Program Operations Senior Manager

Mercer Advisors uses a team-selling model for their most complex client opportunities. The Program Operations Senior Manager will partner directly with the Director of Client Development to oversee the entire program, ensuring seamless coordination between regional sales leaders, wealth advisors, and specialists across tax, estate planning, financial planning, and investments.

This is not a back-office role—it is highly visible across the organization. Responsibilities include working with sales leaders, coordinating specialists, partnering with IT, and identifying inefficiencies in the process. The ideal candidate will notice recurring issues, common objections, or overlooked teams and address them proactively.

Essential Job Functions:

Run the program

• Own the sales process from opportunity creation through verbal commitment and handoff
• Define standards for HNW (High Net Worth) prospect qualification, stages, aging opportunities, meetings, and specialist participation
• Track active opportunities, identify reasons for stagnation, and intervene to keep deals moving
• Serve as the primary point of contact for RVPs, CDAs, and specialists for answers, templates, or status updates

Own the data and reporting

• Manage HNW pipeline data in Salesforce, including stage definitions, hygiene standards, and a single source of truth
• Collaborate with Salesforce IT to automate manual reporting into governed dashboards
• Generate biweekly pipeline reports for senior leaders and explain their implications
• Log how opportunities conclude and maintain competitive intelligence

Build the field’s capability

• Develop and deliver training, onboarding materials, playbooks, and templates, ensuring they remain current
• Measure adoption rates and translate data insights into coaching strategies
• Work with the Deal Desk to analyze patterns from closed opportunities and apply learnings to the program

Influence across the business

• Partner with IT, Operations, Marketing, Learning & Development, and Compliance
• Resolve channel overlap between HNW, Direct-to-Consumer, and Employee Referral programs
• Create business cases and present recommendations to senior leadership
• Forecast specialist capacity to avoid constraints that slow down deals

Knowledge, Skills, and Abilities:

• 8+ years in sales operations, program management, or revenue enablement, ideally in wealth management or financial services
• Proficient in Salesforce, including dashboards, pipeline hygiene, and reporting
• Working knowledge of tax, estate planning, financial planning, and investments to effectively coordinate specialists
• Hands-on AI experience in a professional setting
• Ability to coordinate teams toward decisions without being the most senior person in the room
• Clear writing skills and ability to translate data into executive recommendations
• Proactive problem-solving mindset, with a focus on spotting trends early and addressing issues before they escalate
• Comfortable building structure in fast-moving, ambiguous environments