Apply on Employer Site

Mercer Advisors · 1 day ago

Director, Employee Wealth Programs

United States

Full-time

Remote

Senior Level, Lead/Staff

$212K/yr - $250K/yr

8+ years exp

Mercer Advisors is a leading financial services firm dedicated to enhancing the financial lives of families. The Director of Employee Wealth Programs will spearhead the strategy for employee wealth and referral programs, focusing on marketing, education, and cross-functional collaboration to drive growth within the Community channel.

AdviceAsset ManagementBusiness DevelopmentFinancial ServicesInsuranceWealth Management

Responsibilities

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

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

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

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

Continuously analyze program performance and employee engagement data to identify opportunities for improvement

Implement best practices and innovative approaches to enhance participation and outcomes

Qualification

Marketing StrategyProgram ManagementEmployee EngagementFinancial Services KnowledgeLeadership SkillsData-Driven Decision MakingChange ManagementCommunication SkillsCollaborationStrategic Thinking

Required

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

Preferred

Familiarity with financial services or wealth management industry is a plus

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