Field interaction tracking and pipeline management
Mercer Advisors is seeking a Program Manager for Client Relationship Expansion to oversee the operational aspects of their advisor programs. This remote role focuses on curriculum development, field interaction tracking, and reporting, aimed at enhancing client relationships and program effectiveness
Job Summary
Mercer Advisors is a top-ranked independent RIA firm dedicated to simplifying financial lives for over 31,300 families across the U.S.
This role serves as a hands-on operator responsible for building coaching modules, managing field interactions, and ensuring operational discipline for Relationship Expansion programs.
The position requires translating complex advisory concepts into structured learning content while partnering with Business Insights analysts to drive program action.
Matching Summary
Match Score: 85
Mercer Advisors is seeking a Program Manager for Client Relationship Expansion to oversee the operational aspects of their advisor programs. This remote role focuses on curriculum development, field interaction tracking, and reporting, aimed at enhancing client relationships and program effectiveness.
Skills & Requirements
Must-have
3-5 years program management experience
Curriculum and playbook development skills
Field interaction tracking and pipeline management
Business insights data interpretation
Advisor platform familiarity
Nice-to-have
Power BI reporting experience
HTML content creation skills
eMoney or Aspen platform knowledge
Salesforce-adjacent tool experience
Strong written communication abilities
Key Requirements
3-5 years in program management or financial services operations
Experience supporting field-facing teams or advisor development
Ability to translate opportunity data into actionable recommendations