Senior Manager, Program Operations – High Net Worth

Job not on LinkedIn

🔥 14 hours ago

🇺🇸 United States – Remote

💵 $110k - $120k / year

⏰ Full Time

🟠 Senior

📋 Program Manager

👻 Ghost score 0%

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Mercer Advisors

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 1985

🛡️ Insurance

💼 Consulting

💳 Fintech

Insurance • Consulting • Fintech

Mercer Advisors is a comprehensive financial advisory firm that focuses on simplifying and amplifying clients' financial lives. They offer a family office-style service, providing a unified team of financial planners, investors, accountants, and estate specialists who tailor financial plans to individual needs. With over 40 years of experience, the firm emphasizes personalized, fiduciary-focused service without compromising on institutional-grade portfolio management, making it accessible for families and individuals seeking to enhance their financial future.

📋 Description

• Own the sales process day to day, from opportunity creation through verbal commit and handoff • Define HNW prospect qualifications and standards for stages, aging opportunities, meetings, and specialist participation • Track active opportunities, diagnose inactivity, and intervene to move them forward • Serve as the first stop for RVPs, CDAs, and specialists needing answers, templates, or status updates • Own HNW pipeline data in Salesforce, including stage definitions, hygiene standards, and a certified source of truth • Partner with Salesforce IT to convert manual reporting into governed dashboards • Produce biweekly pipeline reporting for senior leaders and explain its implications • Log opportunity outcomes and maintain current competitive intelligence • Build and deliver training, onboarding, playbooks, and templates • Measure adoption and turn data insights into coaching • Work with Deal Desk and feed closed-opportunity patterns back into the program • 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 are identified before slowing deals • Partner directly with the Director of Client Development to own program operations

🎯 Requirements

• 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 • 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 ability to turn data into executive recommendations • Problem-solving mindset; ability to speak up when something is wrong and spot trends early • Comfort building structure in a fast-moving, ambiguous environment • Availability Monday through Friday, 8AM to 5PM, with occasional early or late hours • E-Verify and federal employment eligibility verification requirements apply

🏖️ Benefits

• 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) • Adoption Assistance Reimbursement Program • Company Paid Concierge Services • 401(k) Retirement Plan with Traditional and Roth plans, per-pay-period match, and after-tax option • Pet Insurance • Personalized financial planning and guidance from Mercer Advisors professionals at preferred employee pricing • Basic technology needs provided for the position • Incentive compensation eligibility through one of Mercer Advisors’ incentive compensation programs