[Remote] Director, Client Development Proposal Strategy & Operations

Note: The job is a remote job and is open to candidates in USA. Mercer Advisors is a financial advisory firm that integrates financial planning, investment management, tax, estate, insurance, and related services for families across the United States. The Director will lead the Proposals program, overseeing strategy, operations, process improvement, capacity planning, team development, performance metrics, and the rollout of proposal tools and technologies to support client acquisition.

Responsibilities

• Own the Proposals program end-to-end — from strategy and roadmap to day-to-day execution and continuous optimization
• Lead and develop the Client Development financial planning team, setting a high standard for quality, speed, and responsiveness
• Conduct a rigorous assessment of the current proposals process — mapping workflows, identifying bottlenecks, and designing a future state that drives efficiency and improves advisor experience
• Build and manage a capacity model for the proposals function — ensuring the team is appropriately resourced for current volume and can scale with the business
• Define, track, and report on program success metrics — including turnaround time, win rates, revision rates, and team productivity
• Partner with field leadership to understand evolving proposal needs and translate those needs into program improvements
• Collaborate with Enablement to ensure advisors and RVPs are trained and equipped on the latest proposal tools and standards
• Lead the testing and rollout of new proposal tools, templates, and technologies — including AI-assisted drafting and automation
• Manage stakeholder relationships across field leadership, technology, and finance — keeping all parties aligned on program status and priorities
• Manage planner capacity, workflow, and deadlines; create strategic plans to absorb future growth and increased demand for prospect proposals
• Serve as a CFP® practitioner, producing prospect financial plans to support client acquisition
• Motivate and lead the team, ensuring accountability, full capacity utilization, and high-quality output. Develop KPIs, KPI tracking, financial modeling and KPI reporting. Responsibilities involve strategy development, execution and reporting to senior management on sales driven financial outcomes. Prepare accurate financial reports and performance dashboards for management
• Design and implement process enhancements to unlock capacity, improve efficiency, and support process improvement. Identify and implement efficiencies in automation and quality delivery of our sales process

Skills

• 8–10 years of experience in operations, process improvement, or program management — ideally within financial services or a high-volume professional services environment
• Demonstrated experience with capacity modeling and resource planning — you've designed staffing models and can articulate the tradeoffs clearly to leadership
• Strong operational strategy background — you can think at the level of "how should this function be designed" and then execute the vision at the ground level
• Experience leading a team of direct reports — you coach, develop, and hold your team accountable with care and consistency
• Data-driven decision-maker — you don't rely on intuition alone; you measure what matters and use data to drive change
• Comfortable with ambiguity and comfortable building from scratch — this program is growing, and you'll help define what great looks like
• Excellent communicator — you can translate operational complexity into clear narratives for field leaders, senior executives, and your own team
• Proficiency with project management tools, workflow automation platforms, and CRM/proposal systems
• Strong knowledge of eMoney; proficiency in Salesforce, Microsoft Office Suite, Microsoft Teams/Zoom, PowerBI
• Exceptional orchestration skills; outstanding written and verbal communication abilities
• Proactive problem solver with high ownership; adept at risk identification and mitigation
• Thrives in a fast-paced, dynamic environment; capable of strategic thinking and execution
• Bachelor's degree from an accredited institution required
• Work Schedule: Daytime and evening hours as needed
• Working Conditions: Professional office environment. Working inside. Standing and sitting
• Six Sigma certification (Green Belt or Black Belt) strongly preferred — you speak the language of process excellence and know how to apply it in a fast-moving organization
• Familiarity with wealth management proposals, financial planning processes, or similar client-facing financial documents
• Experience implementing or optimizing AI tools within an operational function
• Track record of reducing cycle time and improving quality simultaneously in a high-volume environment

Benefits

• Company Paid Basic Life & AD&D Insurance
• Company Paid Short-Term and Long-Term Disability Insurance
• Supplemental Life & AD 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
• This position is also eligible to earn incentive compensation through one of Mercer Advisors’ incentive compensation programs.

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