Sales Enablement Manager

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

For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.

Today, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*

Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.

Join us and help families amplify and simplify their financial lives with confidence.

* 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:

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.

This is a role for someone who thrives at the intersection of content, communication, and process — someone who can take complex ideas and make them simple and actionable for a field sales organization. You'll be a builder and executor: translating strategy set by senior program leadership into materials, frameworks, and field experiences that drive real performance. A meaningful part of this role involves supporting our performance coaching capability — developing the practical tools that help our RVPs and managers coach with consistency and rigor. Should the organization invest in conversation intelligence technology, this person will lead that rollout.

Essential Job Functions for this role include:

Content Management & Playbook Execution

• Build, organize, and maintain a centralized content hub that serves as the single source of truth for RVPs and program teams
• Drive playbook adoption across the field — developing rollout strategies, tracking usage, and iterating based on field feedback
• Ensure all sales collateral, talk tracks, and competitive positioning materials are current, organized, and aligned to Mercer brand standards
• Partner with program leads to translate strategic direction into field-ready content and tools

Field Communications & Launch Readiness

• Develop and manage communication cadences that keep field teams informed, aligned, and engaged
• Own newsletter, launch communications, and field messaging in partnership with program managers
• Support launch readiness for new programs, initiatives, and tools — coordinating training materials, timelines, and field-facing messaging

Performance Coaching Support & Frameworks

• Build the practical tools of performance coaching in support of program leadership's strategic direction — including call scoring rubrics, skill progression frameworks, role-play structures, and deal review cadences
• Support the development and rollout of coaching materials that help RVPs and managers coach with consistency and rigor
• Partner with program leaders to ensure coaching frameworks are embedded into onboarding, ongoing development, and field communications
• Track and report on coaching program engagement and adoption in collaboration with program managers
• Should the organization invest in conversation intelligence or performance coaching technology, this person will own the evaluation support, implementation, training, and adoption strategy for that platform

Sales Technology & Tool Adoption

• Monitor technology and sales tool adoption across all RVPs, identifying gaps and building targeted campaigns to improve usage
• Contribute to the sales tooling strategy by surfacing field feedback and documenting needs for leadership
• Support adoption tracking within programs in collaboration with program managers
• Maintain working knowledge of the sales tech stack (CRM, enablement platforms) and serve as a resource for field questions

Enablement Operations & Analytics

• Track enablement metrics and produce regular reports on content engagement, tool adoption, and program readiness
• Contribute to the measurement of enablement impact on revenue outcomes — win rates, RVP ramp time, conversion metrics
• Apply a RACI-aligned operating model: own R/A on content, communications, and tool adoption; serve as C on strategy, execution optimization, and program-level KPIs

Knowledge, Skills, and Abilities:

• 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

Work Schedule:

This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs.

Working Conditions:

This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs.

Application Deadline: The initial deadline for applications is 10/16/2026. Applications submitted after this date may still be considered on a rolling basis until the position/program is filled. We encourage all interested candidates to apply as early as possible. If a final decision has not been made by the initial deadline, subsequent applications will be reviewed as they are received.

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.

Base Pay Range

$105,000 - $120,000 USD

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.
• Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.
• Vision Insurance Plan
• Dependent Care Savings Account for child and dependent care.
• 14 Company Paid Holidays including 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 (8 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 as well as an after-tax option
• Pet Insurance
• Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing

We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.

Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.

If you need an accommodation during the application or hiring process, please email [e-mail] . This inbox is for accommodation requests only.

If you are a resident of Washington State, learn more about your rights under the Washington Fair Chance Act here .