Mercer Advisors

Senior Manager, Wealth Management Enablement

Remote, USA · Senior

Sponsorship not specified$120k-$145kDetected 22 days ago

LLMsProject ManagementCRMM&AProcess ImprovementHRISLeadershipCommunicationPublic SpeakingOrganizational Skills

About the role

Essential Job Functions for this role include:
Serve as subject matter expert and de facto "product owner" for assigned content areas, staying current and sharing knowledge proactively
Stakeholder Advocacy & Process Improvement

Content Development & Curriculum Design
Design checkpoints and success metrics to substantiate program effectiveness; report findings and recommendations to Enablement leadership and WM stakeholders.
Partner with Technology, Product, and Compliance to evaluate, pilot, and govern technology solutions; ensure outputs are practical, compliant, and field ready before rollouts.
Champion AI thought leadership across Wealth Management, educating teams on new capabilities and surfacing practical opportunities to drive efficiency and elevate how the business operates.
Partner with M&A leadership to design and deliver training for acquired teams either remotely or in person ensuring alignment to Mercer Advisors' platforms, standards, and culture.
Define and track training and adoption checkpoints across Mercer Advisors' systems and ecosystem, identify where additional support is needed, and drive continuous improvement throughout the integration.

Working knowledge of prompt engineering
track adoption and proficiency metrics and iterate curriculum based on outcomes data.
Demonstrated AI fluency: hands-on experience with generative AI platforms, the ability to translate AI capabilities into accessible, role-specific training, and familiarity with financial services use cases.

This professional role requires 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 a 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.
MBA, financial licenses, or relevant certifications a plus.
wealth management or financial services experience a plus.

Bachelor's degree in education, business, or a related field; MBA, financial licenses, or relevant certifications a plus.
Proven experience in training, learning & development, and change management; wealth management or financial services experience a plus.
Knowledge, Skills, and Abilities:
Strong project management and organizational skills with an analytical, data-driven mindset.
Excellent written and verbal communication skills; confident presenting to large groups and senior stakeholders.

$120,000 - $145,000 USD
Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant's geographic location, relevant experience, education, skills and licenses/certifications.
This position is also eligible to earn incentive compensation through one of Mercer Advisors' incentive compensation programs.
Base Pay Range

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 program for vacation and sick days
Family Medical Leave
Paid Parental Leave (8 weeks)
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.

This listing is sourced directly from Mercer Advisors's careers page and normalized into a canonical job model.