What are the responsibilities and job description for the Director, Employee Wealth Programs position at Mercer Advisors?
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:
To accelerate growth within the Community channel, we need a dedicated leader to develop and execute the strategy for employee wealth and referral programs. This role will oversee marketing, education, and cross-functional collaboration to meet aggressive targets. The Director will bring alignment, strategic vision, and execution excellence to drive measurable results.
Essential Job Functions for this role include:
Strategy Development & Execution
- Design and implement a comprehensive strategy for employee wealth programs and referral initiatives to drive growth in the Community channel.
- Establish clear goals, KPIs, and reporting mechanisms to measure success.
Marketing Leadership
- Lead marketing efforts for employee wealth programs, including campaign development, messaging, and branding.
- Partner with internal marketing teams to create compelling content and promotional materials that engage employees and encourage referrals.
- Oversee digital and offline marketing channels to maximize program visibility and participation.
Education & Engagement
- Develop educational resources and training programs to ensure employees understand wealth offerings and referral processes.
- Host webinars, workshops, and internal events to promote program awareness and adoption.
Cross-Functional Collaboration
- Work closely with Compliance, HR, Operations, and Sales to ensure program alignment with company policies and objectives.
- Serve as the primary liaison for leadership on program performance and strategic adjustments.
Program Optimization
- Continuously analyze program performance and employee engagement data to identify opportunities for improvement.
- Implement best practices and innovative approaches to enhance participation and outcomes.
Knowledge, Skills, and Abilities:
- Bachelor's degree in Marketing, Business, or related field; MBA preferred.
- 8 years of experience in marketing, program management, or employee engagement initiatives.
- Proven track record of developing and executing marketing strategies that drive measurable growth.
- Strong leadership and project management skills with the ability to influence cross-functional teams.
- Excellent communication and presentation skills.
- Familiarity with financial services or wealth management industry is a plus.
Core Competencies
o Strategic Thinking
o Marketing Expertise
o Collaboration & Influence
o Data-Driven Decision Making
o Change Management
Work Schedule:
This professional role requires availability Monday through Friday, 8:00 AM – 5:00 PM.
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.
Applicants have rights under federal employment laws:
- Family and Medical Leave Act (FMLA)
- Employee Polygraph Protection Act (EPPA)
- Equal Employment Opportunity (EEO)
U.S. Federal law requires all employers to verify the identity and employment eligibility of all persons hired to work in the United States. Mercer Advisors participate in E-Verify to confirm work authorization.
- E-Verify
- Right to Work
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