Channel

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 42,800+ families across 110+ 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 Associate Vice President, Channel is a sales operations and capacity enablement role designed to increase Regional Vice President (RVP) capacity, improve speed-to-lead, increase conversion, and elevate the overall prospect experience. Deployed to support the market and managed centrally, this role focuses on sales execution support, operational rigor, and responsiveness. The AVP removes friction from the sales process so RVPs can spend more time selling, developing Financial Consultant (FC) and advisor partnerships, and advancing opportunities. This position is primarily an internal support role, with occasional external contact in support of RVP, FC, and advisor communications and follow-up. This role also serves as a potential career progression path to a Regional Vice President position for high-performing individuals.

Key Responsibilities:

• Maintain Salesforce hygiene and data accuracy to support visibility, forecasting, and effective follow-through.
• Manage pipeline upkeep and administrative follow-up to help protect opportunity flow and conversion.