Senior Manager, Wealth Management Enablement

Job Summary:

The Senior Wealth Enablement Manager drives frictionless service delivery across Wealth Management (WM) by partnering with advisors and client service staff to close skill gaps, champion process improvement, and lead adoption. This role sits at the intersection of curriculum design, change management, and cross-functional advocacy requiring someone equally comfortable building a training program from scratch and presenting a process recommendation to senior leadership.

Essential Job Functions for this role include:

1. Content Development & Curriculum Design

• Design, build, and maintain a strategic learning curriculum for WM advisors and CS staff, including training materials, online resources, use-case playbooks, and AI prompt guides.
• Translate complex platform enhancements, new products, and technology changes into clear, role-specific learning experiences that drive adoption.
• Build and curate an AI content library covering generative AI tools, workflow automation, and practical advisor use cases (client communication, CRM summarization, meeting preparation).
• Own all WM-facing training communications, MercerNet content, and webinar programs; track adoption and proficiency metrics and iterate curriculum based on outcomes data.

2. Training Delivery & Enablement

• Design and deliver onboarding and ongoing learning for Advisor and CS new hires, acquisition employees, and employees new to firm, using multiple formats (live, virtual, self-paced modules) tailored to each audience.
• Develop and deliver AI literacy and tool adoption training, including responsible use guidelines, compliance guardrails, and role-specific use-case frameworks.
• Design checkpoints and success metrics to substantiate program effectiveness; report findings and recommendations to Enablement leadership and WM stakeholders.
• Serve as subject matter expert and de facto “product owner” for assigned content areas, staying current and sharing knowledge proactively

3. Stakeholder Advocacy & Process Improvement

• Serve as the voice of WM Teams identifying friction, gaps, and opportunities and bringing structured recommendations to leadership and cross-functional partners.
• Partner with Technology, Product, and Compliance to evaluate, pilot, and govern technology solutions; ensure outputs are practical, compliant, and field ready before rollouts.
• Lead business process improvement efforts, including identifying WM workflows suited for AI augmentation and partnering on scaled, phased deployment.
• 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.

4. M&A Integration Support

• 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.
• Apply Mercer Advisors' AI capabilities to create a seamless integration journey for acquired firms, reducing friction and enabling teams to ramp quickly and contribute sooner.
• 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.

Knowledge, Skills, and Abilities:

• 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.
• 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.
• Working knowledge of prompt engineering; ability to develop practical AI usage guidelines and compliance guardrails for non-technical users.
• 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.
• Ability to thrive in a fast-paced, collaborative, cross-functional environment and manage multiple priorities simultaneously.

Work Schedule:

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.

Working Conditions:

This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions.  Whether 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. No heavy lifting over 10 lbs.

Application Deadline: The initial deadline for applications is 5/7/2026. Applications submitted after this date may still be considered on a rolling basis until the position/program is filled. We encourage all interested candidates to apply as early as possible. If a final decision has not been made by the initial deadline, subsequent applications will be reviewed as they are received.