Sales Enablement Specialist

Mercer Advisors

9h • $93,500 - $110,000 • Hybrid

About The Position

Mercer Advisors is building one of the most ambitious client development organizations in the wealth management industry - and we need talented operators who can bring our programs to life in the field. As an Enablement Specialist, you'll be a key member of the Client Development Operations team, working alongside program leaders and 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.

Requirements

• 5-7 years of experience in sales enablement, revenue operations, or a closely related field - ideally within financial services or a distributed sales organization
• Proven ability to design and manage content libraries, playbooks, and communications for a field sales team
• Strong project management skills - you can run multiple workstreams simultaneously and hit deadlines without constant oversight
• Experience with project management & enablement platforms and CRM tools (Salesforce preferred)
• Excellent written and verbal communication skills - you write clearly, concisely, and with purpose
• Comfort working in a fast-moving, high-growth environment where priorities shift and ambiguity is part of the job
• Collaborative by nature - you build relationships easily and can work effectively across teams without formal authority
• A genuine interest in the wealth management industry and a desire to grow within a market-leading firm

Nice To Haves

• Experience supporting a geographically distributed sales organization
• Familiarity with adult learning principles and instructional design
• Exposure to sales methodology frameworks and conversion principles

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 - developing rollout strategies, tracking usage, and iterating based on feedback
• Partners 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

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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed