Senior Manager, Wealth Management Enablement

Job Summary:

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.

Essential Job Functions for this role include:

1. Content Development & Curriculum Design

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

2. Training Delivery & Enablement

• 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.

3. Stakeholder Advocacy & Cross-functional Collaboration

• Partner with WM leadership, technology, operations, and compliance teams to identify friction points and drive process improvements.
• Act as the voice of the advisor and client service staff to influence product roadmap and operational changes.
• Lead change management initiatives to ensure smooth adoption of new tools, workflows, and policies.