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Mercer Advisors

Director of Client Development - Financial Planning

Mercer Advisors · Remote, USA

Posted about 2 months ago

or apply directly on Mercer Advisors's site. We never take the application ourselves.

Is this posting real?

This role has been open
71 days
Mercer Advisors's roles stay open a median of 82 days
Reposted
No
Salary listed
No
0% of Mercer Advisors's roles list one
Ghost-job risk at Mercer Advisors
high
104 stale, 5 reposted of 104 open
Hiring momentum
167 roles opened in the last 90 days
↑ up vs. the prior 90 days
Last confirmed on the employer's board
2026-10-25

Measured from postings appearing on and disappearing from Mercer Advisors's own greenhouse board since 2026-08-03. Full hiring picture for Mercer Advisors.

About this role

The Director of Client Development Proposal Strategy & Operations at Mercer Advisors will lead the Proposals program, focusing on designing and improving financial planning proposals to enhance client acquisition. This role involves strategic oversight, team leadership, and operational optimization, requiring a deep understanding of process improvement and capacity modeling. The director will also collaborate with various stakeholders to ensure the proposals function meets evolving needs and utilizes modern tools and technologies.

Our read on this posting3.0out of 5
benefits
5/5
freshness
1/5
career value
4/5
role clarity
5/5
pay transparency
0/5

Scored from the posting itself — how clearly the role is described, how much it says about pay and benefits, and how recently it was listed. Not a judgement of Mercer Advisors as an employer.

What you need

  • 8–10 years of experience in operations, process improvement, or program management
  • Six Sigma certification (Green Belt or Black Belt) strongly preferred
  • Demonstrated experience with capacity modeling and resource planning
  • Strong operational strategy background
  • Experience leading a team of direct reports
  • Data-driven decision-maker

Nice to have

  • 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

What you get

  • 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

Worth weighing

  • No specific mention of remote work flexibility beyond the location being remote
  • High visibility role may come with significant pressure and expectations
  • The role requires both strategic oversight and hands-on execution, which may lead to a demanding workload

Summarised from Mercer Advisors's posting. Read the full original.

Listed by Mercer Advisors on their greenhouse job board, last confirmed open on 2026-10-25. PitchMeAI is not the employer.

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