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Why Work at Mercer Advisors?
For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.*
Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible.
Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country.
* 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:
We are seeking a seasoned leader to drive Mercer’s High-Net-Worth (HNW) Client Development Program—a critical initiative focused on winning and retaining our most valuable prospects. The HNW Program Manager serves as a strategic orchestrator, aligning executive stakeholders and cross-functional teams to deliver a bespoke, concierge-level experience from initial engagement through proposal and close.
This role goes beyond coordination—it is a strategic advisor and deal enabler. The Program Manager will consult with sales leadership on competitive positioning and win strategies, influence pricing and discount decisions, and ensure service offerings are tailored to client needs. Acting as the central point of accountability, this individual will manage complex, multi-step pursuits, maintain governance rigor, and elevate the client experience to the highest standard.
Essential Job Functions For This Role Include:
- Lead Strategic Pursuit Teams: Stand up and guide agile “Tiger Teams” for high‑value opportunities; validate lead eligibility and stand up teams leveraging standardized, organized process with stakeholder buy-in. Ensure capacity and manage specialist assignments.
- Ensure Orchestration of HNW customer journey: As the leader of this program, you are accountable for driving flawless execution of the Tiger Team process to deliver exceptional outcomes for high-value prospects. This includes ensuring the sales team adheres to the established pursuit framework—coordinating calendars, setting agendas, and leading internal preparation huddles; scheduling and managing proposal calls; and confirming executive participation with all resources fully briefed and aligned.
- Consult on Deal Strategy and Pricing: Partner with sales team and leaders to craft winning approaches, optimize pricing structures and align service offerings with client priorities
- Manage internal stakeholders: Interface with senior leaders; synthesize updates clearly; escalate issues with context and recommended options; maintain momentum across multiple concurrent Tiger Teams.
- Develop unified governance & CRM hygiene: Ensure Tiger Team artifacts (notes, action items, decisions) are captured; keep Salesforce stages, owner assignments, and follow‑ups current; proactively surface risks/blockers and drive resolution.
- Drive long-term team strategy: Identify opportunities to improve and grow the program by establishing and tracking core program KPIs such as outcomes, conversion rates, cycle time, etc; facilitate retrospectives and document / act on learnings
Knowledge, Skills, And Abilities:
- 5 – 10 years of program/project management and/or sales operations experience coordinating executive stakeholders and complex, multi‑step deals
- Series 65 or Series 66 license (or qualifying exemption via CFP®, ChFC, PFS, CFA, or CIC where applicable)
- Exceptional client‑facing presence with the ability to interface directly with high‑net‑worth prospects and tailor a concierge‑level experience
- Strong orchestration skills: calendar and agenda management, meeting facilitation, action‑item tracking, and cross‑functional follow‑through across many moving pieces
- Outstanding written and verbal communication; executive‑ready synthesis; ability to produce clear briefs, recaps, and proposal packaging
- Proficiency with Salesforce (CRM), Microsoft Teams/Zoom, and Microsoft Office (Excel/PowerPoint); familiarity with scheduling/routing tools (e.g., Calendly) and collaboration platforms (Box)
- Proactive problem solver with high ownership; thrives in a fast‑paced, dynamic environment; adept at risk identification and mitigation
- High discretion and judgment; understands compliance, documentation, and recordkeeping requirements in a regulated environment
- Bachelor’s degree from an accredited institution required
Work Schedule:
Daytime and evening hours as needed.
Working Conditions:
Professional office environment. Working inside. Standing and sitting.
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.
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 on a per pay period basis 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 with 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 (6 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
- Pet Insurance
We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.
Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws. Mercer Advisors provides equal employment opportunity in all aspects of employment and employee relations, including recruitment, hiring, training and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and all other terms, conditions, and privileges of employment in accordance with applicable federal, state, and local laws.
Applicants have rights under federal employment laws:
- Family and Medical Leave Act (FMLA)
- Employee Polygraph Protection Act (EPPA)
- Equal Employment Opportunity (EEO)
U.S. Federal law requires all employers to verify the identity and employment eligibility of all persons hired to work in the United States. Mercer Advisors participate in E-Verify to confirm work authorization.
- E-Verify
- Right to Work
If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here.
CCPA Notice at Collection
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