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Mercer Advisors

A family office for your family.

Director, Product Management – Advisor Experience

Product ManagerProduct ManagerFull TimeRemoteLeadTeam 501-1,000Since 1985H1B No SponsorCompany SiteLinkedIn

Location

United States

Posted

5 days ago

Salary

$150K - $175K / year

Seniority

Lead

Bachelor Degree7 yrs expEnglish

Job Description

Director, Product Management – Advisor Experience

Mercer Advisors

• 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 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 • 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 • Own 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 • 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 • 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

Job Requirements

  • 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

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.
  • Two comprehensive Dental Plans
  • Vision Insurance 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
  • Family Medical Leave
  • Paid Parental Leave (8 weeks)
  • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.
  • 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

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