Vice President, Wealth Enablement

The role

The VP will centralize content strategy, lead curriculum development, and drive solution adoption for a consistent client experience. This leader will build a scalable, AI-enabled training and content infrastructure across Wealth Management and Wealth Solutions.

What you will do

• Own the centralized content strategy across all client-facing cohorts
• Maintain curriculum architecture for different advisor and service tracks
• Create scalable advisor playbooks, onboarding frameworks, and field-facing tools
• Lead the evolution of the enablement function to drive measurable behavioral change
• Serve as the field advocate for new technology, tools, and AI-powered capabilities
• Define growth gearing ratios and build organizational infrastructure to scale onboarding
• Build and lead a structured Enablement team
• Use performance telemetry and accountability frameworks to measure effectiveness
• Serve as the long-term architect of Mercer University
• Partner with Relationship Expansion, Segment Delivery, and Technology teams

Required qualifications

• 10+ years of experience in enablement, learning & development, or field effectiveness roles within wealth management, financial services, or a complex, field-oriented professional services organizatio
• Demonstrated success building or scaling centralized enablement functions
• Track record of driving measurable advisor or field sales behavioral change
• Experience managing and developing teams of content creators, trainers, and program managers
• Familiarity with the complexity of a post-M&A integration environment
• Strategic thinker
• Strong cross-functional collaborator
• Data-informed approach
• AI-fluent
• Exceptional communicator and executive presence
• Builder mentality
• Advisor- and client-first orientation

Nice to have

• CFP
• previous experience directly serving clients

Benefits

• 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 Cigna medical plans offerings
• Kaiser Medical plans available in California
• Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan
• Two comprehensive Dental Plans
• Vision Insurance Plan
• Dependent Care Savings Account
• 14 Company Paid Holidays including a full week off at Thanksgiving
• Generous paid time off program for vacation and sick days
• Employee Assistance Plan

About the company

Mercer Advisors has been helping families amplify and simplify their financial lives for more than 40 years. They are an independent fiduciary ranked #1 RIA Firm in the nation by Barron’s for two consecutive years.