Mercer Advisors

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)

This listing is sourced directly from Mercer Advisors's careers page and normalized into a canonical job model.