VP, Enablement and Operations

For 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.

Today, 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.*

Mercer 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.

Join us and help families amplify and simplify their financial lives with confidence.

* 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 .

Mercer Advisors is looking for a rare operator — someone who can think strategically, move fast, and get a lot done. As VP of Sales Enablement and Operations, you'll sit at the center of one of the most ambitious client development builds in the wealth management industry, responsible for three of the most critical levers in our growth engine. This is a purpose-built role designed for where we are going — not a backfill — created to bring structure, visibility, and momentum to a Growth organization that spans Client Development and Marketing.

This is not a role for someone who manages from a distance. You'll roll up your sleeves every single day — building roadmaps, coordinating conversion programs, running operating rhythms, and leading a high-performing central Revenue Operations and Enablement team. You bring clarity to complexity, urgency to problems, and follow-through to everything you touch.

You'll directly lead the Central Revenue Operations and Enablement team — a four-person team that spans both operational infrastructure and field enablement. Beyond your direct team, you'll orchestrate the broader network of shared services and program managers who keep the Client Development organization running. You'll also serve as a key operating partner within the broader Growth leadership team, which spans Client Development and Marketing program leads.

This VP role facilitates and operationalizes decisions — you bring visibility, sequencing, and follow-through. Decision authority sits with Growth leadership.

• Own the master roadmap for the Growth organization — tracking all active programs and projects across Client Development, Growth programs, and shared services, sequencing rollouts, and ensuring shared resources are applied in the right order.
• Portfolio governance: own intake, visibility, sequencing, and capacity management across initiatives — facilitating prioritization decisions with Growth leadership, not making them unilaterally
• Partner with program managers and shared services teams across the broader Growth organization — including initiatives that span Client Development, Marketing, Technology, and Analytics — to facilitate cross-functional coordination, align priorities,…