Wealth Management Enablement Manager – Wealth Solutions

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October 21

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Mercer Advisors

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Fintech • Finance • B2C

Mercer Advisors is a comprehensive financial advisory firm that focuses on simplifying and amplifying clients' financial lives. They offer a family office-style service, providing a unified team of financial planners, investors, accountants, and estate specialists who tailor financial plans to individual needs. With over 40 years of experience, the firm emphasizes personalized, fiduciary-focused service without compromising on institutional-grade portfolio management, making it accessible for families and individuals seeking to enhance their financial future.

501 - 1000 employees

Founded 1985

💳 Fintech

💸 Finance

👥 B2C

📋 Description

• Drive frictionless service within Wealth Management by supporting advisors and client service specialists with communication, education and training • Curate and control training curriculum for Wealth Management • Deliver training to new hires, team employees, and acquisition team employees • Assist with ongoing educational activities and identify opportunities for efficiencies • Collaborate with M&A leadership to create training outlines and support integration processes • Maintain communication with business stakeholders for training program refinement and business process improvements

🎯 Requirements

• Experience in communication, education, and training in Financial Services • Ability to develop and deliver training materials and programs • Strong understanding of wealth management and financial advisement processes • Proficiency in process improvement techniques • Familiarity with M&A integration processes • Excellent organizational and reporting skills • Strong communication and interpersonal skills • Ability to work collaboratively within a team and independently

🏖️ Benefits

• 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