Sales Enablement Lead for Wealth Management Growth

Mercer Advisors Inc.; United States; Hybrid; USD 105,000 - 120,000; Full time

Benefits offered by this job

Company paid insurance

401(k) with company match

Generous paid time off

Job summary

Mercer Advisors is building one of the most ambitious client development organizations in the wealth management industry — and we need an experienced operator who can bring our programs to life in the field.

As a Sales Enablement Specialist, you'll be a core member of the Enablement team, working alongside program leaders and Regional Vice Presidents (RVPs) to ensure our people have the tools, content, and training they need to perform at their best.

Qualifications

• 7+ years of experience in sales enablement, revenue operations, or a closely related field, ideally within financial services or a distributed sales organization.
• Demonstrated experience building performance coaching frameworks from scratch, including call scoring rubrics, skill progression models, and role-play or deal review structures, in support of a field sales organization.
• Proven ability to design and manage content libraries, playbooks, and field communications for a distributed sales team.
• Strong project management skills, comfortable running multiple workstreams simultaneously and delivering against deadlines without constant oversight.
• Experience with CRM tools (Salesforce preferred) and enablement platforms.
• Familiarity with conversation intelligence or performance coaching technology (e.g., Gong, Chorus, Salesloft), prior implementation experience a plus.
• Excellent written and verbal communication skills, you write clearly, concisely, and with purpose.
• Comfortable operating in a fast-moving, high-growth environment where priorities shift and ambiguity is part of the job.
• Collaborative by nature, you build relationships across teams and can drive outcomes without formal authority.
• A genuine interest in the wealth management industry and a desire to grow within a market-leading firm.

Responsibilities

• Content Management & Playbook Execution: Build, organize, and maintain a centralized content hub for RVPs and program teams; drive playbook adoption and track usage.
• Field Communications & Launch Readiness: Develop communication cadences; own newsletters and field messaging; coordinate training materials and timelines.
• Performance Coaching Support & Frameworks: Create tools for coaching, e.g., rubrics, progression models, and review structures; ensure onboarding includes coaching frameworks.
• Sales Technology & Tool Adoption: Monitor adoption across RVPs; surface field feedback; maintain knowledge of CRM and enablement stacks.
• Enablement Operations & Analytics: Track enablement metrics; measure impact on revenue; apply RACI model for content, communications, and adoption.

Skills

Sales Enablement

Revenue Operations

Content Management

Field Communications

Coaching Frameworks

CRM Tools

Communication Skills

Wealth Management Interest

Tools

Salesforce

Enablement platforms

Job description

Mercer Advisors is building one of the most ambitious client development organizations in the wealth management industry — and we need an experienced operator who can bring our programs to life in the field.

As a Sales Enablement Specialist, you'll be a core member of the Enablement team, working alongside program leaders and Regional Vice Presidents (RVPs) to ensure our people have the tools, content, and training they need to perform at their best.