Document Control and Training Specialist
Day One Biopharmaceuticals
Wealth Management Enablement Manager – LMS, Instructional Designer
Mercer Advisors
full-time
Posted on:
Location Type: Remote
Location: Remote • 🇺🇸 United States
Visit company websiteJob Level
Mid-LevelSenior
About the role
- Owns the end-to-end lifecycle of learning within Wealth Management.
- Combines enterprise learning management system (LMS) administration with effective learning solutions design and delivery.
- Develops scalable, blended programs for new hires, acquired employees, and incumbent Advisors and Client Service Staff (CSS).
- Administers and optimizes the LMS and knowledge base.
- Leads clear, consistent enablement communications across the organization.
- Partners closely with Subject Matter Experts (SMEs), business leaders, and cross-functional stakeholders to ensure training is timely, branded, measurable, and aligned to business goals.
- Conducts needs analysis to determine training priorities, audiences, and deliverables.
- Designs, develops, and builds engaging, blended learning aligned to operational workflows.
- Creates and maintains course manuals, quick-reference guides, and curricula.
- Establishes feedback loops and learning effectiveness measures.
Requirements
- High School degree required; Bachelor’s degree preferred (Education, Computer Science, Information Systems, Business/Administration, Instructional Design, or related).
- Minimum 3 years in Learning & Development, Training, or Education.
- Minimum 2 years in Instructional Design, including eLearning development.
- Financial Services or Wealth Management experience strongly preferred.
- Experience with Docebo, Cornerstone, or comparable enterprise LMS platforms preferred.
- Experience building SharePoint site pages and/or administering a corporate Knowledge Base preferred.
- Detail-oriented with strong project/program management capabilities.
- Excellent written and verbal communication; able to present to and partner with multiple departments and leadership levels.
- Strong prioritization and organizational skills in a fast-paced, client-facing environment.
- Ability to foster collaboration, manage stakeholders, and drive clear outcomes.
- Demonstrated initiative and ownership; able to work independently and within a team.
- Alignment with the company’s strategic direction and long-term goals.
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
Instructional DesigneLearning developmentNeeds analysisLearning solutions designProgram developmentCourse manual creationBlended learningLearning effectiveness measuresProject management
Soft skills
Detail-orientedExcellent written communicationExcellent verbal communicationStrong prioritization skillsOrganizational skillsCollaborationStakeholder managementInitiativeOwnership
Certifications
Bachelor’s degreeHigh School degree
