Director, Targeted Acquisition

About this role

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 Develop

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