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
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 USD
Benefits: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:
- 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) to provide time for recovery, baby bonding, and enjoying your family time.
- Adoption Assistance Reimbursement Program
- Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more.
- 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option
- Pet Insurance
- Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing
We are not accepting unsolicited resumes from agencies and/or search firms for this job posting. 
