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Vice President, Wealth Enablement at Mercer Advisors - ApplyBlast

Vice President, Wealth Enablement

Mercer Advisors

2 months ago

4.0 on Glassdoor

Remote

Full Time

Executive

1 applicant

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About this role

The Vice President of Wealth Enablement will lead the development and execution of a centralized content strategy, curriculum architecture, and AI-enabled training infrastructure for client‑facing teams across Wealth Management and Wealth Solutions. This senior leader will build and scale an enablement organization, drive advisor adoption and behavioral change, and partner cross‑functionally to ensure consistent, proactive client experiences.

Responsibilities

Centralize content strategy across client‑facing cohorts
Lead curriculum development and AI‑enabled training infrastructure
Drive advisor adoption and behavioral change at scale

Skills

Qualifications

CFP

About Mercer Advisors

merceradvisors.com

Headquarters

Denver, Colorado, United States

Company Size

501-1000 employees

Founded

1985

View Profile

Mercer Advisors (Mercer Global Advisors Inc.) is a Denver-based wealth management and registered investment advisory firm that provides family office–style financial planning, investment management, and wealth-transfer solutions for individuals, families, and business owners. Founded in 1985, the firm says it adapts the sophisticated, time-tested approaches used by ultra-high-net-worth clients and makes them accessible to a broader range of families. Mercer offers integrated services across investments, tax and estate planning, and fiduciary guidance, and was named the Top RIA in Barron’s 2025 Top 100 RIAs ranking.