About this role
Director, Client Relationship Expansion at Mercer Advisors. Location: United States. Role: leading activation, coaching advisors, designing programs Requirements: 7+ years in wealth management or advisor-facing coaching; Bachelor's degree required; CFP® preferred; strong facilitation, coaching, and advisor engagement skills; familiarity with eMoney, Salesforce, and Aspen. Category: Business Development Seniority: Senior Level Tools: eMoney, Salesforce, Aspen Certifications: cfp Commitment: Full Time Workplace: Field Languages: English