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Senior Director, Sales Performance & Enablement (Financial Services)

1 hour, 44 minutes ago
United States
Full-time
Lead
Sales Enablement
Sales and Business Development
CRM
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 8

Description

  • Build the sales enablement roadmap and run programs end to end in partnership with Sales Leadership, RevOps, Marketing, Product, and Compliance.
  • Design and deliver structured RVP onboarding, 30/60/90 ramp plans, and readiness checkpoints that reduce time to productivity.
  • Implement a scalable coaching system that includes call listening and scoring, role plays, deal reviews, and pipeline inspection.
  • Own a tiered enablement curriculum that develops consultative selling, financial planning acumen, and competitive value defense.
  • Create and maintain sales playbooks, discovery guides, objection handling resources, competitive positioning, and best-practice talk tracks.
  • Define enablement KPIs and track adoption, proficiency, and business impact across ramp time, conversion, win rate, cycle time, and call quality.
  • Partner with Compliance and Legal to ensure training, messaging, and field tools support compliant communication and high-integrity client engagement.
  • Lead and develop an enablement team and/or a network of field champions.
  • Improve sales execution consistency, pipeline hygiene, forecasting reliability, and late-stage deal execution across regions.

Requirements

  • 10+ years of experience in sales enablement, sales excellence, revenue productivity, sales training/coaching, or related GTM leadership.
  • Financial services or wealth management experience required, including RIA, broker-dealer, or a similarly complex advisory environment.
  • Proven success building and scaling onboarding programs, coaching systems, curricula, certifications, and playbooks.
  • Strong understanding of consultative selling and credibility in holistic financial planning conversations.
  • Highly analytical and outcomes-driven, with comfort using data to set priorities and prove impact.
  • Strong cross-functional leadership and executive communication skills, with the ability to influence senior sales leaders and experienced sellers.
  • Familiarity with sales technology, including CRM, call recording or conversation intelligence tools, enablement or LMS tools, and content systems.
  • Experience enabling multi-region field teams and senior sales roles preferred.
  • Experience building manager enablement and coaching toolkits preferred.
  • Background partnering closely with Compliance in regulated selling environments preferred.
  • Availability to travel approximately 35%.
  • Availability to work standard business hours Monday through Friday from 8 AM to 5 PM, with occasional early or late hours as needed.

Benefits

  • Base pay range of $170,000 to $200,000 USD.
  • Eligibility 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.
  • Comprehensive medical, dental, and vision coverage, including HSA options with company contributions for eligible plans.
  • 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 additional maternity benefits through company-paid STD and parental leave.
  • 401(k) retirement plan with Traditional and Roth options, employer match, and an after-tax option.
  • Employee assistance program and company-paid concierge services for caregiving and life support needs.
  • Adoption assistance reimbursement program.
  • Pet insurance and preferred employee pricing on personalized financial planning services.

Interested in this position?

Apply directly on the company website

Apply Now

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