Director, Client Relationship Expansion

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:

The Director, Client Relationship Expansion is a senior field practitioner who delivers Mercer Advisors' Client Relationship Expansion programs directly to advisors and Managing Partners across assigned markets. The role owns advisor coaching, market activation, and Managing Partner engagement, and supports the program's scale across all three divisions. The Director leads full activation cycles independently, embeds in market leadership cadences, and applies the firm's advisor behavior standards in every engagement. Approximately 75% of this role is advisor-facing field delivery; 25% is program design, messaging, and strategic initiative support.

Essential Job Functions for this role include:

Market Activation Advisor Engagement

Lead full Relationship Expansion activation cycles in assigned markets — from Managing Partner partnership and practice diagnostic through advisor discovery, pipeline development, and close.

Serve as the primary field presence across the Relationship Expansion program portfolio, including Workshops, Direct Opportunity Support, and 1:1 and Small Group Activation Coaching.

Partner with the Senior Director on Market Plans, supporting diagnostic and strategic planning conversations with Managing Partners and Team Leaders.

Build direct working relationships with Managing Partners and Relationship Managers; embed in their team cadences without requiring Senior Director presence.

Advisor Coaching Development

Deliver 1:1 coaching, group education sessions, and office hours across active markets; build advisor confidence and held-away conversation habits through structured, repeated engagement.

Apply the firm's advisor behavior standards in every coaching engagement, translating program content into practical advisor action.

Coach advisors on share of wallet dynamics, held-away asset conversations, and opportunity-specific language across Outside Assets, Account Bridge, Excess Cash, and Concentrated Positions.

Track advisor progress and surface patterns in confidence, objection handling, and pipeline conversion to inform program iteration.

Program Strategy Continuous Improvement

Contribute to program design, coaching module development, and field messaging — bringing direct field observation to the Senior Director and Program Manager to sharpen materials and approach.

Participate in weekly pipeline reviews with Managing Partners; provide market-level engagement reporting to the Senior Director.

Identify friction points in advisor activation and recommend process or content improvements.

Support onboarding of M A-integrated advisors into Relationship Expansion programs and advisor behavior standards.

Knowledge, Skills, and Abilities:

Experience: 7–12 years in wealth management, advisor coaching, field enablement, or advisor-facing consulting. Prior experience leading coaching programs or structured advisor development initiatives strongly preferred.

Credentials: CFP® or equivalent professional credential preferred. Demonstrated credibility with HNW advisors and firm leadership — not an L D or training generalist background.

Subject Matter Expertise: Strong working knowledge of share of wallet concepts, held-away asset dynamics, and the mechanics of relationship expansion conversations across opportunity types.

Communication: Exceptional verbal communication and facilitation skills. Comfortable leading sessions with experienced advisors, Managing Partners, and Relationship Managers without a script.

Platforms: Familiarity with …