- Own the master roadmap for the Growth organization, tracking all active programs, sequencing rollouts, and ensuring shared resources are applied in the right order.
- Design and own the operating cadence for the Client Development team, including meeting rhythms, program reviews, and leadership updates.
- Lead a four-person Revenue Operations and Enablement team, driving conversion improvement, field enablement, and change management across the organization.
Mercer Advisors helps families simplify and amplify their financial lives by integrating financial planning, investment management, tax, estate, and insurance services under one team. They serve over 42,800 families across 110+ U.S. cities, are ranked the #1 RIA firm by Barron's, and foster a flexible, inclusive culture where more than half of employees and client-facing professionals are women.