Wealth Management Enablement Manager

Mercer Advisors

About The Position

The Wealth Management Enablement (WME) Manager will help to drive frictionless service within Wealth Management by supporting advisors and client service specialists with communication, education and training, and process improvement.

Responsibilities

Communication to and ongoing support of Advisor Team Staff
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. This includes training for platform enhancements, process changes and identified learning needs. Understand priorities and design training programs to support these objectives. Priorities can include teaching IT changes, new products and solutions, and driving an unparalleled client experience. This includes ownership of solution training materials, all WM-facing email communications, MercerNet and Webinars
Deliver training to new hires and new to firm employees
Deliver training and support to acquisition team employees
Provide reporting on new hire training to Enablement leadership and suggest corresponding changes to training
Assist with development and delivery of ongoing educational activities
Identify opportunities to drive employee adoption and usage of new processes and systems…and execute against opportunities
Identify opportunities for efficiencies in streamlining processes (advocate for WM teams)
Track and trend Advisor Team requests and identify training gaps/ opportunities
Report on success metrics
M&A Integration Support
Partner with M&A leadership to create training outlines for teams
Deliver training and support to acquisition team employees, both remotely and in person
Track attendance of trainings and report as appropriate
Define checkpoints to substantiate training program and adoption; determine additional needs as appropriate
Collaborate with M&A leadership to drive integration process improvement
Log training and support hours
CS and Advisor New Hire Support
Create and implement multiple training delivery tracks to address the distinct needs of CS and Advisor new hires by working with WM leadership to design comprehensive learning objectives
Utilize various training formats to effectively deliver content
Quantify results of delivery tracks and formats and refine strategy based on results
Business Process Evaluation, Development and Testing
Maintain regular communication with business stakeholders to refine and evolve the training program. This entails creation of a calendar for the WM organization to balance the desire to move quickly against the need to sequence change
Proactively identify and deliver business process improvement opportunities for WM organization and within WM Enablement
Advocate for the WM organization by partnering with IT and other groups who aim to “launch” solutions. Serve as advocates to ensure the products and solutions will drive productivity and scale, and that they are easy, relevant and helpful for the intended audience
Iterate cross-functionally to ensure solutions achieve desired outcomes and
Review and understand workflow process and technology enhancements
Support process enhancement testing
Develop and Maintain Training Materials
Establish CS and Advisor partnerships – become a trusted ally!
Review, develop, and update training materials and online resources
Develop & maintain criteria to measure and drive client service staff proficiency
Establish educational infrastructure to understand learning requirements and drive awareness
Develop robust, flexible, transparent, strategic and tactical infrastructure to enable rapid delivery of new requests/initiatives across the organization. Education should be simple and easy and drive desired outcomes (including product adoption)
WME should serve as subject matter experts and demonstrate a true understanding of content they teach the WM organization
Develop and enhance curriculum through identification, evaluation, adoption of effective course design, learning objects, and strategies
Review and update curriculum as new applications, products, and offers are implemented
Evaluate current digital training resources to identify largest opportunities for change and improvement.

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