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Regional Vice President of Community Engagement

Mercer AdvisorsConnecticut; New YorkNew
On-site Full-time $100K/yr - $150K/yr

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Experience Level

Senior Level Manager

Qualifications

Key Responsibilities:Engage with prospective wealth management clients through Zoom, phone, and in-person meetings to comprehend their unique needs and demonstrate how Mercer Advisors can assist them. Leverage financial acumen and organizational resources to craft customized value propositions that align with client goals. Drive sales momentum in a collaborative, client-centric environment.

About the job

Mercer Advisors seeks a Regional Vice President of Community Engagement to help advance the firm’s mission of supporting families through comprehensive wealth management. This position is based in Connecticut or New York and plays a key role in connecting with communities and fostering relationships that align with Mercer Advisors’ client-focused values.

Role overview

This leadership role centers on building strong community partnerships and promoting Mercer Advisors’ holistic approach to financial planning, investment management, tax strategy, estate planning, and insurance solutions. The Regional Vice President will represent the firm’s commitment to acting as a fiduciary and maintaining high standards of service across the region.

What you will do

  • Engage with local organizations and individuals to expand Mercer Advisors’ presence and impact.
  • Champion the firm’s values of diversity, inclusion, and client-first service in all community interactions.
  • Collaborate with internal teams to deliver unified, high-quality financial solutions to families.

Requirements

  • Experience in community engagement or a related leadership role.
  • Strong communication and relationship-building skills.
  • Ability to represent Mercer Advisors’ values and services within Connecticut and New York.

About Mercer Advisors

Mercer Advisors has served families for over forty years, providing integrated wealth management services to more than 31,300 families in over 90 cities nationwide. The firm is recognized as the #1 Registered Investment Advisor (RIA) for firms managing up to $70 billion in assets, according to Barron’s. Mercer Advisors is an independent national fiduciary, committed to acting in the best interest of clients. The company values flexibility, diversity, and inclusion, with half of its workforce and client-facing teams comprised of women.

For details on Mercer Advisors’ Barron’s ranking and methodology, visit this page.

About Mercer Advisors

Mercer Advisors is a leading financial services firm dedicated to offering personalized wealth management solutions. Our commitment to diversity, employee empowerment, and client success sets us apart in the financial industry.

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