Mercer Advisors · 1 week ago
Director, Product Management
United States
Part-time
Remote
Mid, Senior Level
7+ years expMercer Advisors is a leading financial services firm that helps families manage their financial lives through integrated services. They are seeking a Director of Product Management to lead the Opportunity Engine, focusing on product vision, strategy, and execution to enhance client excellence and advisor workflows.
AdviceAsset ManagementBusiness DevelopmentFinancial ServicesInsuranceWealth Management
Responsibilities
Own the Opportunity Engine roadmap from discovery through delivery
Define requirements for growth action types from Share of Wallet to referral
Make decisions on scope, sequencing, and tradeoffs with clarity and speed
Partner daily with engineering, design, data, and business stakeholders
Run agile ceremonies and ensure your pod has what they need to deliver
Coordinate across Technology, Business Intelligence, Sales, and Field Enablement teams
Manage relationships with external partners
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
Define success metrics and track progress toward client excellence and net revenue retention goals
Partner with BI to build dashboards that show pipeline health by advisor, market, and division
Continuously improve based on pilot feedback and usage data
Qualification
Required
7+ years in product management, ideally in financial services, wealth management, or B2B SaaS
Track record of shipping products that integrate with existing systems and workflows
Experience working in or leading cross-functional pods (engineering, design, data)
Experience managing multiple products at the same time
Strong ability to translate complex business processes into clear product requirements
Comfort with AI concepts and how to apply them to user-facing products
Data fluency—you can define metrics, interpret dashboards, and make decisions from data
Excellent communication across technical and non-technical audiences
Bias toward action while delivering great products
Comfortable with ambiguity and competing priorities
User-obsessed—you start with advisor 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 medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
Health Savings Account (HSA) with company contributions on a per pay period basis 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 with 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 (6 weeks)
Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 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
Pet Insurance
Company
Mercer Advisors
Mercer Advisors is a full-service wealth management firm.
501-1000 employees
H1B Sponsorship
Mercer Advisors has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (2)
2024 (1)
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
Altas PartnersHarvest PartnersOak Hill Capital Partners
2023-06-06Private Equity
2023-02-28Private Equity
2019-09-17Private Equity
Leadership Team
Peter Ip
Senior Vice President and Relationship Manager
Recent News
2026-01-07
2026-01-07
Company data provided by crunchbase