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Agent guide: [/agents.md](https://www.wearedevelopers.com/agents.md). --- # Vice President, Wealth Adoption and Transformation - **Company:** Mercer LLC - **Location:** Denver, CO, United States (Remote available) - **Experience:** Expert - **Salary:** $124,800 - $156,000 - **Contract:** Permanent contract - **Skills:** Microsoft Access, Artificial Intelligence, Data Analysis, Big Data, Productivity Software, User-Centered Design, Agentic-AI, Information Technology, Workday - **Published:** November 14, 2026 - **Apply:** https://www.builtincolorado.com/job/vice-president-wealth-enablement/10470021?handler=ApplyRedirect ## About the Role * 10+ years leading transformation, change, or enablement of professionals, including time at a top-tier strategy, consulting, or advisory firm. * Track record of changing how professionals actually work, not just documenting or teaching it, grounded in behavioral science, adult learning, and change adoption. * First-principles problem solver who can answer unfamiliar questions without a playbook and rethink a function as conditions change. * Experience building onboarding and capability programs at scale, with a clear view of what great looks like in professional services. * Credible point of view on how AI and new technology change the way professionals learn and work. * Vision and execution in one person: sets the direction, then rolls up their sleeves and runs delivery. * Strong executive communication with the field, senior leaders, and the C-suite, and energy for ambiguous, high-growth environments where scope is still being defined. Preferred * Top-tier consulting alumni with human capital or organizational change work in their background. * Experience in financial services, wealth management, or another complex, relationship-driven industry, including familiarity with RIA models, advisor workflows, or financial planning. * Built or scaled an enablement, transformation, or behavior-change function from scratch, using data to measure adoption and inform talent decisions. * MBA or advanced degree in a relevant field. ## Description The Vice President, Adoption & Enablement leads human transformation for Mercer Advisors' client-facing professionals, so that the pace at which our advisory teams adopt change is never the limit on how fast the firm can change. Professional services will change faster over the next three to five years than in the last twenty, and AI is reshaping what every role does. This leader owns how Mercer's client teams learn, adopt, and deliver client excellence in that environment. This is not a traditional learning and development role. This leader will rethink the modality of enablement itself: how fiduciary professionals learn new ways of working and adopt new tools at an accelerating rate. The role pairs a vision for human transformation in professional environments with the discipline to deliver it: onboarding, platform and technology training, field activation, and adoption measurement. The right leader is a first-principles problem solver who is obsessed with both strategy and detail, knowledgeable about human behavior change, and curious enough to keep reinventing the function as the work changes. They have seen how top-tier professional services firms transform their people, and they know that professionals need to do their jobs differently, not just understand how. This is a newly shaped role and the VP will help define its scope with senior leadership. It suits a visionary practitioner who can set direction and also run the function day to day., Vision & Strategy for Human Transformation * Set a multi-year vision for how Mercer's client-facing professionals learn, adapt, and perform as the work and tools change. Be the firm's point of view on why people resist change and what makes it stick. * Reinvent enablement itself: AI agents and in-workflow guidance that teach people as they work. Retire what no longer scales, and stay ahead of change so rollout is never the bottleneck. Behavior Change & Adoption * Apply behavioral science and human-centered design to find the smallest changes that shift behavior most. Design around friction, triggers, and motivation. * Own adoption of firm priorities, AI first, from strategy to the field. Make the case for why each change matters to clients and to advisors, and activate it within real limits on advisor time and fixed compensation. Enablement Delivery * Run the function: onboarding, platform and technology training, and field enablement. Raise onboarding to a firm-wide standard. * Build the tools yourself, and working with support from your team. This includes cheat sheets, coaching scripts, huddle agendas, national call content, digital reinforcement. Partner with Market Leaders, field coaches, and practice management to embed new ways of working with minimal lift. Measurement & Iteration * Define leading and lagging indicators for adoption, proficiency, and client outcomes. Use the data to find where adoption stalls and who needs help, feed it into talent and hiring decisions, and tighten feedback loops so enablement improves as fast as the field learns. Cross-Functional Leadership & Influence * Be a strategic thought partner to senior leaders, turning firm priorities into people-readiness plans. Brief the C-suite and Managing Partners plainly on readiness, risk, and progress. * Drive readiness, not just rollout. Test multiple tactics to reach the outcome, check whether the field actually gets it, and change course when it doesn't. * Work with the People Team, Technology, Platform, Marketing, Compliance, Tax, and Practice Management so enablement is coherent, scalable, and on-brand, and every gap has a clear owner. Team & Culture * Build and lead a high-performing team, including people who specialize in human behavior, not only content and training delivery. Model curiosity and a learning culture across the field., Within the first year, this leader will have shifted the function from supporting training requests to leading transformation. That means a repeatable approach to behavior change, a modern enablement model that includes AI-enabled learning, adoption data that guides decisions, and an enablement team with the right mix of behavioral and delivery skills. Work Schedule: This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs. All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period., Software * Analytics * Hospitality Leads product planning and execution for assigned clients, translating client and market requirements into product features, business requirements, statements of work, and roadmaps. Partners with technology, development, analytics, support, marketing, and account teams throughout delivery. Acts as a product subject-matter expert, manages client communications, supports beta programs, monitors project KPIs, and helps define product vision, positioning, and customer value. IDeaS Product Manager An Hour Ago Remote United States Mid level Mid level Software * Analytics * Hospitality Own the vision, roadmap, development, evaluation, commercialization, and adoption of customer-facing Generative AI capabilities for hospitality software. Lead customer discovery, define intuitive and trustworthy AI experiences, establish quality and safety standards, and partner with engineering, design, security, legal, marketing, and commercial teams. Drive product delivery from experimentation through launch while measuring adoption, answer quality, customer outcomes, reliability, and business impact. Top Skills: APIsConversational AiGenerative AiGroundingGuardrailsHuman-In-The-Loop DesignIdentity And Access ManagementLarge Language ModelsLlm EvaluationMulti-Tenant SaasPromptingRetrieval-Augmented GenerationSemantic Layers Enverus