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 information about the ranking criteria methodology here.
Job Summary:
The Director, Targeted Acquisition will own and scale Mercer Advisors' targeted acquisition ecosystem, including the Pinpoint program, FINNY, and other AI-powered prospecting, outreach, and engagement 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-powered tools and agent-based workflows to improve speed, personalization, and scale. The ideal candidate is already using AI to solve business problems, improve workflows, generate insights, and accelerate execution. They are equally comfortable leading executive-level discussions, building cross-functional alignment, and working through the details required to launch and optimize programs.
Essential Job Functions for this role include:
Targeted Acquisition Product Ownership & Scale
- Own the end-to-end strategy, operating model, roadmap, and performance of Mercer Advisors' targeted acquisition ecosystem, including Pinpoint, FINNY, and related prospecting and engagement tools.
- Partner closely with technology, vendors, and business stakeholders to shape product roadmaps, prioritize enhancements, and improve adoption.
- Personally lead high-priority launches, pilots, and growth initiatives that establish best practices and set the quality bar for the organization.
- Evolve programs from pilot-stage initiatives into scalable, repeatable capabilities that can be leveraged across markets, specialties, and advisor teams.
- Identify opportunities to leverage AI-powered automation, agents, and assisted workflows to increase efficiency and effectiveness while maintaining appropriate human oversight.
Audience Identification & Segmentation
- Own identification and prioritization of high-value target audiences using data, market insights, sales input, and AI-assisted signals.
- Translate growth priorities into audience segments based on profession, life stage, geography, intent signals, affinity, and other factors.
- Architect testable campaigns with clear objectives, success metrics, and learning agendas.
- Make thoughtful decisions with imperfect information, balancing rigor, speed, and commercial impact.
- Continuously refine targeting strategies based on performance data, market changes, and field feedback.
Messaging Strategy & Localization
- Partner with the Director of Specialty Marketing on campaign strategy, content development, and go-to-market planning.
- Personally develop and refine outreach messaging for flagship campaigns across email, LinkedIn, landing pages, and other channels.
- Leverage AI tools to accelerate message variation, personalization, testing, and optimization while maintaining brand standards and quality.
- Develop templates, playbooks, and best practices that can scale across markets and specialties.
Player-Coach Enablement
- Serve as a hands-on partner to local market teams, specialty teams, and sales leaders on targeted acquisition strategy and execution.
- Partner directly with stakeholders to shape audiences, messaging, campaign structure, and activation plans.
- Lead working sessions that help teams translate strategy into action and improve execution quality across the organization.
- Build scalable processes, documentation, and enablement programs that increase organizational capability over time.
Contractor Team Management
- Manage contractors responsible for campaign builds and execution.
- Define workflows, operating procedures, and quality standards that support scale and consistency.
- Review and QA output for accuracy, effectiveness, and adherence to best practices.
- Balance hands-on involvement 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.
- Translate performance data into actionable recommendations for leadership and business partners.
- Use insights to continuously improve audience strategy, messaging, operating models, and program investments.
- Establish testing frameworks and learning agendas that drive ongoing performance improvements.
- You are highly analytical, intellectually curious, and energized by solving difficult business problems.
- You are a builder. You enjoy creating new programs, improving systems, and turning ideas into real business outcomes.
- You do not wait for perfect direction or complete information. You identify opportunities, develop solutions, and move work forward.
- You combine structured thinking with pragmatic execution and know how to balance strategy with action.
- You are resourceful, adaptable, and comfortable navigating ambiguity.
- You are effective at building alignment, influencing stakeholders, and driving cross-functional initiatives forward.
- You take ownership, follow through, and consistently deliver results.
Knowledge, Skills, and Abilities:
- 5-8 years of experience in management consulting, growth strategy, growth marketing, commercialization, product management, business operations, acquisition marketing, or related fields.
- Strong preference for candidates with experience leading complex cross-functional projects in consulting, strategy, growth, or operating roles.
- Demonstrated track record of building and scaling programs, products, processes, or growth initiatives from concept through execution.
- Proven ability to drive measurable business outcomes and move initiatives from idea to implementation.
- Ability to balance strategic thinking with hands-on execution. Equally comfortable developing recommendations and doing the work required to bring them to life.
- Strong analytical and problem-solving skills with a structured approach to identifying opportunities, prioritizing investments, and overcoming obstacles.
- Experience influencing stakeholders and driving adoption without direct authority.
- Deep experience with 1:1, account-based, or highly targeted digital marketing programs. Outbound or sales-adjacent experience strongly preferred.
- Demonstrated comfort experimenting with and adopting AI-powered tools, automation, or agent-based workflows, along with strong judgment regarding where AI adds value versus where human oversight is required.
- Strong written and verbal communication skills, with the ability to simplify complex concepts and influence senior stakeholders.
- Highly organized, proactive, and able to thrive in a fast-moving environment with significant ownership and accountability.
Work Schedule:
This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs.
All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period.
Working Conditions:
This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs.
Application Deadline: The initial deadline for applications is 8/15/2026. Applications submitted after this date may still be considered on a rolling basis until the position/program is filled. We encourage all interested candidates to apply as early as possible. If a final decision has not been made by the initial deadline, subsequent applications will be reviewed as they are received.
Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors’ incentive compensation programs.
Benefits:
Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:
- 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.
- 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 for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.
- 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 Advisors professionals, offered at preferred employee pricing
We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.
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.
If you need an accommodation during the application or hiring process, please email [email protected]. This inbox is for accommodation requests only.
For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights.
If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here.
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