The Program Manager, Client Relationship Expansion is a hands-on operator responsible for the curriculum, infrastructure, and operational discipline that allow the firm's Relationship Expansion programs to run at scale.
The role owns coaching module development, field interaction tracking, Business Insights partnership, and the integration of advisor platforms with the program's advisor behavior standards.
Approximately 75% of this role is program operations and build; 25% is direct collaboration with the field team and cross-functional partners.

Experience: 3–5 years in program management, financial services operations, advisor enablement, or a related field. Experience supporting a field-facing team or advisor development program strongly preferred.
Content Development: Demonstrated ability to build structured learning content, playbooks, or program curricula. Strong written communication — able to translate complex advisory concepts into clear, field-ready language.
Data & Reporting: Comfortable working with BI outputs and reporting tools. Able to interpret opportunity data and translate it into program recommendations. Power BI experience a plus.
Platform Familiarity: Experience with advisor platforms such as eMoney, Aspen, or Salesforce-adjacent tools preferred. Comfort with web-based tools; HTML or structured content familiarity a plus.
Organizational Skills: Highly detail-oriented and systems-driven. Manages multiple active markets and workstreams without losing accuracy or follow-through.
Collaboration: Effective cross-functional partner — able to work across BI, technology, and field teams with clarity and accountability.
Adaptability: Comfortable in a growing, evolving program environment where processes are still being built. Ownership mindset — sees gaps and closes them without being asked.
Education: Bachelor's degree from an accredited institution required.

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

Program Manager, Client Relationship Expansion

Key skills