Director, Targeted Acquisition
Quick Summary
The initial deadline for applications is 5/7/2026. Applications submitted after this date may still be considered on a rolling basis until the position/program is filled.
What We Offer
~2 min readFor 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.*
Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible.
Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country.
* 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.
The Director, Targeted Acquisition will build, own and scale Mercer Advisors' Pinpoint program, an AI-powered, personalized outreach engine, shaping its end-to-end acquisition experience from first touch through conversion.
This is a product centric, player-coach role. You'll own the product/program roadmap and personally build high-impact campaigns (especially key launches and early iterations) while coaching local teams to design, execute, and optimize their own. You'll manage a small contractor team handling day-to-day campaign builds and QA, but you retain ownership of strategy, quality, and complex execution.
Critically, this role does not stop at marketing execution. You are accountable for defining the full‑funnel operating model, ensuring that once a prospect engages, the handoff to Client Development is clear, consistent, and designed to convert.
A core thread throughout the role is driving adoption of AI‑powered tools and workflows to improve speed, personalization, and scale, while applying sound judgment about where human oversight is required. The ideal candidate is already using AI in campaign design, messaging, segmentation, and QA, and defines best practices through hands-on experimentation.
Pinpoint Program/ Product Ownership & Scale
- Own the end-to-end Pinpoint program: strategy, operating model, campaign architecture, testing agenda, and performance optimization.
- Partner deeply with vendors and internal technology teams to shape the product roadmap and unlock new capabilities.
- Lead flagship launches, pilots, and high-visibility campaigns that set the quality bar.
- Scale Pinpoint from pilot to a repeatable program across markets and specialties, including a self-serve model for field teams alongside national campaigns.
- Drive adoption of AI-powered capabilities (automation, agents, assisted workflows) to scale 1:1 outreach while maintaining human judgment where it matters.
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 (profession, life stage, geography, intent signals, affinity) and architect testable campaigns with clear objectives and success metrics.
- Make segmentation decisions with imperfect data, balancing rigor, speed, and test-and-learn principles. Refine continuously based on performance and field feedback.
Messaging Strategy & Localization
- Partner with Specialty Marketing on campaign concepts and positioning.
- Personally draft and version 1:1 outreach messaging for flagship campaigns.
- Leverage AI to accelerate personalization and testing while maintaining brand, quality, and compliance standards.
- Create templates, examples, and best practices that scale across markets and specialties.
- Own the marketing‑to‑sales handoff experience for targeted acquisition programs, ensuring that engagement converts into confident, timely client development action.
- Partner with Client Development, RevOps, and Operations to define and document post‑engagement playbooks, including ownership, follow-up expectations, conversion standards.
- Ensure sales teams receive clear context on campaign intent, audience rationale, messaging themes, and recommended next actions.
- Identify conversion breakdowns and partner with Client Development to proactively evolve the operating model to improve consistency and outcomes.
Player-Coach Enablement
- Act as hands-on coach to local market teams and sales leaders on targeted acquisition and AI-enabled marketing.
- Lead working sessions and live enablement (not just training decks) to raise execution quality across the org.
Contractor Team Management
- Manage contractors responsible for campaign builds and execution. Define workflows incorporating AI-assisted execution with clear accountability and quality control.
- Review and QA output for accuracy, consistency, and adherence to standards. Balance hands-on work with delegation as the program scales.
Measurement & Optimization
- Define and track metrics from outreach through meeting conversion and downstream client impact.
- Synthesize results into actionable insights for leadership and field teams, and use performance data to inform audience strategy, messaging evolution, and program investment.
- 8-12+ years in growth marketing, digital acquisition, consulting, or program/product leadership. Background as someone who has personally built and shipped programs, not just advised on them.
- Deep experience with 1:1 or account-based digital marketing; outbound or sales-adjacent marketing strongly preferred.
- Demonstrated comfort experimenting with and adopting AI-powered marketing tools, automation, or agent-based workflows, with strong judgment on where AI adds value vs. where human oversight is required.
- Excellent communicator: Comfortable drafting messaging, shaping narratives, and giving direct, constructive feedback.
- Highly organized, proactive, and able to own complex, ambiguous initiatives. A trusted partner to senior leaders and field teams alike.
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.
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 5/7/2026. 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.
What We Offer
~2 min readMercer 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 PeopleTeam@merceradvisors.com. 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.
CCPA Notice at Collection
Location & Eligibility
Listing Details
- Posted
- April 17, 2026
- First seen
- April 17, 2026
- Last seen
- May 5, 2026
Posting Health
- Days active
- 17
- Repost count
- 0
- Trust Level
- 56%
- Scored at
- May 5, 2026
Signal breakdown
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