Wealth Planning Associate Jobs in Colorado (NOW HIRING)

Job Summary:

Wealth Enablement ensures every client-facing team member feels supported and knows what to do, when, and why when serving clients. The VP will centralize content strategy, lead curriculum development, and drive solution adoption for a more consistent, proactive client experience. The VP will lead the Enablement function to build scalable, AI-enabled training and content infrastructure across Wealth Management and Wealth Solutions. This leader will set strategy, build the team, and drive behavioral change and adoption at scale — bridging corporate functions and the field.

Essential Job Functions for this role include:

Content Strategy & Curriculum Ownership

• Own the centralized content strategy across all client-facing cohorts — Wealth Management (advisors and client service) and Wealth Solutions (Tax, Estate, Financial Planning, Emerging Solutions).

• Maintain curriculum architecture that separates the CS (Relationship Manager and Service Operations Associate)/Advisor and WM/WS tracks, tailoring content to each audience's complexity and behavioral needs.

• Create high-quality, scalable advisor playbooks, onboarding frameworks, and field-facing tools that equip advisors to deliver better client outcomes — evolving from episodic content to a centralized, maintained system.

• Partner with Relationship Expansion so advisor-facing content is built for field delivery, not just housed centrally.

Advisor Adoption & Behavioral Change

• Lead the function's evolution from a generalist support model to a specialized team that drives measurable behavioral change and builds advising capabilities across advisor teams.

• Use our product pilot and launch methodology to serve as the field advocate for new technology, tools, and solutions — including AI-powered capabilities — before and during rollout.

• Define growth gearing ratios (FTE per cohort size) and build the organizational infrastructure to scale onboarding and ongoing enablement as Mercer grows through M&A.

• In partnership with Partner Success, build on-demand support capacity for acquisition integrations so newly joined advisor teams are onboarded rapidly and effectively.

Team Leadership & Organizational Build-Out

• Build and lead a structured Enablement team organized across Wealth Management and Wealth Solutions — ultimately with dedicated Directors and FTE support for each.

• Recruit for skills that match each cohort's complexity, replacing a generalist model with domain-specific expertise that can credibly engage and influence advisors.

• Use team operating rhythms, performance telemetry, and accountability frameworks to measure content effectiveness, field adoption, and client impact.

• Serve as the long-term architect of Mercer University — the 3-year horizon vision for Mercer's internal learning and development infrastructure.

Cross-Functional Partnership

• Partner closely with Relationship Expansion to ensure Enablement content is deployable by field leaders and embedded in advisor meeting cadences.

• Work alongside Segment Delivery to align accreditation and training programs with segment-specific delivery models (Ascend, Regis, Custom Wealth, WealthPath).
• Serve as a business-to-technology bridge — advocating for advisor needs in product design so what's built drives the right field outcomes.

Knowledge, Skills, and Abilities:

• 10+ years of experience in enablement, learning & development, or field effectiveness roles within wealth management, financial services, or a complex, field-oriented professional services organization.

• Demonstrated success building or scaling centralized enablement functions — not just managing existing L&D programs, but architecting new ones from the ground up.

• Track record of driving measurable advisor or field sales behavioral change, with evidence of adoption outcomes and performance improvement.

• Experience managing and developing teams of content creators, trainers, and program managers, ideally using AI to accelerate their output.

• Familiarity with the complexity of a post-M&A integration environment and the enablement demands it creates.
• Ideally, the candidate will have a CFP and / or previous experience directly serving clients.

• Strategic thinker who can translate business priorities (NRR, retention, 'One Mercer' delivery) into curriculum design and behavioral change programs that strengthen the client experience.

• Strong cross-functional collaborator who builds influence without direct authority across Relationship Expansion, Segment Delivery, Operations, and Technology.

• Data-informed approach — uses telemetry, adoption metrics, and field feedback to iterate and improve content and delivery systems.

• AI-fluent — well-versed in AI tools and able to apply them to accelerate content creation, personalize learning, and scale enablement, while championing responsible adoption across the field.

• Exceptional communicator and executive presence — able to represent Enablement to senior leadership and serve as a credible spokesperson for field needs in the product design process.

• Builder mentality — energized by ambiguity and the opportunity to create structure where none exists.

• Advisor- and client-first orientation — knows advisor adoption drives client outcomes, and designs every program with both the field and the end client in view.

• Collaborative and low-ego — this role requires deep partnership across WO&E and the broader business; success requires earning trust, not asserting authority.
• Comfortable with pace — Mercer is a high-growth, acquisition-driven firm; the Enablement leader must operate in a dynamic environment while maintaining quality and consistency.

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 8/13/2026. 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.