[Hiring] Program Manager, Client Relationship Expansion @Mercer Advisors

Role Description

The Program Manager, Client Relationship Expansion is a hands-on operator responsible for the curriculum, infrastructure, and operational discipline that allow the firm's Relationship Expansion programs to run at scale. This role owns coaching module development, field interaction tracking, Business Insights partnership, and integration of advisor platforms — including Opportunity Engine 2.0 and Aspen — into the program's behavioral framework. The Program Manager is the connective tissue between the field team and the dedicated Business Insights analyst, ensuring that reporting is timely, relevant, and translated into program action. Approximately 75% of this role is program operations and build; 25% is direct collaboration with field team members and cross-functional partners.

Essential Job Functions

• Curriculum Development & Content Management
  • Build and maintain coaching modules, advisor field guides, and program playbooks across all four Relationship Expansion offerings.
  • Own version control and distribution of all program materials; ensure content is current, accurate, and field-ready at all times.
  • Develop and iterate on advisor-facing tools including conversation frameworks, opportunity one-pagers, and session preparation guides.
  • Support onboarding content development for M&A-integrated advisors entering the Relationship Expansion programs.
• Field Interaction Tracking & Pipeline Support
  • Manage the record of all advisor and Managing Partner engagements across active markets.
  • Prepare advisor session briefs for the Senior Director and Director of Field Development ahead of market activation engagements.
  • Maintain engagement logs and pipeline status across all active markets; surface patterns and gaps to the field team on a regular cadence.
  • Coordinate scheduling and logistics for market activation sessions across all three divisions.
• Business Insights Partnership & Reporting
  • Serve as the primary liaison between the field team and the Business Insights analyst dedicated to SOW and Relationship Expansion reporting.
  • Define reporting needs with the BI analyst; interpret opportunity data outputs and translate them into actionable intelligence.
  • Manage delivery of scheduled and ad hoc program reporting.
  • Identify where reporting gaps or data quality issues are affecting program decisions and escalate to the BI analyst.
• Platform Integration & Tools
  • Ensure Opportunity Engine 2.0 and Aspen enhancements are connected to the program's behavioral strategies.
  • Serve as the program team's point of contact for technology integration questions related to advisor-facing platforms.
  • Maintain and iterate HTML-based field tools used by the field team.
  • Identify opportunities to improve the advisor and Managing Partner experience through better tool design or platform integration.
• Program Improvement & Operations
  • Capture learnings from field interactions, identify patterns across markets, and drive continuous improvement to program materials.
  • Document program processes and maintain operational runbooks.
  • Support the Senior Director in preparing internal communications, leadership updates, and program performance summaries.

Qualifications

• 3–5 years in program management, financial services operations, advisor enablement, or a related field.
• Experience supporting a field-facing team or advisor development program strongly preferred.
• Demonstrated ability to build structured learning content, playbooks, or program curricula.
• Strong written communication skills — able to translate complex advisory concepts into clear, field-ready language.
• Comfortable working with BI outputs and data reporting tools.
• Experience with Power BI or equivalent a plus.
• Experience with advisor platforms such as eMoney, Aspen, or Salesforce-adjacent tools preferred.
• Highly detail-oriented and systems-driven.
• Effective cross-functional partner — able to work across BI, technology, and field teams.
• Comfortable operating in a growing, evolving program environment.
• Bachelor's degree from an accredited institution required.

Requirements

• Availability during standard business hours of Monday through Friday from 8AM to 5PM.
• May require early or late hours to meet business tasks and deadlines.
• All roles classified as non-exempt are required to record working time daily.

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 both Traditional and Roth plans
• Pet Insurance
• Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing