Mercer Advisors · 5 hours ago
Senior Product Manager
United States
Full-time
Remote
Senior Level
5+ years expMercer Advisors has been helping families amplify and simplify their financial lives for 40 years. As a Senior Product Manager, you will lead the development and execution of innovative tools and platforms tailored for financial advisors, ensuring product offerings align with the company’s mission and goals.
AdviceAsset ManagementBusiness DevelopmentFinancial ServicesInsuranceWealth Management
Responsibilities
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
Qualification
Required
5+ 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 in managing simultaneous complex projects from inception to successful completion
Strong ability to translate complex business processes into clear product requirements
Comfort with AI concepts and how to apply them to user-facing products
Experience with building, managing & maintaining APIs
Excellent analytical, problem-solving, and decision-making skills
Exceptional communication and interpersonal skills
Ability to lead cross-functional teams and manage multiple stakeholders
Demonstrated ability to drive product execution and delivery
Bias toward action while delivering great products
Comfortable with ambiguity and competing priorities
User-obsessed—you start with advisor pain points and work backwards
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