Director, Targeted Acquisition

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 42,800+ families across 110+ 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 [... source excerpt omitted ...] tools that help advisors identify, prioritize, and convert high-value prospects. This is a product-centric, player-coach role for someone who enjoys both strategy and execution. You'll define the roadmap, operating model, campaign architecture, and growth strategy for these programs while personally leading key launches, solving complex problems, and building scalable systems that drive measurable business results. You'll manage a small contractor team responsible for campaign execution and QA, but success will come from your ability to roll up your sleeves, move quickly, and turn ideas into action. A critical thread throughout this role is driving effective adoption of AI-p [... source excerpt omitted ...] vement with delegation as programs mature and scale. 1:1 Sales Enablement & Tooling Own marketing's strategy and governance for digital prospecting and acquisition tools used by client development teams. Define use cases, adoption strategies, best practices, and success metrics for each tool. Partner with Client Development, Revenue Operations, and Marketing teams to ensure tools are embedded into real-world workflows and deliver measurable value. Identify opportunities to expand capabilities and improve advisor adoption. Measurement & Optimization Define and track metrics from outreach through meeting conversion, pipeline generation, and downstream client impact. Trans