Vice President, Wealth 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 42,800+ families across 110+ 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:

Wealth Enablement ensures every client-facing team member feels supported and knows what to do, when, and why when serving clients. 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.

Essential Job Functions for this role include:

Content Strategy & Curriculum Ownership

• 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.

• Create high-quality, scalable advisor playbooks, onboarding frameworks, and field-facing tools that equip advisors to deliver better client outcomes — evolving from episodic content to a centralized, maintained system.

• Partner with Relationship Expansion so advisor-facing content is built for field delivery, not just housed centrally.

Advisor Adoption & Behavioral Change

• 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.

• 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.

• 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.

Team Leadership & Organizational Build-Out

• Build and lead a structured Enablement team organized across Wealth Management and Wealth Solutions — ultimately with dedicated Directors and FTE support for each.

• Recruit for skills that match each cohort's complexity, replacing a generalist model with domain-specific expertise that can credibly engage and influence advisors.

• Use team operating rhythms, performance telemetry, and accountability frameworks to measure content effectiveness, field adoption, and client impact.

• Serve as the long-term architect of Mercer University — the 3-year horizon vision for Mercer's internal learning and development infrastructure.

Cross-Functional Partnership

• Partner closely with Relationship Expansion to ensure Enablement content is deployable by field leaders and embedded in advisor meeting cadences.

• Work alongside Segment Delivery to align accreditation and training programs with segment-specific delivery models (Ascend, Regis, Custom Wealth, WealthPath).

• Serve as a business-to-technology bridge — advocating for advisor needs in product design so what's built drives the right field outcomes.

Knowledge, Skills, and Abilities:

• 10+ years of experience in enablement, learning & development, or field effectiveness roles within wealth management, financial services, or a complex, field-oriented professional services organization.

• Demonstrated success building or scaling centralized enablement functions — not just managing existing L&D programs, but architecting new ones from the ground up.

• Track record of driving measurable advisor or field sales behavioral change, with evidence of adoption outcomes and performance improvement.

• Experience managing and developing teams of content creators, trainers, and program managers, ideally using AI to accelerate their output.

• Familiarity with the complexity of a post-M&A integration environment and the enablement demands it creates.

• Ideally, the candidate will have a CFP and / or previous experience directly serving clients.

• Strategic thinker who can translate business priorities (NRR, retention, 'One Mercer' delivery) into curriculum design and behavioral change programs that strengthen the client experience.

• Strong cross-functional collaborator who builds influence without direct authority across Relationsh

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