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Wealth Management Enablement Manager - Wealth Solutions

Mercer Advisors is an independent, national fiduciary serving over 31,300 families across the U.S., integrating planning, investment management, tax, estate and insurance services. The Wealth Management Enablement (WME) Manager will design and deliver targeted curriculum, communications, and process improvements to support advisors and client service teams, including onboarding, acquisition integrations, and ongoing adoption of tools and workflows.

Skills

  • Instructional design and curriculum development
  • Virtual and in-person training delivery
  • Strong written and verbal communication
  • Stakeholder and project management
  • Process improvement and business analysis
  • Familiarity with LMS, webinar platforms and collaboration tools
  • Reporting and data-driven assessment of training effectiveness

Responsibilities

  • Design and maintain a strategic training curriculum for Wealth Management covering platform changes, product updates, and service workflows
  • Create, update, and deliver new-hire and ongoing training across advisor and client service tracks (virtual and in-person)
  • Manage WM-facing communications including MercerNet content, email campaigns, and webinar programs
  • Support M&A integration by creating training outlines, delivering onboarding training for acquired teams, tracking attendance and adoption checkpoints
  • Partner with IT and cross-functional stakeholders to advocate for user-centered solutions and participate in testing and rollout planning
  • Identify training gaps through request tracking and reporting; recommend and implement continuous improvements
  • Develop and maintain training materials, online resources, and proficiency criteria for CS and Advisor staff
  • Measure and report on training effectiveness and adoption metrics; refine delivery formats based on results

Education

  • Bachelor's degree in business, education, communications, or related field, or equivalent experience
  • Professional training, instructional design, or enablement certifications preferred

Benefits

  • Company-paid basic Life & AD&D insurance
  • Company-paid short-term and long-term disability
  • Supplemental life, disability, accident, critical illness, and hospital indemnity options
  • Three medical plan options including HDHPs with HSA contributions
  • Dental and vision plans
  • Dependent care FSA
  • 14 company-paid holidays and generous PTO
  • Paid parental leave and family medical leave
  • Adoption assistance and concierge services
  • 401(k) with company match
  • Pet insurance and employee assistance program
To read the complete job description, please click on the ‘Apply’ button

Average salary estimate

$110000 / YEARLY (est.)
min
max
$90000K
$130000K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

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Established in 1985, Mercer Advisors is a total wealth management firm dedicated to providing clients with financial clarity, investment insight, and long-term collaborative partnerships. Our comprehensive suite of services includes financial plan...

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SENIORITY LEVEL REQUIREMENT
TEAM SIZE
SALARY RANGE
$90,000/yr - $130,000/yr
EMPLOYMENT TYPE
Full-time, remote
DATE POSTED
October 21, 2025
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