Program Manager, Client Relationship Expansion

Mercer Advisors

Salary: $106k - $125k
Experience: 3+ yrs
Location: United States
Job type: Full-time

Required skills

Power BI
eMoney
Aspen
Salesforce
HTML

About the role

Why Work at Mercer Advisors?

For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.*

Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible.

Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country.

* 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.

Job Summary:

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 for this role include:

Curriculum Development & Content Management

• Build and maintain coaching modules, advisor field guides, and program playbooks across all four Relationship Expansion offerings — translating The Mercer Way behavioral framework into structured, repeatable learning content.

• 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 — session notes, follow-up actions, and outcome tracking — ensuring continuity between touchpoints.

• Prepare advisor session briefs for the Senior Director and Director of Field Development ahead of market activation engagements, compiling opportunity data, practice context, and prior session notes.

• 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 for the Senior Director and Director of Field Development.

• Manage delivery of scheduled and ad hoc program reporting — including market engagement health, pipeline volume, conversion tracking, and advisor activity metrics.

• Identify where reporting gaps or data quality issues are affecting program decisions and escalate to the BI analyst with clear requirements.

Platform Integration & Tools

• Ensure Opportunity Engine 2.0 and Aspen enhancements are connected to the program's behavioral strategies — so platform updates reinforce The Mercer Way rather than create friction against it.

• Serve as the program team's point of contact for technology integration questions related to advisor-facing platforms, coordinating with the technology team as needed.

• Maintain and iterate HTML-based field tools (intake forms, market view tools, session trackers) 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 and activation approach.

• Document program processes and maintain operational runbooks so the program can scale without requiring institutional knowledge held by any single individual.

• Support the Senior Director in preparing internal communications, leadership updates, and program performance summaries.

Knowledge, Skills, and Abilities:

• Experience: 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.

• Content Development: 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.

• Data & Reporting: Comfortable working with BI outputs and data reporting tools. Ability to interpret opportunity data and translate into program recommendations. Experience with Power BI or equivalent a plus.

• Platform Familiarity: Experience with advisor platforms such as eMoney, Aspen, or Salesforce-adjacent tools preferred. Comfort with web-based tools; familiarity with HTML or structured content formats a plus.

• Organizational Skills: Highly detail-oriented and systems-driven. Able to manage multiple active markets and workstreams simultaneously without losing accuracy or follow-through.

• Collaboration: Effective cross-functional partner — able to work across BI, technology, and field teams with clarity and accountability.

• Adaptability: Comfortable operating in a growing, evolving program environment where processes are still being built. Ownership mindset — sees gaps and closes them without being asked.

• Education: Bachelor's degree from an accredited institution required.

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.

Application Deadline: The initial deadline for applications is 5/12/2026. 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.

Actual 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.

Base Pay Range

$106,250—$125,000 USD

Benefits:

Mercer 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:

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

We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.

Mercer 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.

If you need an accommodation during the application or hiring process, please email PeopleTeam@merceradvisors.com. This inbox is for accommodation requests only.

For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights.

If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here.
CCPA Notice at Collection

About Mercer Advisors

Provides integrated wealth management and financial planning for families.

This page is fully interactive when JavaScript is enabled. Please enable JavaScript to apply or browse related roles.