Wealth Management Enablement Specialist

Merceradvisors; United States; Hybrid; USD 94,000 - 110,000; Full time

Benefits offered by this job

Life Insurance

Disability Insurance

Health Plans

Dental Plans

Vision Insurance

401(k) Plan

Paid Holidays

Paid Time Off

Parental Leave

Adoption Assistance

Employee Assistance Program

Pet Insurance

Concierge Services

Job summary

Mercer Advisors is building a high-impact client development operation and seeks an Enablement Specialist to empower our field teams with tools, content, and training. You will work with program leaders and RVPs to ensure teams have the resources they need to perform at their best.

This role sits at the intersection of content, communication, and process, translating complex ideas into simple, actionable guidance for a distributed sales force.

Qualifications

• 5-7 years of experience in sales enablement, revenue operations, or a closely related field within financial services or distributed sales organization.
• Proven ability to design and manage content libraries, playbooks, and communications for a field sales team.
• Strong project management skills to run multiple workstreams and meet deadlines without constant oversight.
• Experience with project management & enablement platforms and CRM tools (Salesforce preferred).
• Excellent written and verbal communication skills with clarity and purpose.
• Comfort working in a fast-moving, high-growth environment with shifting priorities and ambiguity.
• Collaborative by nature with cross-team relationship-building abilities.

Responsibilities

• 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 - develop rollout strategies, track usage, and iterate based on feedback.
• Partner with program leads to develop and refine communication cadences that keep field teams informed, aligned, and engaged.
• Support launch readiness for new programs, initiatives, and tools - coordinating training, materials, and rollout timelines.
• Monitor technology and sales tool adoption, identifying gaps and building campaigns to improve usage.
• Contribute to the development of the sales tooling strategy by surfacing field feedback and documenting needs.
• Track enablement metrics and produce regular reports on content engagement, tool adoption, and program readiness.

Skills

Sales Enablement

Revenue Operations

Content Library Management

Playbooks

Project Management

CRM Tools

Tools

Salesforce

Job description

Mercer Advisors is building a high-impact client development operation and seeks an Enablement Specialist to empower our field teams with tools, content, and training. You will work with program leaders and RVPs to ensure teams have the resources they need to perform at their best.

This role sits at the intersection of content, communication, and process, translating complex ideas into simple, actionable guidance for a distributed sales force.