Senior Director, Sales Performance & Enablement (Financial Services)

Mercer Advisors

13h•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, Mercer Advisors is 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, with an overall employee base and client-facing team 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. Mercer Advisors is hiring a Senior Director, Sales Performance & Enablement, to build and scale a world-class enablement function for our Client Development organization. This leader will accelerate ramp for new Regional Vice Presidents (RVPs), raise sales execution consistency across the field, and improve measurable outcomes (conversion, win rate, cycle efficiency, and pipeline quality). This is a strategic, hands-on role that blends enablement strategy, coaching rigor, curriculum design, and performance analytics—within a financial services / wealth management environment where credibility, client trust, and compliant selling matter.

Requirements

10+ years in sales enablement, sales excellence, revenue productivity, sales training/coaching, or related GTM leadership.
Financial services / wealth management experience required (RIA, broker-dealer, or similarly complex advisory environment).
Proven track record building and scaling: onboarding programs, coaching systems, curricula, certifications, and playbooks.
Strong understanding of consultative selling and credibility in holistic financial planning conversations.
Highly analytical and outcomes-driven; comfortable using data to set priorities and prove impact.
Strong cross-functional leadership and executive communication skills; able to influence senior sales leaders and experienced sellers.
Familiarity with sales technology (CRM, call recording/conversation intelligence, enablement/LMS tools, content systems).

Nice To Haves

Experience enabling multi-region field teams and senior sales roles.
Experience building manager enablement and coaching toolkits.
Background partnering closely with Compliance in regulated selling environments.

Responsibilities

Build the enablement roadmap and run programs end-to-end in partnership with Sales Leadership, RevOps, Marketing, Product, and Compliance.
Design and deliver structured onboarding, 30/60/90 ramp plans, and readiness checkpoints that reduce time-to-productivity.
Implement a scalable coaching system (call listening/scoring, role plays, deal reviews, pipeline inspection) to improve seller effectiveness and confidence.
Own a tiered curriculum (foundational → advanced) that strengthens consultative selling, financial planning acumen, and competitive value defense.
Create and maintain a single source of truth for sales playbooks, discovery guides, objection handling, competitive positioning, and best practices—built for real field use and adoption.
Define enablement KPIs, track adoption and proficiency, and tie programs to business outcomes (ramp time, conversion rates, win rates, cycle time, call quality).
Partner with Compliance/Legal to ensure training, messaging, and field tools support compliant communication and high-integrity client engagement.
Lead and develop a high-performing enablement team and/or a network of field champions.
New RVPs ramp faster and reach productivity more predictably.
Consistent execution of the Mercer sales process, talk tracks, and tools across regions.
Improved call quality, stronger discovery, clearer value articulation, and better late-stage execution.
Measurable uplift in conversion and win rates, with better pipeline hygiene and forecasting reliability.
A scalable enablement engine that supports growth and raises the bar across Client Development.

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