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Program Manager, Client Relationship Expansion

59 minutes ago
United States
Full-time
Mid Level
Program Manager
Project and Program Management
Git HTML Power BI Salesforce
Apply Now
Mercer Advisors

Mercer Advisors

Mercer Advisors provides comprehensive wealth management services, including financial planning, investment management, and family office solutions, aimed at simplifying and enhancing the financial lives of its clients through a holistic and customized...

Capital Markets
251-1K
Founded 1985
View All Jobs 38

Description

  • Build and maintain coaching modules, advisor field guides, and program playbooks for the Relationship Expansion offerings.
  • Own version control and distribution of program materials to ensure content is current, accurate, and field-ready.
  • Develop and iterate on advisor-facing tools such as conversation frameworks, opportunity one-pagers, and session preparation guides.
  • Support onboarding content for M&A-integrated advisors entering Relationship Expansion programs.
  • Manage advisor and Managing Partner engagement records, including session notes, follow-ups, outcomes, and continuity between touchpoints.
  • Prepare advisor session briefs for field leadership using opportunity data, practice context, and prior session notes.
  • Serve as the primary liaison between the field team and the Business Insights analyst for SOW and Relationship Expansion reporting.
  • Manage scheduled and ad hoc reporting on market engagement health, pipeline volume, conversion tracking, and advisor activity.
  • Ensure Opportunity Engine 2.0 and Aspen enhancements align with advisor behavior standards and support the program approach.
  • Maintain HTML-based field tools and document program processes, operational runbooks, and internal updates to support scale and continuous improvement.

Requirements

  • 3–5 years of experience in program management, financial services operations, advisor enablement, or a related field.
  • Experience supporting a field-facing team or advisor development program strongly preferred.
  • Demonstrated ability to build structured learning content, playbooks, or program curricula.
  • Strong written communication skills with the ability to translate complex advisory concepts into clear, field-ready language.
  • Comfort working with BI outputs and reporting tools; Power BI experience is a plus.
  • Experience with advisor platforms such as eMoney, Aspen, or Salesforce-adjacent tools is preferred.
  • Comfort with web-based tools; HTML or structured content familiarity is a plus.
  • Highly detail-oriented and systems-driven, with the ability to manage multiple active markets and workstreams.
  • Effective cross-functional collaboration skills across BI, technology, and field teams.
  • Bachelor's degree from an accredited institution is required.
  • Availability during standard business hours Monday through Friday, 8 AM to 5 PM, with occasional early or late hours as needed.
  • Non-exempt role requiring daily timekeeping at the start and end of each workday plus a 30-minute unpaid lunch period.

Benefits

  • Base salary range of $106,250 to $125,000 USD.
  • Eligible for incentive compensation through Mercer Advisors’ incentive compensation programs.
  • Company-paid basic life and AD&D insurance.
  • Company-paid short-term and long-term disability insurance.
  • Medical, dental, and vision coverage, including Cigna plans and Kaiser medical plans in California.
  • Health Savings Account with company contributions if enrolled in an HDHP.
  • 14 company-paid holidays, including a full week off at Thanksgiving.
  • Generous paid time off for vacation and sick days.
  • Paid parental leave of 8 weeks, plus maternity support through company-paid STD and supplemental STD.
  • 401(k) retirement plan with Traditional and Roth options and company match.
  • Employee Assistance Plan, adoption assistance, and company-paid concierge services.
  • Pet insurance and personalized financial planning services at preferred employee pricing.

Interested in this position?

Apply directly on the company website

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