Teams at Mercer Advisors

Develops and manages sales enablement content, playbooks, communications, training, and rollout programs for a distributed field sales organization. Tracks content and sales-tool adoption, coordinates launch readiness, gathers field feedback, supports tooling strategy, and reports on enablement metrics. Partners with program leaders and regional vice presidents to improve team alignment, engagement, and performance.

Owns digital products, experiences, technologies, integrations, and processes supporting company growth. Responsibilities include setting product vision, managing roadmaps, defining requirements, coordinating cross-functional initiatives, maintaining data quality, overseeing integrations, managing technical projects, documenting workflows, tracking KPIs, and coordinating releases. The role requires hands-on product administration, strategic planning, stakeholder collaboration, and Agile project management experience.

Serve as primary trusted advisor for 150–250 clients, onboard and transition new clients, support regional leadership on investments, tax, estate and insurance, prepare and present financial planning modules, manage client communications, meet retention and referral goals, and travel for client meetings and trainings.