Mercer Advisors
A family office for your family.
Director, Employee Wealth Programs
Location
United States
Posted
68 days ago
Salary
$212.5K - $250K / year
Seniority
Lead
Bachelor Degree8 yrs expEnglish
Job Description
• 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.
Job Requirements
- 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.
- 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
Related Guides
Related Categories
Related Job Pages
More Director Jobs
Director of Scholarships
The Recruitment Alliance by HRKSProviding a personalized and unique end-to-end recruitment experience.
Director68 days ago
Full TimeRemoteTeam 1-10Since 2019H1B No Sponsor
Director of Scholarships managing financial aid processes for National Medical Fellowships.
Director68 days ago
Full TimeRemoteTeam 11-50H1B Sponsor
Associate Director overseeing KOL engagement and market insights at Orca Bio
United States
Director68 days ago
Full TimeRemoteTeam 51-200H1B No Sponsor
Associate Director enabling clinical decision-making at biotechnology company
Director68 days ago
Full TimeRemoteTeam 501-1,000H1B Sponsor
Director of Revenue Recognition overseeing accounting functions at Restaurant365
ERP




