping families manage their financial lives through a comprehensive, client-centric approach. With a focus on growth and teamwork, the company offers a supportive environment for professionals looking to make a significant impact in the financial industry.

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Required Skills

Relationship Building
Mentoring
Leadership
Client Management
Negotiation
Financial Services
Sales Strategy
CRM
Team Management
Strategic Planning

About Mercer Advisors

merceradvisors.com

Mercer Advisors (Mercer Global Advisors Inc.) is a Denver-based wealth management and registered investment advisory firm that provides family office–style financial planning, investment management, and wealth-transfer solutions for individuals, families, and business owners. Founded in 1985, the firm says it adapts the sophisticated, time-tested approaches used by ultra-high-net-worth clients and makes them accessible to a broader range of families. Mercer offers integrated services across investments, tax and estate planning, and fiduciary guidance, and was named the Top RIA in Barron’s 2025 Top 100 RIAs ranking.

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