RVP - Endowments & Foundations (Community)
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 Regional Vice President – Endowments & Foundations (Community) will drive new business to the firm through strong relationships with strategic partners, businesses, organizations, endowments, and foundations. They will work 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 Regional Vice President must possess a unique skill set to succeed in this highly dynamic role. With a focus on relationship building, communication, and sales acumen, the role will play a vital part in driving new revenue and expanding the firm’s reach while ensuring a best‑in‑class experience for every potential client.
Reporting to the Executive Managing Partner, the new Regional Vice President – Endowments & Foundations (Community) will:
- Lead and make successful go‑to‑market partnerships with institutional referral partners beyond our custodial relationships.
- Drive strong institutional partnerships in the Endowment & Foundation space through strategic relationships.
- Drive the success of institutional partnerships with outside companies, including the management of qualified plan assets and making wealth management services available to company employees.
- Directly contribute to success through sales conversations with prospective clients who are generated through these efforts.
- Support the fast‑growing, dynamic sales team and collaborate to drive sales momentum within a client‑focused environment.
- Own the sales pipeline from start to finish, converting and nurturing potential clients and ensuring a best‑in‑class experience for every prospective client.
- Assist in identifying and qualifying potential clients to ensure strong alignment with the firm’s services and that prospects are a good fit.
- Engage with potential clients over Zoom, phone, and/or in person to understand their needs and clearly articulate how the firm can help.
- Actively participate in professional growth, soliciting and incorporating feedback into sales conversations and participating in team trainings or activities.
Required Knowledge, Skills, and Abilities
- 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 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.
- Sales execution: proven ability to manage a high‑volume sales pipeline, convert and nurture prospects, and deliver a best‑in‑class client experience.
- Client engagement: experience conducting consultative conversations over Zoom, phone, and in person; strong listening and presentation skills.
Qualifications
- Bachelor’s degree preferred or equivalent experience.
- 3+ years of successful sales experience in financial services.
- Series 65 or Series 66 license (or qualifying exemption via CFP®, ChFC, PFS, CFA, or CIC where applicable).
- Experience using CRM systems (Salesforce preferred) and managing sales pipelines.
- Excellent communication, presentation, listening, and analytical skills.
- Self‑motivated, highly coachable, and growth‑oriented mindset.
- Deep understanding of the financial services industry and investment management.
- Passion for helping clients achieve their financial goals.
- Proven time management and organizational skills in high‑volume, high‑energy environments.
- Strong computer aptitude with proficiency in MS Excel, Word, Outlook, and PowerPoint.
- Flexibility to travel as needed.
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Work Schedule: |
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This professional role requires availability Monday through Friday, 8:00 AM – 5:00 PM. |
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Working Conditions: |
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Professional office environment, daytime hours, working inside, standing, and sitting, will be assigned to a workstation, no heavy lifting over 20 lbs. |
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.
Pay Range
$148,750 - $175,000 USD
Benefits:
Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:
- Company Paid Basic Life & AD&D Insurance
- Company Paid Short-Term and Long-Term Disability Insurance
- Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
- Three medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
- Health Savings Account (HSA) with company contributions on a per pay period basis if enrolled in either HDHP medical plan.
- Two comprehensive Dental Plans
- Vision Insurance Plan
- Dependent Care Savings Account for child and dependent care.
- 14 Company Paid Holidays with a full week off at Thanksgiving.
- Generous paid time off program for vacation and sick days
- Employee Assistance Plan
- Family Medical Leave
- Paid Parental Leave (6 weeks)
- Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 weeks) to provide time for recovery, baby bonding, and enjoying your family time.
- Adoption Assistance Reimbursement Program
- Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.
- 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match
- Pet Insurance
We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.
Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws. Mercer Advisors provides equal employment opportunity in all aspects of employment and employee relations, including recruitment, hiring, training and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and all other terms, conditions, and privileges of employment in accordance with applicable federal, state, and local laws.
Applicants have rights under federal employment laws:
- Family and Medical Leave Act (FMLA)
- Employee Polygraph Protection Act (EPPA)
- Equal Employment Opportunity (EEO)
U.S. Federal law requires all employers to verify the identity and employment eligibility of all persons hired to work in the United States. Mercer Advisors participate in E-Verify to confirm work authorization.
If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here.
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