Senior Manager, Program Operations – High Net Worth

Job Description:

• Own the sales process day to day, from opportunity creation through verbal commit and handoff
• Define HNW prospect qualifications and standards for stages, aging opportunities, meetings, and specialist participation
• Track active opportunities, diagnose inactivity, and intervene to move them forward
• Serve as the first stop for RVPs, CDAs, and specialists needing answers, templates, or status updates
• Own HNW pipeline data in Salesforce, including stage definitions, hygiene standards, and a certified source of truth
• Partner with Salesforce IT to convert manual reporting into governed dashboards
• Produce biweekly pipeline reporting for senior leaders and explain its implications
• Log opportunity outcomes and maintain current competitive intelligence
• Build and deliver training, onboarding, playbooks, and templates
• Measure adoption and turn data insights into coaching
• Work with Deal Desk and feed closed-opportunity patterns back into the program
• Partner with IT, Operations, Marketing, Learning & Development, and Compliance
• Resolve channel overlap across HNW, Direct-to-Consumer, and Employee Referral
• Build business cases and present recommendations to senior leaders
• Forecast specialist capacity so constraints are identified before slowing deals
• Partner directly with the Director of Client Development to own program operations

Requirements:

• 8+ years in sales operations, program management, or revenue enablement, ideally in wealth management or financial services
• Strong Salesforce skills, including dashboards, pipeline hygiene, and reporting
• Working knowledge of tax, estate, financial planning, and investments
• Hands-on AI experience in a work setting
• Proven ability to coordinate a group toward a decision without being the most senior person in the room
• Clear writing and ability to turn data into executive recommendations
• Problem-solving mindset; ability to speak up when something is wrong and spot trends early
• Comfort building structure in a fast-moving, ambiguous environment
• Availability Monday through Friday, 8AM to 5PM, with occasional early or late hours
• E-Verify and federal employment eligibility verification requirements apply

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)
• Adoption Assistance Reimbursement Program
• Company Paid Concierge Services
• 401(k) Retirement Plan with Traditional and Roth plans, per-pay-period match, and after-tax option
• Pet Insurance
• Personalized financial planning and guidance from Mercer Advisors professionals at preferred employee pricing
• Basic technology needs provided for the position
• Incentive compensation eligibility through one of Mercer Advisors’ incentive compensation programs