Enablement Specialist

Mercer Advisors is building one of the most ambitious client development organizations in the wealth management industry—and we need talented operators who can bring our programs to life in the field. As an Enablement Specialist, you’ll be a key member of the Client Development Operations team, working alongside program leaders and RVPs to ensure our people have the tools, content, and training they need to perform at their best.

This is a role for someone who thrives at the intersection of content, communication, and process—someone who can take complex ideas and make them simple and actionable for a field sales organization.

Essential Job Functions:

• Build, organize, and maintain a centralized content hub that serves as the single source of truth for RVPs and program teams
• Drive playbook adoption across the field—developing rollout strategies, tracking usage, and iterating based on feedback
• Partner with program leads to develop and refine communication cadences that keep field teams informed, aligned, and engaged
• Support launch readiness for new programs, initiatives, and tools—coordinating training, materials, and rollout timelines
• Monitor technology and sales tool adoption, identifying gaps and building campaigns to improve usage
• Contribute to the development of the sales tooling strategy by surfacing field feedback and documenting needs
• Track enablement metrics and produce regular reports on content engagement, tool adoption, and program readiness

Knowledge, Skills, and Abilities:

• 5–7 years of experience in sales enablement, revenue operations, or a closely related field—ideally within financial services or a distributed sales organization

• Proven ability to design and manage content libraries, playbooks, and communications for a field sales team

• Strong project management skills—you can run multiple workstreams simultaneously and hit deadlines without constant oversight

• Experience with project management & enablement platforms and CRM tools (Salesforce preferred)

• Excellent written and verbal communication skills—you write clearly, concisely, and with purpose

• Comfort working in a fast-moving, high-growth environment where priorities shift and ambiguity is part of the job

• Collaborative by nature—you build relationships easily and can work effectively across teams without formal authority

• A genuine interest in the wealth management industry and a desire to grow within a market-leading firm

PREFERRED QUALIFICATIONS:

• Experience supporting a geographically distributed sales organization

• Familiarity with adult learning principles and instructional design

• Exposure to sales methodology frameworks and conversion principles