Senior Manager, Wealth Management Enablement

Senior Manager, Wealth Management Enablement

Remote, USA

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.

• 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, Mercer Net content, and webinar programs; track adoption and proficiency metrics and iterate curriculum based on outcomes data.

• 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.

• 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.

• 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.

• 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…