Associate Vice President, Channel (San Francisco, CA, Denver, CO, Phoenix, AZ, A

Job Summary
The Associate Vice President, Channel is a sales operations and capacity enablement role designed to increase Regional Vice President (RVP) capacity, improve speed-to-lead, increase conversion, and elevate the overall prospect experience. Deployed to support the market and managed centrally, this role focuses on sales execution support, operational rigor, and responsiveness. The AVP removes friction from the sales process so RVPs can spend more time selling, developing Financial Consultant (FC) and advisor partnerships, and advancing opportunities. This position is primarily an internal support role, with occasional external contact in support of RVP, FC, and advisor communications and follow-up. This role also serves as a potential career progression path to a Regional Vice President position for high‑performing individuals.

Key Responsibilities

Maintain Salesforce hygiene and data accuracy to support visibility, forecasting, and effective follow‑through.

Manage pipeline upkeep and administrative follow‑up to help protect opportunity flow and conversion.

Support advisor match and routing to help ensure timely response and appropriate lead handling.

Serve as a backup resource for inbound FC calls and support, as needed.

Coordinate Financial Planning Group (FPG) proposal requests and other sales support tasks that advance opportunities efficiently.

Manage wholesaling and FC‑facing email support to improve responsiveness and consistency.

Protect speed-to‑lead and overall responsiveness across the market through disciplined task execution and follow‑up.

Support branch events and post‑event follow‑up activities in partnership with market leadership.

Support the Regional Vice President by collecting and organizing prospect data and personal details to facilitate a seamless new client onboarding process.

Preferred Profile

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.

Reliable partner for RVPs, helping preserve their time for selling and coaching.

Experience with Salesforce or similar CRM platforms.

2 years of Financial services, sales support, or sales operations experience.

Required Knowledge, Skills, and Abilities

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.

Experience determining the needs of partners and prospects through probing questions, offering solutions, and asking for the right actions.

Strong technical aptitude with proficiency in Microsoft Excel, Word, Outlook, and PowerPoint.

Flexibility to travel.

Work Schedule
Position will include daytime and evening hours.

Working Conditions
Professional or home office environment. Traveling, standing and sitting.

Base Pay Range
$68,000 — $80,000 USD

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 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.

Two comprehensive Dental Plans

Vision Insurance Plan

Dependent Care Savings Account for child and dependent care.

14 Company Paid Holidays including a full week off at Thanksgiving.

Generous paid time off program for vacation and sick days.

Employee Assistance Plan

Family Medical Leave

Paid Parental Leave (8 weeks)

Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.

Adoption Assistance Reimbursement Program

Company Paid Concierge Services through from Mercer Advisors professionals.

401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after‑tax option.

Pet Insurance

Personalized financial planning and guidance from Mercer's professionals, offered at preferred employee pricing.

EEO Statement
Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E‑Verify and complies with federal employment eligibility verification requirements.

Accommodation Requests
If you need an accommodation during the application or hiring process, please email PeopleTeam@merceradvisors.com. This inbox is for accommodation requests only.

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