Program Manager, Client Relationship Expansion

Mercer Advisors

22h•Hybrid

About The Position

For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives by integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients. Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible. Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country. 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.

Requirements

3–5 years in program management, financial services operations, advisor enablement, or a related field.
Experience supporting a field-facing team or advisor development program strongly preferred.
Demonstrated ability to build structured learning content, playbooks, or program curricula.
Strong written communication skills — able to translate complex advisory concepts into clear, field-ready language.
Comfortable working with BI outputs and data reporting tools.
Ability to interpret opportunity data and translate into program recommendations.
Experience with advisor platforms such as eMoney, Aspen, or Salesforce-adjacent tools preferred.
Comfort with web-based tools; familiarity with HTML or structured content formats a plus.
Highly detail-oriented and systems-driven.
Able to manage multiple active markets and workstreams simultaneously without losing accuracy or follow-through.
Effective cross-functional partner — able to work across BI, technology, and field teams with clarity and accountability.
Comfortable operating in a growing, evolving program environment where processes are still being built.
Ownership mindset — sees gaps and closes them without being asked.
Bachelor's degree from an accredited institution required.

Nice To Haves

Experience with Power BI or equivalent a plus.
Familiarity with HTML or structured content formats a plus.

Responsibilities

Build and maintain coaching modules, advisor field guides, and program playbooks across all four Relationship Expansion offerings — translating The Mercer Way behavioral framework into structured, repeatable learning content.
Own version control and distribution of all program materials; ensure content is current, accurate, and field-ready at all times.
Develop and iterate on advisor-facing tools including conversation frameworks, opportunity one-pagers, and session preparation guides.
Support onboarding content development for M&A-integrated advisors entering the Relationship Expansion programs.
Manage the record of all advisor and Managing Partner engagements across active markets — session notes, follow-up actions, and outcome tracking — ensuring continuity between touchpoints.
Prepare advisor session briefs for the Senior Director and Director of Field Development ahead of market activation engagements, compiling opportunity data, practice context, and prior session notes.
Maintain engagement logs and pipeline status across all active markets; surface patterns and gaps to the field team on a regular cadence.
Coordinate scheduling and logistics for market activation sessions across all three divisions.
Serve as the primary liaison between the field team and the Business Insights analyst dedicated to SOW and Relationship Expansion reporting.
Define reporting needs with the BI analyst; interpret opportunity data outputs and translate them into actionable intelligence for the Senior Director and Director of Field Development.
Manage delivery of scheduled and ad hoc program reporting — including market engagement health, pipeline volume, conversion tracking, and advisor activity metrics.
Identify where reporting gaps or data quality issues are affecting program decisions and escalate to the BI analyst with clear requirements.
Ensure Opportunity Engine 2.0 and Aspen enhancements are connected to the program's behavioral strategies — so platform updates reinforce The Mercer Way rather than create friction against it.
Serve as the program team's point of contact for technology integration questions related to advisor-facing platforms, coordinating with the technology team as needed.
Maintain and iterate HTML-based field tools (intake forms, market view tools, session trackers) used by the field team.
Identify opportunities to improve the advisor and Managing Partner experience through better tool design or platform integration.
Capture learnings from field interactions, identify patterns across markets, and drive continuous improvement to program materials and activation approach.
Document program processes and maintain operational runbooks so the program can scale without requiring institutional knowledge held by any single individual.
Support the Senior Director in preparing internal communications, leadership updates, and program performance summaries.

Benefits

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.
Kaiser Medical plans available in California
Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.
Two comprehensive Dental Plans
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