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Managing Partner, Market Leader

Seattle

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 31,300 families across 90+ 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:

This role leads and owns the Seattle, Portland and Bend markets with entrepreneurial autonomy to set and execute a growth strategy, drive client retention across segments, build and develop a high-performing team and winning culture, and contribute as a key member of the firm’s 20-person national Managing Partner group. 

Serving as the face of the firm in the market, the Managing Partner is accountable for personal production, team success, and broader firm impact—contributing to strategic initiatives, cultivating future leaders, and advancing Mercer’s long-term growth objectives. This role is ideal for a seasoned advisor-leader who thrives at the intersection of client excellence, sales leadership, and talent development. 

The Managing Partner, Market Leader embodies the firm’s player/coach philosophy. This role combines hands-on client advisory and business development responsibilities with the leadership and development of a high-performing wealth management team. As both a producer and a people leader, the Managing Partner drives organic growth by acquiring new clients, deepening key relationships, and coaching advisors to deliver an exceptional client experience.

 

 

Essential Job Functions for this role include:
  •  Design and execute on growth strategies that drive sustainable new-client acquisition with a client-centric advisory model – including identifying new sales opportunities, expanding referral pipelines, and building scalable growth mechanisms that align with the firm’s strategy.
  • Organize and mentor Wealth Management team in the region, including regularly scheduled regional meetings, office meetings, or meetings by role.  Work side by side with advisor team members to deliver client outcomes and provide feedback, coaching and leadership to ensure strong client satisfaction and retention.
  • Attract, develop, and retain top talent by building a high-performance team culture that enables individual growth and long-term market success.
  • Collaborate with dedicated client development professionals to lead the buildout of the market through custodial referral channels, centers of influence, events, and marketing strategies.
  • Ensure adherence to compliance and regulatory policies as well as company standards of client care.
  •  Help identify and lead the cultural integration of acquired wealth management practices.
  • Act as a fiduciary, placing client interests and outcomes first.
  • Manage region for efficient utilization of resources, staffing, operating margins and workflows.

 

 

Knowledge, Skills, and Abilities:

Education:

  • Bachelor's degree from an accredited institution (preferably Business, Economics, Accounting or Finance related), Master’s degree a plus

Experience:

  • 15+ years of job-related experience

Certifications/Licenses:

  • Certified Financial Planner (CFP) designation required.  In lieu of the CFP, the following certifications may be acceptable:  Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA), Chartered Investment Consultant (CIC).
  •  Series 65 required, unless any of the above designations qualify for an exemption in the applicable state(s)

Skills & Competencies:

  • Advanced knowledge of the industry, financial products, and financial planning concepts
  • Superior communication skills, with the ability to effectively present investment, finance, and tax planning solutions to clients
  • Advanced knowledge of the economic landscape/general understanding of impact on the Firm and clients
  • Experience utilizing financial planning software
  • Expert at collaboration and willing to help others
  • Sales aptitude and experience is preferred
  • An entrepreneurial spirit and growth-mindset, with a positive attitude that contributes to a positive work environment

·       Strong core understanding of our investments and ISG, along with the ability to perform asset allocation and analysis for portfolio reviews

  • Comprehensive understanding of compliance requirements
  • Ability to travel up to 20% as required for client meetings, company training, etc.

 

Work Schedule:

This professional role requires availability Monday through Friday, 8:00 AM – 5:00 PM.

 

Working Conditions:

Hybrid Schedule with a combination of remote and office work in a professional office environment, daytime hours, working inside, standing, and sitting, will be assigned to a workstation, no heavy lifting over 20 lbs.

 

The annualized base salary range for this role is based on factors including, but not limited to, experience, skillset, and geographic location where work is performed. In addition to base salary, this position is also eligible to earn an annual bonus and other incentive compensation.

This position may also be eligible for a comprehensive benefits package, which includes:

  1. Medical, dental, and vision coverage
  2. Life insurance
  3. 401(k) contributions
  4. Health Savings Account (HSA)
  5. Short- and long-term disability
  6. Additional benefits designed to support your health and financial well-being

 

Base Pay Range

$210,000 - $250,000 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 Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
  • Kaiser Medical plans available in California
  • Health Savings Account (HSA) with company contributions 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 including 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 (8 weeks)
  • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 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 as well as an after-tax option
  • Pet Insurance
  • Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing

We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.

Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.

If you need an accommodation during the application or hiring process, please email PeopleTeam@merceradvisors.com. This inbox is for accommodation requests only.

For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights.

If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here.
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