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Program Operations Senior Manager at Mercer Advisors - ApplyBlast

Program Operations Senior Manager

Mercer Advisors

8 days ago

4.0 on Glassdoor

Remote

Full Time

Senior

0 applicants

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About this role

The Program Operations Senior Manager partners with the Director of Client Development to oversee the team-selling model for complex high net worth client opportunities. This highly visible role manages the sales process, maintains pipeline data in Salesforce, and builds field capability through training and playbooks. The position requires coordinating across sales, IT, and specialist teams to optimize program performance and resolve operational challenges.

Responsibilities

Own the sales process from opportunity creation through verbal commit and handoff
Manage HNW pipeline data in Salesforce and produce biweekly pipeline reporting
Build and deliver training, onboarding, playbooks, and templates for the field

Skills

About Mercer Advisors

merceradvisors.com

Headquarters

Denver, Colorado, United States

Company Size

501-1000 employees

Founded

1985

View Profile

Mercer Advisors (Mercer Global Advisors Inc.) is a Denver-based wealth management and registered investment advisory firm that provides family office–style financial planning, investment management, and wealth-transfer solutions for individuals, families, and business owners. Founded in 1985, the firm says it adapts the sophisticated, time-tested approaches used by ultra-high-net-worth clients and makes them accessible to a broader range of families. Mercer offers integrated services across investments, tax and estate planning, and fiduciary guidance, and was named the Top RIA in Barron’s 2025 Top 100 RIAs ranking.