• Drive the execution of product initiatives from conception to launch, ensuring timely and high-quality delivery. • Lead a group of cross-functional engineers and designers to develop tools and platforms that enhance advisor efficiency and effectiveness. • Work with third-party service providers and influence their roadmaps to align with Mercer Advisors' goals. • Utilize data-driven insights to improve product performance and advisor satisfaction continuously. • Be ultimately responsible for the outcome and KPIs of the products you build. • Gather and prioritize requirements from financial advisory team to inform product development. • Prepare written requirements for each development sprint based on design, users, and engineers’ input for each feature. • Conduct user testing and gather feedback to ensure products meet the needs of advisors. • Integrate advisor feedback into product iterations to enhance usability and functionality. • Dive into the details of our operations and processes to find technology-powered solutions for improvements. • Identify opportunities for small and significant enhancements to our business processes through technology. • Influence and assist in maintaining software development lifecycle to ensure the Product Team is operating at peak efficiency. • Consistently engage in measuring the health and performance of our products and features to provide insights to drive informed decision-making and continuous improvement within our team. • Integrate AI capabilities into advisor workflows to drive growth. • Use data and machine learning to drive recommendation. • Leverage AI to make yourself and your team more effective at building. • Act as a liaison between advisors, internal stakeholders, and external partners. • Communicate product updates, insights, and performance metrics to senior leadership and stakeholders. • Ensure alignment of product goals with business objectives and advisor needs. • Mentor and guide junior product managers and team members. • Foster a collaborative and innovative team culture. • Bring a data-driven mindset and culture to our team, ensuring decisions are based on robust analytics and metrics. • Ensure that the product team adheres to best practices and industry standards.

• Own the Details (Backlog & Requirements): You will translate high-level strategies from the Senior PM into clear, actionable user stories and acceptance criteria. • Guard the Quality (UAT & Testing): You are the first line of defense for our users. • Coordinate the Release: You will act as the "glue" between Product, Marketing, and Support. • Analyze the Data: You won't just guess; you’ll look at the numbers. • Unblock the Team: You will attend daily stand-ups and serve as the primary point of contact for developer questions.

• Define the product strategy and roadmap for engagement and loyalty across Kraken and Pro, aligning it with our growth goals and business unit objectives. • Own key product metrics such retention rate, session frequency, and LTV. • Drive product development across the full lifecycle—from discovery and validation to launch and iteration—with a focus on utility, repeat usage, and behavioral reinforcement • Develop and implement growth loops and in-product mechanics that encourage usage frequency and depth, including gamification, rewards, social features, and habit-forming design • Collaborate with Engineering, Design, and Analytics to run A/B and multivariate tests at scale, leveraging results to make fast, data-informed decisions • Partner with Marketing and Lifecycle teams to build targeted engagement campaigns and personalized messaging strategies (e.g., push, in-app, email) based on behavioral insights • Design and refine client segmentation frameworks to personalize the experience and optimize journeys • Collaborate closely with Business Leads for Consumer and Pro segments to align product goals with user personas, market demands, and business objectives

• Develop and own a forward-looking product strategy and roadmap, ensuring alignment between user needs, organisational priorities and the digital platform. • Analyse user behaviour, product performance, and market trends to inform product decisions and prioritisation. • Establish and lead effective product processes and workflows that enable the strategy to be executed efficiently. • Collaborate with internal teams and external stakeholders to understand business needs and align priorities accordingly. • Translate user needs and strategic goals into clear platform requirements, user stories, and backlog items. • Set a strong product vision that guides the delivery of new features and ensures consistency across the platform. • Work closely with the product team to ensure that feature delivery aligns with the agreed vision, roadmap and quality standards. • Ensure that all products and features meet information security and data protection requirements, safeguarding user data and privacy. • Stay up to date with developments in product management, digital platforms and relevant technologies, and apply this learning to the role. • Contribute to and support other organisational projects as needed.