Manager, Technical Release Manager
1Password
SDLC
Wealth Management Enablement Manager – Wealth Solutions
Mercer Advisors
full-time
Posted on:
Location Type: Remote
Location: Remote • 🇺🇸 United States
Visit company websiteJob Level
Mid-LevelSenior
About the role
- Drive frictionless service within Wealth Management by supporting advisors and client service specialists with communication, education and training
- Curate and control training curriculum for Wealth Management
- Deliver training to new hires, team employees, and acquisition team employees
- Assist with ongoing educational activities and identify opportunities for efficiencies
- Collaborate with M&A leadership to create training outlines and support integration processes
- Maintain communication with business stakeholders for training program refinement and business process improvements
Requirements
- Experience in communication, education, and training in Financial Services
- Ability to develop and deliver training materials and programs
- Strong understanding of wealth management and financial advisement processes
- Proficiency in process improvement techniques
- Familiarity with M&A integration processes
- Excellent organizational and reporting skills
- Strong communication and interpersonal skills
- Ability to work collaboratively within a team and independently
Benefits
- 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
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
training curriculum developmenttraining material developmentprocess improvement techniquesM&A integration processes
Soft skills
communication skillsorganizational skillsreporting skillsinterpersonal skillscollaborative skillsindependent work ability
