VP, Growth Enablement – Operations

Job not on LinkedIn

🔥 28 minutes ago

🇺🇸 United States – Remote

💵 $195k - $225k / year

⏰ Full Time

🔴 Lead

⚙️ Operations

👻 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 master roadmap for the Growth organization across Client Development, Growth programs, and shared services • Manage portfolio intake, visibility, sequencing, prioritization facilitation, and capacity management • Coordinate cross-functional initiatives across Client Development, Marketing, Technology, and Analytics • Maintain visibility into active, at-risk, and decision-dependent initiatives • Design and own Client Development meeting cadences, agendas, and operating rituals • Track key initiatives and ensure accountability, follow-through, and senior leadership visibility • Produce leadership updates and board-ready materials • Directly manage and coach four Revenue Operations and Enablement team members • Set weekly and quarterly priorities and drive execution through structured two-week sprints • Build and own RVP onboarding and training • Lead deployment of new tools, programs, and processes • Drive change management for technology rollouts, compensation plan changes, and territory design • Own the conversion improvement roadmap across Proposals, Training, High Value Opportunities, and Performance Coaching • Partner with Data Analytics on conversion trends, risks, and program performance • Gather field insights from RVPs, Managing Directors, and advisors • Surface blockers, escalate decisions, and report conversion progress and opportunities to Growth leadership

🎯 Requirements

• Availability Monday through Friday, 8AM to 5PM, with occasional early or late hours as needed • Ability to work in a professional office environment or dedicated home office workspace free of interruptions • Ability to routinely sit and stand for periods of time • No heavy lifting over 10 lbs. • Ability to lead Revenue Operations and Enablement across operational infrastructure and field enablement • Ability to manage and coach a four-person team • Experience coordinating cross-functional programs across Client Development, Marketing, Technology, and Analytics • Experience with portfolio governance, intake, sequencing, and capacity management • Experience driving conversion improvement programs and change management • Ability to work with data analytics and full-funnel conversion reporting • Ability to create leadership updates and board-ready materials

🏖️ 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 at preferred employee pricing • Basic technology needs provided for the position