{"id":2397233,"url":"https://alion.io/job/mercer-advisors-senior-manager-program-operations-high-net-worth","title":"Senior Manager, Program Operations (High Net Worth)","company":{"id":1999,"name":"Mercer Advisors","domain":"merceradvisors.com","url":"https://alion.io/company/mercer-advisors","size_band":"1001-5000","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Greenhouse","truth_index":{"grade":"A","score":87,"open_postings":17,"ghost_share":0,"stale_share":0.529,"repost_share":0,"time_to_fill_p50_days":56,"computed_at":"2026-10-24T06:02:35Z"}},"role":"Finance","role_family":"Finance","seniority":"senior","employment_type":null,"work_mode":"remote","remote_scope":"stated_countries","remote_scope_basis":"posting_text","remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["United States"],"countries":["US"],"hiring_countries":["US"],"hiring_countries_total":1,"salary":{"min":110000,"max":120000,"currency":"USD","period":"year","gross":null,"usd_annual":120000},"salary_estimate":null,"experience_years_min":8,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[],"status":"live","first_seen_at":"2026-10-12T19:57:26Z","employer_posted_date":"2026-10-12","last_verified_at":"2026-10-24T20:17:13Z","board_verified":true,"closed_at":null,"days_open":12,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":12},"description":"Why Work at Mercer Advisors?\nFor more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.\nToday, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests - always.*\nMercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent - wherever they are.\nJoin us and help families amplify and simplify their financial lives with confidence.\n* 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.\n\nJob Summary:\n\nMercer Advisors uses a team-selling model for our most complex client opportunities. Regional sales leaders, wealth advisors, and specialists across tax, estate planning, financial planning, and investments come together around a single high net worth household. That is a lot of moving parts and a lot of people. That’s where you come in, the Program Operations Senior Manager. \nYou will partner directly with the Director of Client Development to own how this program runs. This is not a back-office job. It is highly visible across the organization. You’ll work with sales leaders, coordinate specialists, partner with IT, and tell us when something isn’t working. The most valuable thing you can do is notice which step keeps breaking, which objection keeps showing up or which team keeps getting skipped.\n\nEssential Job Functions for this role include:\n\nRun the program\nOwn the sales process day to day, from opportunity creation through verbal commit and handoff\nDefine what qualifies for a HNW prospect and set the standards for stages, aging opportunities, meetings, and specialist participation\nTrack active opportunities, find out why they’ve gone quiet, and step in to get them moving\nBe the first stop for RVPs, CDAs, and specialists when they need an answer, a template, or a status\nOwn the data and reporting\nOwn HNW pipeline data in Salesforce, including stage definitions, hygiene standards, and one certified source of truth\nPartner with Salesforce IT to turn manual reporting into governed dashboards\nProduce the biweekly pipeline reporting for senior leaders and explain what it means\nLog how opportunities end and keep competitive intel current with what the field is hearing\nBuild the field’s capability\nBuild and deliver training, onboarding, playbooks, and templates, and keep them from going stale\nMeasure adoption and turn what the data shows into coaching\nWork with the Deal Desk and bring patterns from closed opportunities back to the program\nInfluence across the business\nPartner with IT, Operations, Marketing, Learning & Development, and Compliance\nResolve channel overlap across HNW, Direct-to-Consumer, and Employee Referral\nBuild business cases and present recommendations to senior leaders\nForecast specialist capacity so constraints surface before they slow deals\n\nKnowledge, Skills, and Abilities:\n\n8+ years in sales operations, program management, or revenue enablement, ideally in wealth management or financial services\nStrong Salesforce skills, including dashboards, pipeline hygiene, and reporting\nWorking knowledge of tax, estate, financial planning, and investments to credibly coordinate specialists\nHands-on AI experience in a work setting\nProven ability to coordinate a group toward a decision without being the most senior person in the room\nClear writing and the ability to turn data into executive recommendations\nA driver who solves rather than escalates, speaks up when something is wrong, and spots trends early\nComfort building structure in a fast-moving, ambiguous environment\n\nWork Schedule:\n\nThis professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs. \nAll roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period.\n\nWorking Conditions:\n\nThis position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs.\n\nApplication Deadline: The initial deadline for applications is 11/15/2026. Applications submitted after this date may still be considered on a rolling basis until the position/program is filled. We encourage all interested candidates to apply as early as possible. If a final decision has not been made by the initial deadline, subsequent applications will be reviewed as they are received.\nActual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors’ incentive compensation programs. \nBase Pay Range\n$110,000—$120,000 USD\nBenefits:\nMercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:\nCompany Paid Basic Life & AD&D Insurance\nCompany Paid Short-Term and Long-Term Disability Insurance\nSupplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance\nThree Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.\nKaiser Medical plans available in California\nHealth Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.\nTwo comprehensive Dental Plans\nVision Insurance Plan\nDependent Care Savings Account for child and dependent care.\n14 Company Paid Holidays including a full week off at Thanksgiving.\nGenerous paid time off program for vacation and sick days\nEmployee Assistance Plan\nFamily Medical Leave\nPaid Parental Leave (8 weeks)\nMaternity 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.\nAdoption Assistance Reimbursement Program\nCompany 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.\n401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option\nPet Insurance\nPersonalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing\nWe are not accepting unsolicited resumes from agencies and/or search firms for this job posting.\nMercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.\nIf you need an accommodation during the application or hiring process, please email . This inbox is for accommodation requests only.\nFor information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights.\nIf you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here.\nCCPA Notice at Collection\nIf you are a resident of Washington State, learn more about your rights under the Washington Fair Chance Act here.","description_format":"text","description_chars":8703,"description_truncated":false,"requirements":{"experience_years_min":8,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":null,"security_clearance":false,"languages":[]},"benefits":["Home office","Parental leave","Retirement plans","Vision insurance"],"hiring_locations":[{"name":"United States","iso":"US","kind":"country"}],"hiring_excludes":[],"relocation_offered":false,"industries":["Wealth Management & Financial Advisors"],"lifecycle":[{"event":"open","at":"2026-10-12T22:42:31Z"}],"visa":[],"liveness":{"score":60,"band":"ok","label":"Likely open","p_open":1,"p_active":0.599,"p_room":1,"age_days":11,"expected_fill_days":56,"reasons":["conf:1","stale_co","win:early"],"computed_at":"2026-10-24T06:02:35Z"},"pay":{"stated_usd_annual":120000,"is_top_pay":false},"html_url":"https://alion.io/job/mercer-advisors-senior-manager-program-operations-high-net-worth","json_url":"https://alion.io/job/mercer-advisors-senior-manager-program-operations-high-net-worth.json","meta":{"generated_at":"2026-10-24T23:14:33Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":34169,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-25T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":1999},"rest":"https://alion.io/mcp/rest/get_company?id=1999"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fmercer-advisors-senior-manager-program-operations-high-net-worth"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fmercer-advisors-senior-manager-program-operations-high-net-worth"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fmercer-advisors-senior-manager-program-operations-high-net-worth"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/mercer-advisors-senior-manager-program-operations-high-net-worth\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fmercer-advisors-senior-manager-program-operations-high-net-worth"}]}