[Hiring] Senior Director, Sales Performance & Enablement @Mercer Advisors

Role Description

Mercer Advisors is hiring a Senior Director, Sales Performance & Enablement to build and scale a world-class enablement function for our Client Development organization. This leader will accelerate ramp for new Regional Vice Presidents (RVPs), raise sales execution consistency across the field, and improve measurable outcomes (conversion, win rate, cycle efficiency, and pipeline quality).

This is a strategic, hands-on role that blends enablement strategy, coaching rigor, curriculum design, and performance analytics—within a financial services / wealth management environment where credibility, client trust, and compliant selling matter.

Essential Job Functions

• Enablement strategy & operating cadence: Build the enablement roadmap and run programs end-to-end in partnership with Sales Leadership, RevOps, Marketing, Product, and Compliance.
• RVP onboarding & ramp: Design and deliver structured onboarding, 30/60/90 ramp plans, and readiness checkpoints that reduce time-to-productivity.
• Coaching & field performance: Implement a scalable coaching system (call listening/scoring, role plays, deal reviews, pipeline inspection) to improve seller effectiveness and confidence.
• Curriculum & skill progression: Own a tiered curriculum (foundational → advanced) that strengthens consultative selling, financial planning acumen, and competitive value defense.
• Playbooks, talk tracks, and messaging: Create and maintain a single source of truth for sales playbooks, discovery guides, objection handling, competitive positioning, and best practices—built for real field use and adoption.
• Measurement & impact: Define enablement KPIs, track adoption and proficiency, and tie programs to business outcomes (ramp time, conversion rates, win rates, cycle time, call quality).
• Financial services standards (must-have): Partner with Compliance/Legal to ensure training, messaging, and field tools support compliant communication and high-integrity client engagement.
• Team leadership: Lead and develop a high-performing enablement team and/or a network of field champions.

Qualifications

• 10+ years in sales enablement, sales excellence, revenue productivity, sales training/coaching, or related GTM leadership.
• Financial services / wealth management experience required (RIA, broker-dealer, or similarly complex advisory environment).
• Proven track record building and scaling: onboarding programs, coaching systems, curricula, certifications, and playbooks.
• Strong understanding of consultative selling and credibility in holistic financial planning conversations.
• Highly analytical and outcomes-driven; comfortable using data to set priorities and prove impact.
• Strong cross-functional leadership and executive communication skills; able to influence senior sales leaders and experienced sellers.
• Familiarity with sales technology (CRM, call recording/conversation intelligence, enablement/LMS tools, content systems).

Preferred Qualifications

• Experience enabling multi-region field teams and senior sales roles.
• Experience building manager enablement and coaching toolkits.
• Background partnering closely with Compliance in regulated selling environments.

Travel

• ~35%

Work Schedule

• This 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.
• All 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.

Working Conditions

• This 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.

Base Pay Range

• $170,000 — $200,000 USD

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) to provide time for recovery, baby bonding, and enjoying your family time.
• Adoption Assistance Reimbursement Program
• Company 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.
• 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option
• Pet Insurance
• Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing