Director, Product Management (Advisor Experience)

Why Work at Mercer Advisors?

For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households. Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients' best interests — always.

About the role

We're looking for a Director of Product Management to lead Advisor Experience, the product work behind Client Excellence: keeping our promises to families and giving advisors more time with clients and less time on coordination and administration. This is hands-on product leadership. You own the product and drive the build, not a team of PMs.

Responsibilities

• Lead the Product Own the Advisor Experience roadmap from discovery through delivery, across NPS, advisor practice management, advisor transitions, and Aspen AIBuild the Aspen and client portal integrations behind NPS reimagined, so advisors can receive and action client feedback in real time
• Deliver the capacity and practice management tools that give leaders real-time visibility into advisor capacity for growth, and map advisor expertise to client needs
• Make decisions on scope, sequencing, and tradeoffs with clarity and speed
• Protect the Client Relationship Build the at-risk advisor identification and transition tools that keep clients with us when an advisor leaves or retires, planned or unplanned
• Deliver advisor playbooks that reduce the risk of departures and client loss
• Make NLC events logged, visible, and acted on consistently inside Aspen, so we learn from them and reduce how often they happen
• Build with AI in Aspen AI for the advisor experience: meeting prep, transcription, and follow-up that give advisors time back
• Use data and machine learning to surface the right next step for each advisor
• Use AI to make you and the teams building with you faster and sharper
• Lead the Build Set the priorities and requirements that our development partners and other pods build against
• Work day to day with engineering, design, and data across those partners and pods to keep delivery on track
• Partner with Business Intelligence on the dashboards behind client health, NPS, and transition tracking
• Own the relationship with our external development partners
• Drive Outcomes Build the product that moves the Client Excellence KPIs: Net Revenue Retention, Client NPS, Client health score, Advisor retention, Transition success, and NLC Rate
• Partner with Wealth Operations & Experience, who owns these outcomes, to turn product into results
• Keep improving based on pilot feedback and real usage

Essential Job Functions

• Knowledge, Skills, And Abilities

• 7+ years in product management, ideally in financial services, wealth management, or B2B SaaS
• Track record of shipping products that fit into existing systems and workflows
• Experience leading cross-functional pods (engineering, design, data)
• Experience running more than one product at a time
• Strong ability to turn complex business processes into clear product requirements
• Comfort with AI concepts and how to apply them to products people actually use
• Data fluency. You can define metrics, read dashboards, and decide from data
• Excellent communication across technical and non-technical audiences
• Bias toward action, without cutting corners on quality
• Comfortable with ambiguity and competing priorities
• Advisor-obsessed. You start with advisor and client pain points and work backward

Qualifications

• Knowledge, Skills, And Abilities

• 7+ years in product management, ideally in financial services, wealth management, or B2B SaaS
• Track record of shipping products that fit into existing systems and workflows
• Experience leading cross-functional pods (engineering, design, data)
• Experience running more than one product at a time
• Strong ability to turn complex business processes into clear product requirements
• Comfort with AI concepts and how to apply them to products people actually use
• Data fluency. You can define metrics, read dashboards, and decide from data
• Excellent communication across technical and non-technical audiences
• Bias toward action, without cutting corners on quality
• Comfortable with ambiguity and competing priorities
• Advisor-obsessed. You start with advisor and client pain points and work backward

Pay

$150,000 - $175,000 USD

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 Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan
• Kaiser Medical plans available in California
• Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan
• Dependent Care Savings Account for child and dependent care
• 14 Company Paid Holidays including a full week off at Thanksgiving
• Generous paid time off program for vacation and sick days
• Employee Assistance Plan
• Familial Medical Leave
• Paid Parental Leave (8 weeks)
• 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 as well as an after-tax option
• Pet Insurance
• Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing

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 Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan
Kaiser Medical plans available in California
Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan
Dependent Care Savings Account for child and dependent care
14 Company Paid Holidays including a full week off at Thanksgiving
Generous paid time off program for vacation and sick days
Employee Assistance Plan
Familial Medical Leave
Paid Parental Leave (8 weeks)
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 as well as an after-tax option
Pet Insurance
Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing

Application Deadline

The initial deadline for applications is 8/15/2026. Applications submitted after this date may still be considered on a rolling basis until the position/program is filled. We encourage all interested candidates to apply as early as possible.