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Regional Vice President

Company: Paycom
Location: Warrior
Posted on: February 25, 2021

Job Description:

Regional Vice President - Wealth Management Firm - Nationwide Opportunities Level Experienced Position Type Full Time Bachelor's Degree Travel Percentage Road Warrior Job Shift Day Job Category Finance Description Mercer Advisors is a total wealth management firm that provides comprehensive financial planning and investment management services. Dedicated to improving the lives of our clients both today and through their retirement, we help them to develop a clear vision of their life goals. We then support their journey by providing comprehensive and coordinated wealth management advice that encompasses all areas of their financial life. Our staff of over 300 in 35+ offices coast-to-coast includes financial advisors, attorneys, CPAs, investment experts, and other skilled and talented professionals who want to create a life of choices and freedom for each and every client. Job Summary: The Regional Vice President is responsible for growing our RIA referral platform. The successful candidate will be responsible for developing and maintaining relationships with our channel partners, with the focus on driving sales momentum for one of our financial planning teams. The Regional Vice President will work in a client-focused, team-centered environment in unison with Managing Directors to service the needs of the firms high net worth clients. Essential Job Functions for the Regional Vice President will include:

  • Partnering with financial consultants and branch managers to build strong relationships, educating them on our investment philosophy and capturing assets
  • Growing and cultivating an assigned region through frequent visits to branch offices and ongoing communication
  • Working with Client Service units to develop client referral relationships including meeting with referrals via in-person and phone meetings and ultimately closing opportunities
  • Meeting directly with channel referral prospects via in-person and phone meetings
  • Providing insight and information to become a valuable resource and partner
  • Proactively initiating business development calls and identifying new sales opportunities
  • Performing other duties as assigned Qualifications
    • At least 5 years of successful sales experience in the financial services industry
    • Credentials for consideration include:--Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA) or Chartered Investment Consultant (CIC)
    • Comprehensive industry and investment management knowledge
    • Experience using CRM systems (Salesforce preferred)
    • Excellent communication, presentation, listening and analytical skills
    • 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 computer aptitude with proficiency in MS Excel, Word, Outlook and PowerPoint
    • Flexibility to travel up to 75% People Successful in this Position:
      • Are proactive and self-motivated
      • Enjoy problem solving
      • Enjoy building relationships and partnering with others
      • Value teamwork Work Schedule: Daytime and evening hours Working Conditions: Professional or home office environment depending upon location. Traveling, standing and sitting. No heavy lifting over 20 lbs. We can offer you an exciting, fast-paced working environment, and the opportunity to play a vital role in our growth. Mercer Advisors is an equal opportunity employer offering a competitive salary and benefits package. We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.

Keywords: Paycom, Birmingham , Regional Vice President, Executive , Warrior, Alabama

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