Senior Program Operations Leader, Wealth Management

OpenKrill; United States; Hybride; USD 110 000 - 120 000; Plein temps

Avantages offerts par ce poste

Health insurance

401(k) match

Paid holidays

Parental leave

Employee assistance

Résumé du poste

Mercer Advisors seeks a Program Operations Senior Manager to lead a team-selling approach for high net worth clients. You will partner with the Director of Client Development to own how the program runs, coordinating sales leaders, specialists, and IT, and ensuring visibility across the organization.

The role requires 8+ years in sales operations or revenue enablement, strong Salesforce skills, and the ability to translate data into executive recommendations.

Qualifications

• 8+ years in sales operations, program management, or revenue enablement.
• Strong Salesforce skills, including dashboards, pipeline hygiene, and reporting.
• Working knowledge of tax, estate, financial planning, and investments to credibly coordinate specialists.
• Hands-on AI experience in a work setting.

Responsabilités

• Run the program day to day from opportunity creation through verbal commit and handoff.
• Own HNW pipeline data in Salesforce, including stage definitions, hygiene standards, and one certified source of truth.
• Build and deliver training, onboarding, playbooks, and templates, and keep them from going stale.
• Forecast specialist capacity and build business cases; influence across IT, Operations, Marketing, and Compliance.

Connaissances

Sales ops experience

Salesforce skills

Data-driven

AI awareness

Executive communication

Problem solving

Cross-functional collaboration

Ambiguity tolerance

Outils

Salesforce

Description du poste

Mercer Advisors seeks a Program Operations Senior Manager to lead a team-selling approach for high net worth clients. You will partner with the Director of Client Development to own how the program runs, coordinating sales leaders, specialists, and IT, and ensuring visibility across the organization.

The role requires 8+ years in sales operations or revenue enablement, strong Salesforce skills, and the ability to translate data into executive recommendations.