Mercer Advisors
Director, Product Management (Advisor Experience)
Remote, USA · Director
Sponsorship not specified$150k-$175kDetected 8 days ago
Machine LearningComplianceProduct ManagementHRISCommunication
About the role
- You are the product owner of technology for the Advisor Experience which is part of our Client Excellence program.
- Essential Job Functions for this role include:
Responsibilities
- You own the product and drive the build, not a team of PMs.
- You carry a dotted line to Wealth Operations & Experience, who owns the business outcomes.
- This is hands-on product leadership. You own the product and drive the build, not a team of PMs.
- Own the Advisor Experience roadmap from discovery through delivery, across NPS, advisor practice management, advisor transitions, and Aspen AI
- Build the Aspen and client portal integrations behind NPS reimagined, so advisors can receive and action client feedback in real time
- Deliver advisor playbooks that reduce the risk of departures and client loss
- 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
- Own the relationship with our external development partners
- Partner with Wealth Operations & Experience, who owns these outcomes, to turn product into results
Nice to have
- 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.
Skills
- Make decisions on scope, sequencing, and tradeoffs with clarity and speed
- Make NLC events logged, visible, and acted on consistently inside Aspen, so we learn from them and reduce how often they happen
- 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
Compensation
- $150,000 - $175,000 USD
- Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant's geographic location, relevant experience, education, skills and licenses/certifications.
- This position is also eligible to earn incentive compensation through one of Mercer Advisors' incentive compensation programs.
- Base Pay Range
Benefits
- 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.
- Two comprehensive Dental Plans
- Vision Insurance Plan
- Generous paid time off program for vacation and sick days
- Family Medical Leave
- Paid Parental Leave (8 weeks)
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This listing is sourced directly from Mercer Advisors's careers page and normalized into a canonical job model.