Vice President, Wealth Adoption and Transformation

Why Work at Mercer Advisors? For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households. Today, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.* Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are. Join us and help families amplify and simplify their financial lives with confidence. * 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 . Position Overview The Vice President, Adoption & Enablement leads human transformation for Mercer Advisors' client-facing professionals, so that the pace at which our advisory teams adopt change is never the limit on how fast the firm can change. Professional services will change faster over the next three to five years than in the last twenty, and AI is reshaping what every role does. This leader owns how Mercer’s client teams learn, adopt, and deliver client excellence in that environment. This is not a traditional learning and development role. This leader will rethink the modality of enablement itself: how fiduciary professionals learn new ways of working and adopt new tools at an accelerating rate. The role pairs a vision for human transformation in professional environments with the discipline to deliver it: onboarding, platform and technology training, field activation, and adoption measurement. The right leader is a first-principles problem solver who is obsessed with both strategy and detail, knowledgeable about human behavior change, and curious enough to keep reinventing the function as the work changes. They have seen how top-tier professional services firms transform their people, and they know that professionals need to do their jobs differently, not just understand how. This is a newly shaped role and the VP will help define its scope with senior leadership. It suits a visionary practitioner who can set direction and also run the function day to day. Key Responsibilities Vision & Strategy for Human Transformation Set a multi-year vision for how Mercer's client-facing professionals learn, adapt, and perform as the work and tools change. Be the firm's point of view on why people resist change and what makes it stick. Reinvent enablement itself: AI agents and in-workflow guidance that teach people as they work. Retire what no longer scales, and stay ahead of change so rollout is never the bottleneck. Behavior Change & Adoption Apply behavioral science and human-centered design to find the smallest changes that shift behavior most. Design around friction, triggers, and motivation. Own adoption of firm priorities, AI first, from strategy to the field. Make the case for why each change matters to clients and to advisors, and activate it within real limits on advisor time and fixed compensation. Enablement Delivery Run the function: onboarding, platform and technology training, and field enablement. Raise onboarding to a firm-wide standard. Build the tools yourself, and working with support from your team. This includes cheat sheets, coaching scripts, huddle agendas, national call content, digital reinforcement. Partner with Market Leaders, field coaches, and practice management to embed new ways of working with minimal lift. Measurement & Iteration Define leading and lagging indicators for adoption, proficiency, and client outcomes. Use the data to find where adoption stalls and who needs help, feed it into talent and hiring decisions, and tighten feedback loops so enablement improves as fast as the field learns. Cross-Functional Leadership & Influence Be a strategic thought partner to senior leaders, turning firm priorities into people-readiness plans. Brief the C-suite and Managing Partners plainly on readiness, risk, and progress. Drive readiness, not just rollout. Test multiple tactics to reach the outcome, check whether the field actually gets it, and change course when it doesn’t. Work with the People Team, Technology, Platform, Marketing, Compliance, Tax, and Practice Management so enablement is coherent, scalable, and on-brand, and every gap has a clear owner. Team & Culture Build and lead a high-performing team, including people who specialize in human behavior, not only content and training delivery. Model curiosity and a learning culture across the field. Qualifications Required 10+ years leading transformation, change, or enablement of professionals, including time at a top-tier strategy, consulting, or advisory firm. Track record of changing how professionals actually work, not just documenting or teaching it, grounded in behavioral science, adult learning, and change adoption. First-principles problem solver who can answer unfamiliar questions without a playbook and rethink a function as conditions change. Experience building onboarding and capability programs at scale, with a clear view of what great looks like in professional services. Credible point of view on how AI and new technology change the way professionals learn and work. Vision and execution in one person: sets the direction, then rolls up their sleeves and runs delivery. Strong executive communication with the field, senior leaders, and the C-suite, and energy for ambiguous, high-growth environments where scope is still being defined. Preferred Top-tier consulting alumni with human capital or organizational change work in their background. Experience in financial services, wealth management, or another complex, relationship-driven industry, including familiarity with RIA models, advisor workflows, or financial planning. Built or scaled an enablement, transformation, or behavior-change function from scratch, using data to measure adoption and inform talent decisions. MBA or advanced degree in a relevant field. What Success Looks Like Within the first year, this leader will have shifted the function from supporting training requests to leading transformation. That means a repeatable approach to behavior change, a modern enablement model that includes AI-enabled learning, adoption data that guides decisions, and an enablement team with the right mix of behavioral and delivery skills. Work Schedule: This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs. All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period. Working Conditions: This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs. Application Deadline : The initial deadline for applications is 12/3/2026. Applications submitted after this date may still be considered on a rolling basis until the position/program is filled. We encourage all interested candidates to apply as early as possible. If a final decision has not been made by the initial deadline, subsequent applications will be reviewed as they are received. The annualized compensation range for this role is based on factors including, but not limited to, experience, skillset, and geographic location where work is performed. The cash compensation range includes both base salary and an annual bonus. The total compensation package may include additional cash bonus amounts and other incentive compensation. Total expected cash compensation range $225,000 — $275,000 USD 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 Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan. Kaiser Medical plans available in California Health Savings Account (HSA) with company contributions 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 including 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 (8 weeks) Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 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 as well as an after-tax option Pet Insurance Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing We are not accepting unsolicited resumes from agencies and/or search firms for this job posting. Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements. If you need an accommodation during the application or hiring process, please email PeopleTeam@merceradvisors.com . This inbox is for accommodation requests only. 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