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← Mercer Advisors

Associate Vice President, Channel (San Francisco, CA)

Mercer Advisors
Location
San Francisco
Posted
16 days ago
Department
Client Development
What they actually want (must-haves)
  • 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
Nice to have
  • Experience with Salesforce or similar CRM platforms
  • Highly organized and process driven
  • Strong communicator with the ability to support timely, clear follow-up
  • Detail oriented with a high standard for data accuracy and task execution
  • Comfortable operating behind the scenes to improve execution and remove friction from the sales process
What the job really is

The Associate Vice President, Channel role at Mercer Advisors focuses on enhancing sales operations and supporting Regional Vice Presidents (RVPs) to improve their efficiency and effectiveness in the sales process. This internal support position involves maintaining Salesforce data accuracy, managing sales pipelines, coordinating proposal requests, and facilitating communication with advisors. The role is designed to streamline operations and may serve as a pathway to a Regional Vice President position for high-performing individuals.

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
Things to weigh
  • No specific mention of remote work flexibility, though a professional or home office environment is indicated
  • Role primarily focuses on internal support rather than direct client interaction
  • Position includes both daytime and evening hours, which may affect work-life balance
Job score3.4/5
Benefits5/5
Freshness4/5
Career value4/5
Role clarity4/5
Pay transparency0/5

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