Job Application for Head of Share of Wallet Commercialization at Mercer Advisors

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Why Work at Mercer Advisors?

For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.*

Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible.

Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country.

* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology here.

Job Summary:

The Head of Share of Wallet (SOW) Commercialization is a pivotal leadership role at Mercer Advisors, charged with accelerating our commercial growth strategy through the empowerment of our advisors. This role is not just about enablement—it’s about transformation. This role is a cornerstone of Mercer Advisors’ enterprise growth strategy, designed to transform how advisors engage clients, activate data, and deliver commercial outcomes. We need a visionary leader who can translate data into action, insights into outcomes, and advisor potential into measurable growth.

This person will act as a strategic integrator across Technology, BI, Investment Strategy, and Wealth Solutions to ensure advisor-facing initiatives are cohesive, scalable, and impactful. Their mission: to unlock share of wallet opportunities and drive gross accumulation by equipping advisors with the tools, insights, and coaching they need to deliver exceptional value to clients.

This role demands executive presence, strategic acumen, and deep field credibility. This is a high-impact, high-visibility position that requires both analytical rigor and emotional intelligence. The ideal candidate will be equally comfortable in the boardroom and in the field—able to influence strategy at the highest levels while inspiring advisors to elevate their commercial performance. The Director will be a trusted advisor to advisors—able to influence at the highest levels while driving results on the ground.

Essential Job Functions for this role include:

Advisor Coaching & Enablement

Champion a culture of commercial excellence by modeling and reinforcing best-in-class practices for identifying and capturing wallet share.
Deliver high-impact coaching that enhances advisor fluency in client engagement and commercial storytelling.
Serve as a trusted partner to advisors, helping them navigate complex client dynamics with confidence and clarity.
Identify and close gaps in product knowledge, data fluency, and advisor readiness.

Commercial Strategy Execution

Lead and design the execution of enterprise-wide initiatives focused on wallet share expansion and asset accumulation.
Define and track success metrics that reflect both advisor adoption and client outcomes.
Collaborate with Field Enablement, Marketing, and Product to ensure alignment across messaging, tools, and campaigns.

Process & Playbook Development

Architect scalable, repeatable frameworks that enable advisors to consistently deliver commercial value.
Develop and deploy enablement materials that are intuitive, actionable, and aligned with field realities.
Partner with Technology and Data teams to ensure seamless integration of tools into advisor workflows.

Technology-Driven Activation & Insight Translation

Translate complex analytics into field-ready insights that drive advisor action.
Collaborate with BI and product teams to deliver segmented, personalized insights by advisor, market, and opportunity.
Advocate for continuous improvement of data tools to enhance advisor usability and impact.

Feedback Loop & Continuous Improvement

Establish a robust feedback loop between the field and the home office to inform strategy, product development, and enablement priorities.
Monitor adoption and effectiveness of enablement tools, using insights to drive continuous improvement.
Serve as the voice of the advisor in cross-functional forums, ensuring that field needs are heard and addressed

Knowledge, Skills, and Abilities:

Required Knowledge, Skills, and Abilities

Bachelor’s degree required, preferably in Business, Finance, or Operations.
CFP required
At least five years of experience in wealth management, sales enablement, or advisor coaching.
Strong understanding of share of wallet dynamics and client relationship growth.
Experience with CRM and portfolio analytics platforms.
Fluency in business intelligence tools such as Tableau or Power BI.
Excellent communication and interpersonal skills.

Success Metrics

Increase in gross accumulation through share of wallet opportunities.
Advisor adoption and usage of enablement tools and workflows.
Timely and actionable reporting for leadership and field teams.
Improved advisor confidence and effectiveness in commercial conversations.

Work Schedule:

This professional role requires availability Monday through Friday, 8:00 AM – 5:00 PM.

Working Conditions:

Professional office environment, daytime hours, working inside, standing, and sitting, will be assigned to a workstation.

Benefits:

Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:

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 medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
Health Savings Account (HSA) with company contributions on a per pay period basis 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 with 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 (6 weeks)
Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 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
Pet Insurance

We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.

Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws. Mercer Advisors provides equal employment opportunity in all aspects of employment and employee relations, including recruitment, hiring, training and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and all other terms, conditions, and privileges of employment in accordance with applicable federal, state, and local laws.

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Head of Share of Wallet Commercialization

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