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Mercer Advisors logo
Mercer Advisors

A family office for your family.

Program Manager, Client Relationship Expansion

Program ManagerProgram ManagerFull TimeRemoteSeniorTeam 501-1,000Since 1985H1B No SponsorCompany SiteLinkedIn

Location

United States

Posted

31 days ago

Salary

$106.3K - $125K / year

Seniority

Senior

Bachelor Degree3 yrs expEnglish

Job Description

Program Manager, Client Relationship Expansion

Mercer Advisors

• 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.

Job Requirements

  • 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.

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

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