Senior Manager, Program Operations (High Net Worth)
New
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Mercer AdvisorsWealth management
Location: Remote, USAFull-TimeManager
SalaryBase Pay Range $110,000 — $120,000 USD. This position is also eligible to earn incentive compensation through one of Mercer Advisors’ incentive compensation programs.
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Job Details
- Experience
- 8+ years in sales operations, program management, or revenue enablement
- Required Skills
- Artificial IntelligenceSalesforce
Requirements
- Bring 8+ years of experience in sales operations, program management, or revenue enablement.
- Have strong Salesforce skills, including dashboards, pipeline hygiene, and reporting.
- Have working knowledge of tax, estate, financial planning, and investments to coordinate specialists credibly.
- Have hands-on AI experience in a work setting.
- Be able to coordinate a group toward a decision without being the most senior person in the room.
- Demonstrate clear writing and the ability to turn data into executive recommendations.
- Be comfortable building structure in a fast-moving, ambiguous environment.
- Be available Monday through Friday from 8 AM to 5 PM, with occasional early or late hours as business needs require.
Responsibilities
- Own the sales process from opportunity creation through verbal commitment and handoff.
- Define HNW prospect qualification and standards for stages, opportunity aging, meetings, and specialist participation.
- Track active opportunities, investigate stalled deals, and help move them forward.
- Maintain HNW pipeline data in Salesforce, including stage definitions, hygiene standards, and a certified source of truth.
- Partner with Salesforce IT to replace manual reporting with governed dashboards.
- Produce biweekly pipeline reports for senior leaders and explain the findings.
- Build and deliver training, onboarding, playbooks, and templates, and measure adoption.
- Partner with the Deal Desk and bring patterns from closed opportunities back to the program.
- Resolve channel overlap across HNW, Direct-to-Consumer, and Employee Referral.
- Build business cases, present recommendations to senior leaders, and forecast specialist capacity.
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