Vice President, Wealth Enablement
Core
Centralize content strategy, lead curriculum development, and drive solution adoption for a consistent, proactive client experience across Wealth Management and Wealth Solutions.
Role type
VP of Wealth Enablement (Strategy & Team Leadership)
Builds
Scalable, AI-enabled training and content infrastructure
Domain
Wealth Management / Financial Services
Required skills
Content strategy, curriculum architecture, behavioral change management, team building, M&A integration enablement, AI fluency, cross-functional influence, data-informed iteration, executive communication
Preferred skills
CFP certification, direct client service experience, product design advocacy
Technologies
AI tools for content creation and learning personalization
Responsibilities
Own centralized content strategy and curriculum architecture for multiple advisor cohorts; Build and lead a structured Enablement team with domain-specific expertise; Drive measurable behavioral change and adoption of new tools and solutions; Partner with Relationship Expansion and Segment Delivery to embed content in field workflows; Act as a bridge between business needs and technology product design; Architect the long-term vision for Mercer University (internal L&D infrastructure).
