Wealth Management Enablement Instructional Designer

Mercer Advisors is a different kind of wealth management firm. We exist so that our clients don’t have to worry about money.

Our firm was founded in 1985, on the belief that families at all wealth levels would benefit from a fully unified approach to managing their money A family office for your family.

We connect the dots of our clients’ financial lives by unifying planning, investing, taxes, estate, insurance, trust, and more.

Today, we proudly serve over 25,000 families, across over 90 cities, with over $45 Billion in assets entrusted to our care.

And we do this as an independent, national fiduciary which means we are committed to always working in the clients’ best interest.

When you join our team, you will find that it is different from what you typically see in our industry. Our client-facing professionals of in-house experts are 50% women, as is our overall employee base.

We bring together the best talent wherever they live with no formal headquarters, and many flexible working arrangements so we can assemble the best team.

Job Summary :

The Instructional Designer is responsible for developing education courses in support of WM new hires, acquired employees, and incumbent CSS and Advisors.

Duties include consulting with subject experts to improve their course designs, transferring courses into online formats and creating course manuals for employee use.

Essential Job Functions :

1. Develop Learning Programs

• Develop and maintain scalable platform for operational training of advisor teams and corporate resources
• Conduct needs analysis to determine training needs and deliverables
• Consult with business partners across geographies to define and craft the learning strategy and plans
• Design, develop, and build new, engaging, and effective blended learning solutions
• Promote collaboration, partnership and relationships among the participants and stakeholders
• Create feedback loops to determine overall learning effectiveness and areas for improvement

2. Content Creation and Management

• Responsible for development of new learning content and maintenance of existing learning content; maintain database of all materials
• Partner with Subject Matter Experts (SMEs) to design presentations that translate complex information into easy-to-understand learning materials
• Support writing of short form knowledge articles, designed to provide searchable content for users seeking online support
• Partner with the Marketing Branding Team to incorporate Mercer branding in content creation

3. Training Delivery Evaluation

• Collaborates with team leaders to ensure they and their teams understand the training tools and resources available and how to use them
• Support team leaders in evaluation of trainers and support a culture of continuous improvement that increases individual and organizational performance
• Share knowledge and best practices with learning and development team

4. Supports Corporate Projects

Supports company initiatives when needed.

Required Knowledge, Skills and Abilities :

• High School degree required
• Minimum of 3 years experience in L&D, Training, or Education required
• Bachelor’s degree in Education, Computer Science, Information Systems, Business / Administration, Instructional Design, or other relevant degree preferred
• Experience in Financial Services or Wealth Management strongly preferred
• Minimum of 2 years experience in Instruction Design, including e-Learning
• Experience with Absorb LMS preferred
• Experience building SharePoint site pages and / or experience managing a corporate Knowledge Base preferred
• Must be detail oriented and possess project management skills / experience
• Excellent communication skills with the ability to effectively present information and respond to questions from peers and management;

ability to work with multiple departments

• Excellent prioritization skills and the ability to handle various job duties in a fast-paced client-facing environment
• Team player with the ability to work in a dynamic environment and adapting to the changing demands of business needs while remaining organized and driven to succeed
• Alignment with the future strategic direction of the company and company long-term goals
• Ability to take ownership, initiative, work independently and in a team environment.
• Ability to Travel (

Location : National

Working Hours : Daytime hours

Working Conditions : This position may be in a professional office environment or a dedicated home office workspace that is free of interruptions.

Whether the 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.

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
23 days ago