Mercer Advisors

Sr. Director, Product Management, UHNW Platform

Remote, USA · Director

Sponsorship not specified$200k-$225kDetected 9 hours ago

Product ManagementProduct StrategyStakeholder ManagementCRMHRISLeadershipCommunicationProblem Solving

About the role

This role has end-to-end responsibility for the product strategy, client and advisor experience, and technology roadmap for the Regis platform.
You will engage directly with stakeholders across the organization-observing workflows, identifying friction points, and synthesizing often inconsistent inputs into clear problem definitions and scalable platform solutions.
Translate business strategy, client needs, and advisor feedback into a cohesive, prioritized product direction

While highly strategic in scope, this role is also hands-on, requiring direct engagement in discovery, workflow design, and product definition.
Develop a deep, first-hand understanding of workflows across advisors, clients, and operational teams through direct engagement
Identify root causes of friction and design scalable, integrated workflows that improve client and advisor experience
Bring structure to an evolving environment, shifting from reactive development to intentional product design
Lead product discovery and solution design to ensure the right problems are being solved
Partner with engineering and architecture teams to design solutions that are scalable, maintainable, and aligned to long-term platform goals
Own Regis platform adoption to drive utilization of new process flows, measure advisor and client engagement with platform capabilities, and provide hands-on enablement support to ensure use as designed
Product definition and solution design
Define and manage a prioritized product roadmap, balancing business impact, user needs, technical constraints, and dependencies

Experience in wealth management, financial services, or investment platforms
Experience with CRM systems, portfolio management tools, and client reporting platforms
Awareness of industry trends and emerging practices in wealth management technology
A clearly defined and aligned product roadmap supporting the growth of the Regis platform
Measurable improvements in client and advisor experience and adoption of both new and existing capabilities
A cohesive, scalable platform that reduces friction and improves operational efficiency
Strong cross-functional alignment and effective prioritization
What Success Looks Like

10+ years of experience in product management, platform strategy, or related roles
Experience with UHNW or family office environments
Proven experience leading complex, multi-system platform initiatives in cross-functional environments
Demonstrated ability to operate across both strategic planning and hands-on execution
Excellent communication and stakeholder management skills, with the ability to influence without direct authority
Strong analytical and problem-solving capabilities, with comfort operating in ambiguous environments
Bachelor's degree required

$200,000 - $225,000 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

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
Mercer Advisors offers a competitive and robust benefit package to our employees.
Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs.

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