Vice President, Wealth Enablement

🕒 il y a 7 jours

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Mercer Advisors

Site WebLinkedInTous les Emplois

501 - 1000 employés

Fondée en 1985

🛡️ Assurance

💼 Conseil

💳 Fintech

Insurance • Consulting • Fintech

Mercer Advisors est une entreprise de conseil financier à service complet qui se concentre sur la simplification et l'amélioration de la vie financière de ses clients. Elle propose un service de type family office, fournissant une équipe unifiée de planificateurs financiers, d'investisseurs, de comptables et de spécialistes des successions qui adaptent les plans financiers aux besoins individuels. Avec plus de 40 ans d'expérience, l'entreprise met l'accent sur un service personnalisé et axé sur le respect fiduciaire, sans compromettre la gestion de portefeuille de niveau institutionnel, rendant cela accessible aux familles et aux particuliers souhaitant améliorer leur avenir financier.

Description

• Wealth Enablement ensures every client-facing team member feels supported and knows what to do, when, and why when serving clients. • The VP will centralize content strategy, lead curriculum development, and drive solution adoption for a more consistent, proactive client experience. • The VP will lead the Enablement function to build scalable, AI-enabled training and content infrastructure across Wealth Management and Wealth Solutions. • This leader will set strategy, build the team, and drive behavioral change and adoption at scale — bridging corporate functions and the field.

🎯 Exigences

• 10+ years of experience in enablement, learning & development, or field effectiveness roles within wealth management, financial services, or a complex, field-oriented professional services organization. • Demonstrated success building or scaling centralized enablement functions — not just managing existing L&D programs, but architecting new ones from the ground up. • Track record of driving measurable advisor or field sales behavioral change, with evidence of adoption outcomes and performance improvement. • Experience managing and developing teams of content creators, trainers, and program managers, ideally using AI to accelerate their output. • Familiarity with the complexity of a post-M&A integration environment and the enablement demands it creates. • Ideally, the candidate will have a CFP and / or previous experience directly serving clients. • Strategic thinker who can translate business priorities (NRR, retention, 'One Mercer' delivery) into curriculum design and behavioral change programs that strengthen the client experience. • Strong cross-functional collaborator who builds influence without direct authority across Relationship Expansion, Segment Delivery, Operations, and Technology. • Data-informed approach — uses telemetry, adoption metrics, and field feedback to iterate and improve content and delivery systems. • AI-fluent — well-versed in AI tools and able to apply them to accelerate content creation, personalize learning, and scale enablement, while championing responsible adoption across the field. • Exceptional communicator and executive presence — able to represent Enablement to senior leadership and serve as a credible spokesperson for field needs in the product design process. • Builder mentality — energized by ambiguity and the opportunity to create structure where none exists. • Advisor- and client-first orientation — knows advisor adoption drives client outcomes, and designs every program with both the field and the end client in view. • Collaborative and low-ego — this role requires deep partnership across WO&E and the broader business; success requires earning trust, not asserting authority. • Comfortable with pace — Mercer is a high-growth, acquisition-driven firm; the Enablement leader must operate in a dynamic environment while maintaining quality and consistency.

🏖️ Avantages

• 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