Senior Director, Sales Performance & Enablement – Financial Services

Mercer Advisors

Senior Director leading sales performance and enablement at Mercer Advisors. Focused on building world-class enablement functions in financial services.

Posted 4/23/2026full-timeRemote • 🇺🇸 United StatesSenior💰 $170,000 - $200,000 per yearWebsite

About the role

Key responsibilities & impact

Build the enablement roadmap and run programs end-to-end in partnership with Sales Leadership, RevOps, Marketing, Product, and Compliance.
Design and deliver structured onboarding, 30/60/90 ramp plans, and readiness checkpoints that reduce time-to-productivity.
Implement a scalable coaching system (call listening/scoring, role plays, deal reviews, pipeline inspection) to improve seller effectiveness and confidence.
Own a tiered curriculum (foundational → advanced) that strengthens consultative selling, financial planning acumen, and competitive value defense.
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.
Define enablement KPIs, track adoption and proficiency, and tie programs to business outcomes (ramp time, conversion rates, win rates, cycle time, call quality).
Partner with Compliance/Legal to ensure training, messaging, and field tools support compliant communication and high-integrity client engagement.
Lead and develop a high-performing enablement team and/or a network of field champions.

Requirements

What you’ll need

10+ years in sales enablement, sales excellence, revenue productivity, sales training/coaching, or related GTM leadership.
Financial services / wealth management experience required (RIA, broker-dealer, or similarly complex advisory environment).
Proven track record building and scaling: onboarding programs, coaching systems, curricula, certifications, and playbooks.
Strong understanding of consultative selling and credibility in holistic financial planning conversations.
Highly analytical and outcomes-driven; comfortable using data to set priorities and prove impact.
Strong cross-functional leadership and executive communication skills; able to influence senior sales leaders and experienced sellers.
Familiarity with sales technology (CRM, call recording/conversation intelligence, enablement/LMS tools, content systems).

Benefits

Comp & perks

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

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Hard Skills & Tools

sales enablementsales trainingcoaching systemsonboarding programscurricula developmentKPI definitiondata analysisconsultative sellingfinancial planning

Soft Skills

cross-functional leadershipexecutive communicationinfluencing skillsanalytical thinkingoutcomes-driven mindset