<div class="content-intro"><p> </p> <p><strong>Why Work at Mercer Advisors?</strong></p> <p>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.</p> <p>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.*</p> <p>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.</p> <p>Join us and help families amplify and simplify their financial lives with confidence.</p> <p><span style="font-size: 10pt;"><em>* 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 <a href="https://www.barrons.com/advisor/report/top-financial-advisors/ria?page=1&">here</a>.</em></span></p></div><table> <tbody> <tr> <td width="623"> <p><strong>Job Summary:</strong></p> </td> </tr> <tr> <td width="623"> <p>Mercer Advisors uses a team-selling model for our most complex client opportunities. Regional sales leaders, wealth advisors, and specialists across tax, estate planning, financial planning, and investments come together around a single high net worth household. That is a lot of moving parts and a lot of people. That’s where you come in, the Program Operations Senior Manager. </p> <p> </p> <p>You will partner directly with the Director of Client Development to own how this program runs. This is not a back-office job. It is highly visible across the organization. You’ll work with sales leaders, coordinate specialists, partner with IT, and tell us when something isn’t working. The most valuable thing you can do is notice which step keeps breaking, which objection keeps showing up or which team keeps getting skipped.</p> </td> </tr> </tbody> </table> <p> </p> <table> <tbody> <tr> <td width="623"> <p><strong>Essential Job Functions for this role include:</strong></p> </td> </tr> <tr> <td width="623"> <p><em>Run the program</em></p> <ul> <li>Own the sales process day to day, from opportunity creation through verbal commit and handoff</li> <li>Define what qualifies for a HNW prospect and set the standards for stages, aging opportunities, meetings, and specialist participation</li> <li>Track active opportunities, find out why they’ve gone quiet, and step in to get them moving</li> <li>Be the first stop for RVPs, CDAs, and specialists when they need an answer, a template, or a status</li> </ul> <p> </p> <p><em>Own the data and reporting</em></p> <ul> <li>Own HNW pipeline data in Salesforce, including stage definitions, hygiene standards, and one certified source of truth</li> <li>Partner with Salesforce IT to turn manual reporting into governed dashboards</li> <li>Produce the biweekly pipeline reporting for senior leaders and explain what it means</li> <li>Log how opportunities end and keep competitive intel current with what the field is hearing</li> </ul> <p> </p> <p><em>Build the field’s capability</em></p> <ul> <li>Build and deliver training, onboarding, playbooks, and templates, and keep them from going stale</li> <li>Measure adoption and turn what the data shows into coaching</li> <li>Work with the Deal Desk and bring patterns from closed opportunities back to the program</li> </ul> <p> </p> <p><em>Influence across the business</em></p> <ul> <li>Partner with IT, Operations, Marketing, Learning & Development, and Compliance</li> <li>Resolve channel overlap across HNW, Direct-to-Consumer, and Employee Referral</li> <li>Build business cases and present recommendations to senior leaders</li> <li>Forecast specialist capacity so constraints surface before they slow deals</li> </ul> </td> </tr> </tbody> </table> <p> </p> <table> <tbody> <tr> <td width="623"> <p><strong>Knowledge, Skills, and Abilities:</strong></p> </td> </tr> <tr> <td width="623"> <ul> <li>8+ years in sales operations, program management, or revenue enablement, ideally in wealth management or financial services</li> <li>Strong Salesforce skills, including dashboards, pipeline hygiene, and reporting</li> <li>Working knowledge of tax, estate, financial planning, and investments to credibly coordinate specialists</li> <li>Hands-on AI