Associate Vice President, Channel
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Job Description
Associate Vice President, Channel role focused on sales operations support at Mercer Advisors. Aiding Regional Vice Presidents and improving overall prospect experience with streamlined processes.
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.
- Support advisor match and routing to help ensure timely response and appropriate lead handling.
- Serve as a backup resource for inbound FC calls and support, as needed.
- Coordinate Financial Planning Group (FPG) proposal requests and other sales support tasks that advance opportunities efficiently.
- Manage wholesaling and FC-facing email support to improve responsiveness and consistency.
- Protect speed-to-lead and overall responsiveness across the market through disciplined task execution and follow-up.
- Support branch events and post-event follow-up activities in partnership with market leadership.
- Support the Regional Vice President by collecting and organizing prospect data and personal details to facilitate a seamless new client onboarding process.
Requirements:
- Bachelor's degree in Business, Marketing, or a related field
- Self-starter who thrives in a fast-paced, high-volume sales environment.
- Comprehensive industry and investment management knowledge.
- Excellent communication, presentation, listening, and analytical skills.
- Ability to work independently and as part of a team.
- Proven time management and organizational skills in high-volume, high-energy environments.
- Experience determining the needs of partners and prospects through probing questions, offering solutions, and asking for the right actions.
- Strong technical aptitude with proficiency in Microsoft Excel, Word, Outlook, and PowerPoint.
- Flexibility to travel.
Benefits:
- 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
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