Vice President, Wealth Enablement

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Mercer Advisors

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 1985

🛡️ Insurance

💼 Consulting

💳 Fintech

Insurance • Consulting • Fintech

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.

📋 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.

🎯 Requirements

• 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.

🏖️ 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 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