Wealth Management Enablement Manager: LMS & Instructional Designer

Why Work at Mercer Advisors?

For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.*

Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible.

Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country.

* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology here.

 

Job Summary:

The Wealth Management Enablement LMS & Instructional Designer owns the end-to-end lifecycle of learning within Wealth Management—combining enterprise learning management system (LMS) administration with the design and delivery of effective learning solutions. This role develops scalable, blended programs for new hires, acquired employees, and incumbent Advisors and Client Service Staff (CSS); administers and optimizes the LMS and knowledge base; and leads clear, consistent enablement communications across the organization. The role partners closely with Subject Matter Experts (SMEs), business leaders, and cross-functional stakeholders to ensure training is timely, branded, measurable, and aligned to business goals.  

Essential Job Functions for this role include: 

1. Learning Strategy & Program Design  

• Conduct needs analysis to determine training priorities, audiences, and deliverables.  
• Design, develop, and build engaging, blended learning (eLearning, virtual, ILT, microlearning) aligned to operational workflows of advisor teams and corporate resources.  
• Create and maintain course manuals, quick-reference guides, and curricula/learning paths at scale.  
• Establish feedback loops and learning effectiveness measures; iterate content based on insights.  
• Consult with business partners across geographies to define learning strategies, roadmaps, and release plans.  

2. LMS Administration & Governance  

• Serve as the enterprise LMS expert (navigation, UI, roles/permissions, reporting/analytics).  
• Manage, maintain, and optimize the LMS: user and group administration, content structure, curricula, assignments, and audits.  
• Coordinate upgrades and technical releases with the vendor and partner LMS administrators; test, publish, and manage content with appropriate QA.  
• Train and support other LMS administrators/trainers, document standards and operating procedures.  
• Monitor and report on training progression and compliance to stakeholders; maintain accurate user/course data.  

3. Content Creation & Management  

• Develop new learning content and maintain the learning content inventory and database.  
• Partner with SMEs to translate complex information into accessible learning assets and searchable knowledge articles.  
• Partner with Marketing/Branding to ensure all learning and knowledge assets reflect approved brand standards.  

4. Training Delivery, Evaluation & Continuous Improvement  

• Enable leaders and trainers to understand and leverage learning tools, resources, and reports.  
• Support evaluation of facilitators and programs; cultivate a continuous improvement culture that elevates performance.  
• Share best practices with the broader learning and development community.  

5. Enablement Communications & Stakeholder Engagement  

• Champion open, clear, and consistent enablement communication across Wealth Management.  
• Administrative ownership of periodic enablement newsletters; collect content, finalize messages, and distribute across the company.  
• Collaborate cross-functionally to identify training needs and coordinate execution.  

6. Data, Reporting & Insights  

• Develop standard and ad-hoc LMS and enablement reports/dashboards, track adoption, completion, and impact.  
• Use data to prioritize content updates, inform strategy, and demonstrate business value.  

7. Corporate Initiatives & Other Duties  

• Support company initiatives as needed.  
• Perform other duties as assigned. 

Knowledge, Skills, and Abilities:

• High School degree required; Bachelor’s degree preferred (Education, Computer Science, Information Systems, Business/Administration, Instructional Design, or related). 

• Experience: 
  • Minimum 3 years in Learning & Development, Training, or Education. 
  • Minimum 2 years in Instructional Design, including eLearning development. 
  • Financial Services or Wealth Management experience strongly preferred. 

• Platforms/Tools: 
  • Experience with Docebo, Cornerstone, or comparable enterprise LMS platforms preferred. 
  • Experience building SharePoint site pages and/or administering a corporate Knowledge Base preferred. 

• Skills: 
  • Detail-oriented with strong project/program management capabilities. 
  • Excellent written and verbal communication; able to present to and partner with multiple departments and leadership levels. 
  • Strong prioritization and organizational skills in a fast-paced, client-facing environment. 
  • Ability to foster collaboration, manage stakeholders, and drive clear outcomes. 
  • Demonstrated initiative and ownership; able to work independently and within a team. 
  • Alignment with the company’s strategic direction and long-term goals. 

Work Schedule:

This professional role requires availability Monday through Friday, 8:00 AM – 5:00 PM. Ability to travel up to 10%.

Working Conditions:

Professional office environment, daytime hours, working inside, standing, and sitting, will be assigned to a workstation, no heavy lifting over 20 lbs.

Benefits:

Mercer Advisors offers a competitive and robust benefit package to our employees.   Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:

• 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

We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.

Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws. Mercer Advisors provides equal employment opportunity in all aspects of employment and employee relations, including recruitment, hiring, training and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and all other terms, conditions, and privileges of employment in accordance with applicable federal, state, and local laws.

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