[Hiring] Vice President, Wealth Enablement @Mercer Advisors

Role 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. This leader will set strategy, build the team, and drive behavioral change and adoption at scale — bridging corporate functions and the field.

Essential Job Functions

• Content Strategy & Curriculum Ownership
  • Own the centralized content strategy across all client-facing cohorts — Wealth Management (advisors and client service) and Wealth Solutions (Tax, Estate, Financial Planning, Emerging Solutions).
  • Maintain curriculum architecture that separates the CS (Relationship Manager and Service Operations Associate)/Advisor and WM/WS tracks, tailoring content to each audience's complexity and behavioral needs.
  • Create high-quality, scalable advisor playbooks, onboarding frameworks, and field-facing tools that equip advisors to deliver better client outcomes — evolving from episodic content to a centralized, maintained system.
  • Partner with Relationship Expansion so advisor-facing content is built for field delivery, not just housed centrally.
• Advisor Adoption & Behavioral Change
  • Lead the function's evolution from a generalist support model to a specialized team that drives measurable behavioral change and builds advising capabilities across advisor teams.
  • Use our product pilot and launch methodology to serve as the field advocate for new technology, tools, and solutions — including AI-powered capabilities — before and during rollout.
  • Define growth gearing ratios (FTE per cohort size) and build the organizational infrastructure to scale onboarding and ongoing enablement as Mercer grows through M&A.
  • In partnership with Partner Success, build on-demand support capacity for acquisition integrations so newly joined advisor teams are onboarded rapidly and effectively.
• Team Leadership & Organizational Build-Out
  • Build and lead a structured Enablement team organized across Wealth Management and Wealth Solutions — ultimately with dedicated Directors and FTE support for each.
  • Recruit for skills that match each cohort's complexity, replacing a generalist model with domain-specific expertise that can credibly engage and influence advisors.
  • Use team operating rhythms, performance telemetry, and accountability frameworks to measure content effectiveness, field adoption, and client impact.
  • Serve as the long-term architect of Mercer University — the 3-year horizon vision for Mercer's internal learning and development infrastructure.
• Cross-Functional Partnership
  • Partner closely with Relationship Expansion to ensure Enablement content is deployable by field leaders and embedded in advisor meeting cadences.
  • Work alongside Segment Delivery to align accreditation and training programs with segment-specific delivery models (Ascend, Regis, Custom Wealth, WealthPath).
  • Serve as a business-to-technology bridge — advocating for advisor needs in product design so what's built drives the right field outcomes.

Qualifications

• 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.

Requirements

• Availability during standard business hours of Monday through Friday from 8AM to 5PM.
• At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs.
• All roles classified as non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period.

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