Program Operations Manager

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:

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.  

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.

Essential Job Functions for this role include:

Run the program

• Own the sales process day to day, from opportunity creation through verbal commit and handoff
• Define what qualifies for a HNW prospect and set the standards for stages, aging opportunities, meetings, and specialist participation
• Track active opportunities, find out why they’ve gone quiet, and step in to get them moving
• Be the first stop for RVPs, CDAs, and specialists when they need an answer, a template, or a status

Own the data and reporting

• Own HNW pipeline data in Salesforce, including stage definitions, hygiene standards, and one certified source of truth
• Partner with Salesforce IT to turn manual reporting into governed dashboards
• Produce the biweekly pipeline reporting for senior leaders and explain what it means
• Log how opportunities end and keep competitive intel current with what the field is hearing

Build the field’s capability

• Build and deliver training, onboarding, playbooks, and templates, and keep them from going stale
• Measure adoption and turn what the data shows into coaching
• Work with the Deal Desk and bring patterns from closed opportunities back to the program

Influence across the business

• Partner with IT, Operations, Marketing, Learning & Development, and Compliance
• Resolve channel overlap across HNW, Direct-to-Consumer, and Employee Referral
• Build business cases and present recommendations to senior leaders
• Forecast specialist capacity so constraints surface before they slow deals

Knowledge, Skills, and Abilities:

• 8+ years in sales operations, program management, or revenue enablement, ideally in wealth management or financial services
• Strong Salesforce skills, including dashboards, pipeline hygiene, and reporting
• Working knowledge of tax, estate, financial planning, and investments to credibly coordinate specialists
• Hands-on AI experience in a work setting
• Proven ability to coordinate a group toward a decision without being the most senior person in the room
• Clear writing and the ability to turn data into executive recommendations
• A driver who solves rather than escalates, speaks up when something is wrong, and spots trends early
• Comfort building structure in a fast-moving, ambiguous environment

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 11/15/2026. 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. 

Base Pay Range $110,000—$120,000 USD

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.

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For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights.

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