Senior Manager, Program Operations – High Net Worth

This is a fully remote position, open to applicants in United States.

📋 Description

• Take ownership of the sales process on a daily basis, from opportunity generation to verbal commitment and handoff.

• Establish qualifications and standards for high-net-worth (HNW) prospects across various stages, opportunity aging, meetings, and specialist involvement.

• Monitor active opportunities, identify periods of inactivity, and take action to progress them.

• Act as the primary resource for Regional Vice Presidents (RVPs), Client Development Associates (CDAs), and specialists seeking answers, templates, or status updates.

• Manage HNW pipeline data in Salesforce, ensuring accurate stage definitions, hygiene standards, and a reliable source of truth.

• Collaborate with Salesforce IT to transform manual reporting into governed dashboards.

• Generate biweekly pipeline reports for senior leadership and articulate their implications.

• Record opportunity outcomes and keep competitive intelligence up to date.

• Develop and deliver training, onboarding materials, playbooks, and templates.

• Assess adoption rates and convert data insights into coaching opportunities.

• Work alongside the Deal Desk to relay closed-opportunity trends back into the program.

• Collaborate with IT, Operations, Marketing, Learning & Development, and Compliance teams.

• Address channel overlaps among HNW, Direct-to-Consumer, and Employee Referral.

• Construct business cases and present recommendations to senior leaders.

• Anticipate specialist capacity to identify constraints before they impact deal progression.

• Collaborate directly with the Director of Client Development to oversee program operations.

⛳️ Requirements

• A minimum of 8 years of experience in sales operations, program management, or revenue enablement, preferably within wealth management or financial services.

• Proficient in Salesforce, including expertise in dashboards, pipeline hygiene, and reporting.

• Familiarity with tax, estate, financial planning, and investment concepts.

• Practical experience with AI in a professional context.

• Demonstrated capability to guide a team towards a decision, even without being the most senior individual present.

• Strong writing skills with the ability to translate data into actionable executive recommendations.

• A problem-solving mindset, with the ability to address issues proactively and recognize emerging trends.

• Comfortable creating structure within a dynamic and ambiguous environment.

• Availability to work Monday through Friday, from 8 AM to 5 PM, with occasional early or late hours required.

• Compliance with E-Verify and federal employment eligibility verification requirements is essential.

🏝️ 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 options available.

• Three Cigna medical plan options, including two High Deductible Health Plans and a Traditional Co-Pay medical plan.

• Kaiser Medical plans accessible in California.

• Health Savings Account (HSA) with company contributions for those enrolled in either HDHP medical plan.

• Two extensive Dental Plan options.

• Vision Insurance Plan available.

• Dependent Care Savings Account for child and dependent care expenses.

• 14 Company Paid Holidays, including a full week off during Thanksgiving.

• Generous paid time off program for vacations and sick leave.

• Employee Assistance Plan offered.

• Family Medical Leave provided.

• Paid Parental Leave (8 weeks) available.

• Maternity benefits that include company-paid Short-Term Disability, any supplemental Short-Term Disability, plus Parental Leave (8 weeks).

• Adoption Assistance Reimbursement Program offered.

• Company Paid Concierge Services available.

• 401(k) Retirement Plan with both Traditional and Roth options, per-pay-period matching, and after-tax contributions available.

• Pet Insurance offered.

• Personalized financial planning and guidance from Mercer Advisors professionals at preferred employee rates.

• Basic technological requirements provided for the role.

• Eligibility for incentive compensation through one of Mercer Advisors’ incentive compensation programs.