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Mercer Advisors

A family office for your family.

Director, Employee Wealth Programs

DirectorDirectorFull TimeRemoteLeadTeam 501-1,000Since 1985H1B No SponsorCompany SiteLinkedIn

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

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