Director, Employee Wealth Programs

Mercer Advisors

3d•$212,500 - $250,000

About The Position

To accelerate growth within the Community channel, we need a dedicated leader to develop and execute the strategy for employee wealth and referral programs. This role will oversee marketing, education, and cross-functional collaboration to meet aggressive targets. The Director will bring alignment, strategic vision, and execution excellence to drive measurable results.

Requirements

Bachelor’s degree in Marketing, Business, or related field; MBA preferred.
8+ years of experience in marketing, program management, or employee engagement initiatives.
Proven track record of developing and executing marketing strategies that drive measurable growth.
Strong leadership and project management skills with the ability to influence cross-functional teams.
Excellent communication and presentation skills.

Nice To Haves

Familiarity with financial services or wealth management industry is a plus.

Responsibilities

Design and implement a comprehensive strategy for employee wealth programs and referral initiatives to drive growth in the Community channel.
Establish clear goals, KPIs, and reporting mechanisms to measure success.
Lead marketing efforts for employee wealth programs, including campaign development, messaging, and branding.
Partner with internal marketing teams to create compelling content and promotional materials that engage employees and encourage referrals.
Oversee digital and offline marketing channels to maximize program visibility and participation.
Develop educational resources and training programs to ensure employees understand wealth offerings and referral processes.
Host webinars, workshops, and internal events to promote program awareness and adoption.
Work closely with Compliance, HR, Operations, and Sales to ensure program alignment with company policies and objectives.
Serve as the primary liaison for leadership on program performance and strategic adjustments.
Continuously analyze program performance and employee engagement data to identify opportunities for improvement.
Implement best practices and innovative approaches to enhance participation and outcomes.

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