Senior Manager, Wealth Management Enablement

About this role

Why Work at Mercer Advisors?

For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.

Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*

Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.

Join us and help families amplify and simplify their financial lives with confidence.

* 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 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 deadli

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