Senior Director, Sales Performance & Enablement (Financial Services)

Job Summary

Mercer Advisors is hiring a Senior Director, Sales Performance & Enablement, to build and scale a world-class enablement function for our Client Development organization. This leader will accelerate ramp for new Regional Vice Presidents (RVPs), raise sales execution consistency across the field, and improve measurable outcomes (conversion, win rate, cycle efficiency, and pipeline quality).

This is a strategic, hands-on role that blends enablement strategy, coaching rigor, curriculum design, and performance analytics—within a financial services / wealth management environment where credibility, client trust, and compliant selling matter.

Essential Job Functions

• Enablement strategy & operating cadence: Build the enablement roadmap and run programs end-to-end in partnership with Sales Leadership, RevOps, Marketing, Product, and Compliance.
• RVP onboarding & ramp: Design and deliver structured onboarding, 30/60/90 ramp plans, and readiness checkpoints that reduce time-to-productivity.
• Coaching & field performance: Implement a scalable coaching system (call listening/scoring, role plays, deal reviews, pipeline inspection) to improve seller effectiveness and confidence.
• Curriculum & skill progression: Own a tiered curriculum (foundational → advanced) that strengthens consultative selling, financial planning acumen, and competitive value defense.
• Playbooks, talk tracks, and messaging: Create and maintain a single source of truth for sales playbooks, discovery guides, objection handling, competitive positioning, and best practices—built for real field use and adoption.
• Measurement & impact: Define enablement KPIs, track adoption and proficiency, and tie programs to business outcomes (ramp time, conversion rates, win rates, cycle time, call quality).
• Financial services standards (must-have): Partner with Compliance/Legal to ensure training, messaging, and field tools support compliant communication.