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Vice President, Wealth Enablement

2 months, 2 weeks ago
United States
Full-time
Lead
Training Manager
Operations
Apply Now
Mercer Advisors

Mercer Advisors

Mercer Advisors provides comprehensive wealth management services, including financial planning, investment management, and family office solutions, aimed at simplifying and enhancing the financial lives of its clients through a holistic and customized...

Capital Markets
251-1K
Founded 1985
View All Jobs 23

Description

  • Own the centralized content strategy across all client-facing cohorts, including Wealth Management and Wealth Solutions.
  • Maintain curriculum architecture that tailors learning tracks to different audience needs and complexity levels.
  • Create scalable advisor playbooks, onboarding frameworks, and field-facing tools.
  • Partner with Relationship Expansion to ensure content is built for field delivery and embedded in advisor cadences.
  • Lead the evolution from generalist support to a specialized enablement team focused on behavioral change and advisor capability building.
  • Serve as the field advocate for new technology, tools, and AI-powered capabilities before and during rollout.
  • Define staffing ratios and build the organizational infrastructure to scale onboarding and enablement during growth and acquisitions.
  • Build and lead a structured Enablement team with dedicated leadership and support across business lines.
  • Use operating rhythms, performance telemetry, and accountability frameworks to measure content effectiveness, adoption, and client impact.
  • Partner across corporate functions, Segment Delivery, Operations, and Technology to align training, accreditation, and product design.

Requirements

  • 10+ years of experience in enablement, learning and development, or field effectiveness roles in wealth management, financial services, or a complex professional services organization.
  • Demonstrated success building or scaling centralized enablement functions from the ground up.
  • Track record of driving measurable advisor or field sales behavioral change and performance improvement.
  • Experience managing and developing teams of content creators, trainers, and program managers, ideally using AI to accelerate output.
  • Familiarity with post-M&A integration environments and the enablement demands they create.
  • CFP certification and/or previous experience directly serving clients is preferred.
  • Strategic thinking with the ability to translate business priorities into curriculum design and behavior change programs.
  • Strong cross-functional collaboration skills and the ability to influence without direct authority.
  • Data-informed approach using telemetry, adoption metrics, and field feedback to improve systems.
  • AI fluency with the ability to use AI tools for content creation, personalization, and scalable enablement, with responsible adoption in mind.

Benefits

  • Base salary of $204,000 to $230,000 USD.
  • Eligible for incentive compensation through Mercer Advisors’ incentive compensation programs.
  • Comprehensive medical, dental, and vision coverage, including HSA options with company contributions.
  • Company-paid life, AD&D, short-term disability, and long-term disability insurance.
  • 14 company-paid holidays, including a full week off at Thanksgiving, plus generous PTO for vacation and sick time.
  • Paid parental leave of 8 weeks, plus family medical leave and adoption assistance reimbursement.
  • 401(k) retirement plan with Traditional and Roth options, employer match, and after-tax contribution option.
  • Employee assistance program, concierge services, pet insurance, and preferred employee pricing on personalized financial planning services.

Interested in this position?

Apply directly on the company website

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