Sales Enablement Specialist

Why Work at Mercer Advisors? For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households. About This Role Why Work at Mercer Advisors? For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households. Today, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients' best interests — always.* Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client‑facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are. Join us and help families amplify and simplify their financial lives with confidence. 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 Mercer Advisors is building one of the most ambitious client development organizations in the wealth management industry - and we need talented operators who can bring our programs to life in the field. As an Enablement Specialist, you'll be a key member of the Client Development Operations team, working alongside program leaders and RVPs to ensure our people have the tools, content, and training they need to perform at their best. This is a role for someone who thrives at the intersection of content, communication, and process -someone who can take complex ideas and make them simple and actionable for a field sales organization. Essential Job Functions For This Role Include Build, organize, and maintain a centralized content hub that serves as the single source of truth for RVPs and program teams Drive playbook adoption across the field - developing rollout strategies, tracking usage, and iterating based on feedback Partners with program leads to develop and refine communication cadences that keep field teams informed, aligned, and engaged Support launch readiness for new programs, initiatives, and tools - coordinating training, materials, and rollout timelines Monitor technology and sales tool adoption, identifying gaps and building campaigns to improve usage Contribute to the development of the sales tooling strategy by surfacing field feedback and documenting needs Track enablement metrics and produce regular reports on content engagement, tool adoption, and program readiness Knowledge, Skills, And Abilities 5-7 years of experience in sales enablement, revenue operations, or a closely related field - ideally within financial services or a distributed sales organization Proven ability to design and manage content libraries, playbooks, and communications for a field sales team Strong project management skills - you can run multiple workstreams simultaneously and hit deadlines without constant oversight Experience with project management & enablement platforms and CRM tools (Salesforce preferred) Excellent written and verbal communication skills - you write clearly, concisely, and with purpose Comfort working in a fast-moving, high-growth environment where priorities shift and ambiguity is part of the job Collaborative by nature - you build relationships easily and can work effectively across teams without formal authority A genuine interest in the wealth management industry and a desire to grow within a market-leading firm Preferred Qualifications Experience supporting a geographically distributed sales organization Familiarity with adult learning principles and instructional design Exposure to sales methodology frameworks and conversion principles 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 10/7/2026. 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. 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 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 View email address on click.appcast.io. 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 If you are a resident of Washington State, learn more about your rights under the Washington Fair Chance Act here. #J-18808-Ljbffr