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 is looking for a rare operator — someone who can think strategically, move fast, and get a lot done. As VP of Sales Enablement and Operations, you'll sit at the center of one of the most ambitious client development builds in the wealth management industry, responsible for three of the most critical levers in our growth engine. This is a purpose-built role designed for where we are going — not a backfill — created to bring structure, visibility, and momentum to a Growth organization that spans Client Development and Marketing.
This is not a role for someone who manages from a distance. You'll roll up your sleeves every single day — building roadmaps, coordinating conversion programs, running operating rhythms, and leading a high-performing central Revenue Operations and Enablement team. You bring clarity to complexity, urgency to problems, and follow-through to everything you touch.
You'll directly lead the Central Revenue Operations and Enablement team — a four-person team that spans both operational infrastructure and field enablement. Beyond your direct team, you'll orchestrate the broader network of shared services and program managers who keep the Client Development organization running. You'll also serve as a key operating partner within the broader Growth leadership team, which spans Client Development and Marketing program leads. This VP role facilitates and operationalizes decisions — you bring visibility, sequencing, and follow-through. Decision authority sits with Growth leadership.
Essential Job Functions for this role include:
Orchestrate the Value Creation and Program Roadmap
● Own the master roadmap for the Growth organization — tracking all active programs and projects across Client Development, Growth programs, and shared services, sequencing rollouts, and ensuring shared resources are applied in the right order.
● Portfolio governance: own intake, visibility, sequencing, and capacity management across initiatives — facilitating prioritization decisions with Growth leadership, not making them unilaterally
● Partner with program managers and shared services teams across the broader Growth organization — including initiatives that span Client Development, Marketing, Technology, and Analytics — to facilitate cross-functional coordination, align priorities, remove dependencies, and ensure initiatives progress efficiently
● Maintain a live view of what's in flight, what's at risk, and what needs a decision — surfacing that picture to leadership clearly and consistently
Own the Operating Cadence for the Client Development Team
● Design and own the meeting cadences, agendas, and operating rituals that keep the Client Development organization aligned and moving forward
● Ensure the right conversations happen at the right time — weekly team syncs, monthly program reviews, quarterly roadmap sessions, and annual planning cycles
● Track key initiatives across the organization, ensuring accountability, follow-through, and visibility for senior leadership
● Produce clear, concise leadership updates and board-ready materials that reflect the state of the Client Development organization
Lead the Revenue Operations and Enablement Team
● Directly manage 4 members of the Revenue Operations and Enablement team — spanning both operational infrastructure and field enablement — providing clear direction, active coaching, and a culture of high performance
● Set priorities for the central revenue operations team on a weekly and quarterly basis — ensuring the team is working on the highest-leverage activities
● Build a team that operates with urgency, precision, and a bias for action — you set the standard and model it every day
● Drive execution through structured two-week sprints — keeping the team focused on the highest-priority work, moving with urgency, and maintaining clear accountability for what gets done each cycle
● RVP onboarding and training — your team builds and owns the onboarding experience that gets new RVPs productive quickly and aligned to how we work
● Rolling out new capabilities — serve as the deployment lead for new tools, programs, and processes, ensuring field teams understand, adopt, and leverage what's being launched
● Driving change management — lead the people side of significant organizational shifts, including new technology rollouts, compensation plan changes, and territory design
● Partner with the Head of Client Development to grow the Revenue Operations and Enablement function over time, making the case for investment where it's needed
Own the Conversion Improvement Roadmap
● Own the conversion improvement roadmap — a prioritized, sequenced, and living view of what's being worked on, what's at risk, and what needs a decision to move forward
● Drive cross-program coordination across all conversion drivers — Proposals, Training, High Value Opportunities, and Performance Coaching — ensuring these programs are sequenced well, not working at cross-purposes, and that blockers get surfaced and resolved quickly
● Partner with the data analytics team — who own full-funnel conversion reporting — to stay current on conversion trends, risks, and program-level performance, and translate that data into clear leadership updates that identify where the system needs attention
● Talk regularly to the field — RVPs, Managing Directors, and advisors — to understand what's holding up conversion in real time, and bring those insights back to the program leads who own the levers
This role owns the roadmap, the coordination, the visibility, and the follow-through — ensuring the system is working even when no single person owns the whole thing
● Surface blockers quickly and clearly — escalating where decisions are needed, and ensuring nothing stalls because the right people weren't in the room
● Report on conversion progress, trends, and opportunities to Growth leadership on a regular cadence — producing a clear, concise picture of where we stand and what needs attention
Knowledge, Skills, and Abilities:
● 12+ years of progressive experience in sales enablement, sales operations, revenue operations, management consulting, or a closely related field
● A proven track record of driving conversion improvement in a complex, distributed sales organization — you've done this before and you know how to do it again
● Consulting background strongly preferred — you can structure a problem, build a roadmap, and drive adoption across stakeholders you don't manage
● Agile practitioner — you run structured sprints, keep teams accountable to short cycles, and know how to sustain momentum across a complex portfolio; Agile certification or Lean Six Sigma Green Belt a plus
● Deep experience running operating rhythms for a senior leadership team — you know what good looks like and you've built it
● Exceptional at prioritization — you manage a high volume of concurrent projects without losing focus or letting things slip
● AI-forward — you've integrated AI tools into your own workflow and you actively help teams work smarter
● Strong cross-functional influencer — you earn trust quickly and can move things forward without formal authority
● A doer, not just a thinker — you're equally comfortable building a 90-slide roadmap and fixing a broken email template that's hurting conversion
● Excellent communicator — you write clearly, present confidently, and can distill a complex situation into a crisp narrative for any audience
● Financial services or wealth management experience is a plus, not a requirement
● Bachelor's degree required; MBA or advanced degree preferred
LEADERSHIP PROFILE
● You operate with urgency and follow-through — when you commit to something, it gets done
● You're a builder — you see what's missing and you go build it, without waiting to be asked
● You lead with clarity and confidence, but you listen first and you're genuinely curious about what's happening in the field
● You hold yourself and your team to a high bar, but you lead with care and develop people along the way
● You're comfortable being the person who brings order to ambiguity — that's not stressful for you, it's energizing
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 11/23/2026. 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 $195,000—$225,000 USDBenefits:
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:
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.
If you need an accommodation during the application or hiring process, please email PeopleTeam@merceradvisors.com. This inbox is for accommodation requests only.
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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