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A family office for your family.
Wealth Management Enablement Manager
Location
United States
Posted
106 days ago
Salary
$93.5K - $110K / year
Seniority
Senior
Job Description
Wealth Management Enablement Manager
Mercer Advisors
• Curate a deliberate and strategic curriculum for WM: contemplating what we want WM to know and how we want them to focus on a weekly and monthly basis. • Control what is communicated to ensure deliberate and impactful outcomes. • Deliver training to new hires and new to firm employees. • Identify opportunities to drive employee adoption and usage of new processes and systems…and execute against opportunities. • Track and trend Advisor Team requests and identify training gaps/ opportunities. • Collaborate with M&A leadership to drive integration process improvement. • Maintain regular communication with business stakeholders to refine and evolve the training program. • Review and understand workflow process and technology enhancements.
Job Requirements
- Proven experience as a training manager, corporate trainer or similar role
- Excellent speaking and presentation skills
- Strong organizational and communication skills
- Knowledge of instructional design theory and learning principles
- Proficient in MS Office and Learning Management Systems (LMS)
- Familiarity with e-learning platforms and practices
- Curriculum design skills
- Ability to manage multiple projects and deliver results on deadlines
- Ability to work effectively with individuals at all levels of the organization
- BA in education, training, HR or related field is a plus
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 medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
- Health Savings Account (HSA) with company contributions on a per pay period basis if enrolled in either HDHP medical plan.
- Two comprehensive Dental Plans
- Vision Insurance Plan
- Dependent Care Savings Account for child and dependent care.
- 14 Company Paid Holidays with a full week off at Thanksgiving.
- Generous paid time off program for vacation and sick days
- Employee Assistance Plan
- Family Medical Leave
- Paid Parental Leave (6 weeks)
- Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 weeks) to provide time for recovery, baby bonding, and enjoying your family time.
- Adoption Assistance Reimbursement Program
- Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.
- 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match
- Pet Insurance
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