Wealth Management Enablement Manager

Why Work at Mercer Advisors?

For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.*

Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible.

Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country.

* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology here.

Job Summary:

The Wealth Management Enablement (WME) Manager will help to drive frictionless service within Wealth Management by supporting advisors and client service specialists with communication, education and training, and process improvement.

Essential Job Functions:

• Communication to and ongoing support of Advisor Team Staff

Curate a deliberate and strategic curriculum for WM: contemplating what we want WM to know and how we want them to focus on a weekly and monthly basis. Control what is communicated to ensure deliberate and impactful outcomes. This includes training for platform enhancements, process changes and identified learning needs. Understand priorities and design training programs to support these objectives. Priorities can include teaching IT changes, new products and solutions, and driving an unparalleled client experience. This includes ownership of solution training materials, all WM-facing email communications, MercerNet and Webinars

• Deliver training to new hires and new to firm employees

• Deliver training and support to acquisition team employees

• Provide reporting on new hire training to Enablement leadership and suggest corresponding changes to training

• Assist with development and delivery of ongoing educational activities

• Identify opportunities to drive employee adoption and usage of new processes and systems…and execute against opportunities

• Identify opportunities for efficiencies in streamlining processes (advocate for WM teams)

• Track and trend Advisor Team requests and identify training gaps/ opportunities

• Report on success metrics

• M&A Integration Support

• Partner with M&A leadership to create training outlines for teams

• Deliver training and support to acquisition team employees, both remotely and in person

• Track attendance of trainings and report as appropriate

• Define checkpoints to substantiate training program and adoption; determine additional needs as appropriate

• Collaborate with M&A leadership to drive integration process improvement

• Log training and support hours

• CS and Advisor New Hire Support

• Create and implement multiple training delivery tracks to address the distinct needs of CS and Advisor new hires by working with WM leadership to design comprehensive learning objectives

• Utilize various training formats to effectively deliver content

• Quantify results of delivery tracks and formats and refine strategy based on results

• Business Process Evaluation, Development and Testing

• Maintain regular communication with business stakeholders to refine and evolve the training program. This entails creation of a calendar for the WM organization to balance the desire to move quickly against the need to sequence change

• Proactively identify and deliver business process improvement opportunities for WM organization and within WM Enablement

• Advocate for the WM organization by partnering with IT and other groups who aim to “launch” solutions. Serve as advocates to ensure the products and solutions will drive productivity and scale, and that they are easy, relevant and helpful for the intended audience

• Iterate cross-functionally to ensure solutions achieve desired outcomes and

• Review and understand workflow process and technology enhancements

• Support process enhancement testing

• Develop and Maintain Training Materials

• Establish CS and Advisor partnerships – become a trusted ally!

• Review, develop, and update training materials and online resources

• Develop & maintain criteria to measure and drive client service staff proficiency

• Establish educational infrastructure to understand learning requirements and drive awareness

• Develop robust, flexible, transparent, strategic and tactical infrastructure to enable rapid delivery of new requests/initiatives across the organization. Education should be simple and easy and drive desired outcomes (including product adoption)

• WME should serve as subject matter experts and demonstrate a true understanding of content they teach the WM organization

• Develop and enhance curriculum through identification, evaluation, adoption of effective course design, learning objects, and strategies

• Review and update curriculum as new applications, products, and offers are implemented

• Evaluate current digital training resources to identify largest opportunities for change and improvement.

Working Hours: Daytime hours

Working Conditions: This position may be in a professional office environment or a dedicated home office workspace that is free of interruptions. Whether the position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time.

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
$93,500—$110,000 USD

Benefits:

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. We offer the following:

• 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 medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.

• Health Savings Account (HSA) with company contributions on a per pay period basis 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 with 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 (6 weeks)

• Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 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

• Pet Insurance

We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.

Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws. Mercer Advisors provides equal employment opportunity in all aspects of employment and employee relations, including recruitment, hiring, training and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and all other terms, conditions, and privileges of employment in accordance with applicable federal, state, and local laws.

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