Vice President, Wealth Enablement

This is a fully remote position, open to applicants in United States.

📋 Description

• Wealth Enablement ensures that every team member who interacts with clients feels backed and is clear on their actions, timing, and motivations when assisting clients.

• The Vice President will consolidate content strategy, oversee curriculum development, and promote solution adoption to enhance a more uniform and proactive client experience.

• The Vice President will spearhead the Enablement function to establish scalable, AI-driven training and content frameworks across Wealth Management and Wealth Solutions.

• This leader will formulate the strategy, assemble the team, and facilitate behavioral transformation and large-scale adoption, effectively connecting corporate functions with field operations.

⛳️ Requirements

• A minimum of 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.

• Proven success in constructing or expanding centralized enablement functions — not merely managing existing L&D programs, but designing new ones from inception.

• A history of instigating measurable changes in advisor or field sales behavior, with documented evidence of adoption outcomes and performance enhancements.

• Experience in managing and developing teams composed of content creators, trainers, and program managers, ideally leveraging AI to enhance their productivity.

• Knowledge of the complexities associated with a post-M&A integration environment and the enablement challenges it presents.

• Ideally, the candidate will possess a CFP and/or prior experience directly engaging with clients.

• A strategic thinker capable of translating business priorities (NRR, retention, 'One Mercer' delivery) into curriculum design and behavioral change initiatives that enhance the client experience.

• A strong cross-functional collaborator who can influence without direct authority across Relationship Expansion, Segment Delivery, Operations, and Technology.

• A data-informed mindset — utilizes telemetry, adoption metrics, and field feedback to refine and enhance content and delivery systems.

• AI-literate — knowledgeable about AI tools and capable of applying them to expedite content creation, personalize learning, and scale enablement, all while advocating for responsible adoption across the field.

• An exceptional communicator with executive presence — able to represent Enablement to senior leadership and serve as a credible advocate for field needs in the product design process.

• A builder mentality — invigorated by ambiguity and the chance to establish structure where none currently exists.

• An advisor- and client-first focus — understands that advisor engagement drives client results, and designs every program with both the field and the end client in mind.

• Collaborative and low-ego — this role necessitates deep partnerships across WO&E and the larger business; success depends on earning trust rather than asserting authority.

• Comfortable with a fast-paced environment — Mercer is a high-growth, acquisition-focused firm; the Enablement leader must navigate a dynamic setting while ensuring 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