Mercer Advisors
Vice President, Wealth Enablement
Remote, USA · Exec
Sponsorship not specified$204k-$230kDetected 1 day ago
Content MarketingM&AHRISLeadership
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odds of building a lasting career here
37Unrated
Cap-exempt (no lottery)0
Sponsors this role0
Entry-level history0
PERM / green-card track0
Lottery odds (Level IV)94
Fits your clock70
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About the role
- Wealth Enablement ensures every client-facing team member feels supported and knows what to do, when, and why when serving clients.
- Essential Job Functions for this role include:
- 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.
Responsibilities
- 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.
- 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.
- Partner with Relationship Expansion so advisor-facing content is built for field delivery, not just housed centrally.
- 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.
- 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.
- Build and lead a structured Enablement team organized across Wealth Management and Wealth Solutions - ultimately with dedicated Directors and FTE support for each.
Skills
- Track record of driving measurable advisor or field sales behavioral change, with evidence of adoption outcomes and performance improvement.
- Data-informed approach - uses telemetry, adoption metrics, and field feedback to iterate and improve content and delivery systems.
Compensation
- $204,000 - $230,000 USD
Benefits
- 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
- Generous paid time off p
- Mercer Advisors offers a competitive and robust benefit package to our employees.
- Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs.
Company info
- We offer the following:
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This listing is sourced directly from Mercer Advisors's careers page and normalized into a canonical job model.