Senior Manager, Program Operations, High Net Worth

Job overview

The Senior Manager, Program Operations, High Net Worth role is listed in Denver, CO. The posting describes work in a professional office or a dedicated home-office workspace; compensation is $110,000–$120,000 per year, with incentive compensation eligibility. Mercer Advisors helps families coordinate financial planning, investment management, tax, estate, insurance, and related services. The role exists to run and improve the firm’s team-selling program for complex high-net-worth client opportunities. It coordinates sales leaders and specialists, maintains reliable pipeline data and reporting, builds field capability, and identifies process issues that affect deal progress and client development.

What you'll do

• Own the sales process from opportunity creation through verbal commitment and handoff
• define prospect qualification and pipeline standards
• track active opportunities and help move stalled deals
• maintain Salesforce pipeline data and reporting standards
• partner with Salesforce IT on governed dashboards
• produce biweekly pipeline reporting
• build training, onboarding, playbooks, and templates
• measure adoption
• coordinate with IT, Operations, Marketing, Learning & Development, and Compliance
• resolve channel overlap
• develop business cases and recommendations
• forecast specialist capacity.

What we're looking for

Skills & competencies

senior manager

program operations

high net worth

sales operations

revenue enablement

salesforce

pipeline reporting

denver co

mercer advisors

monday–friday

8 am–5 pm

$110k–$120k

incentive compensation

financial services

Work arrangement

• Weekend coverage required

Benefits & perks

• Company-paid life and disability insurance
• medical, dental, and vision plans
• HSA
• paid holidays and paid time off
• 401(k) match
• paid parental leave
• adoption assistance
• employee assistance plan
• and additional insurance options.

Why this role

Highly visible program-operations role partnering directly with the Director of Client Development; requires 8+ years in sales operations, program management, or revenue enablement and strong Salesforce skills. Standard schedule is Monday–Friday, 8 AM–5 PM, with occasional early or late hours.

About the employer

Mercer Advisors is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.