Mercer Advisors · 1 week ago
Director, Product Management (Advisor Experience)
United States
Full-time
Remote
Lead/Staff
7+ years expMercer Advisors is a leading firm in financial planning and investment management, serving over 42,800 families across the U.S. They are seeking a Director of Product Management to lead the Advisor Experience, focusing on enhancing client and advisor interactions through effective product leadership. The role involves owning the product roadmap, building tools for advisor efficiency, and driving outcomes related to client satisfaction and revenue retention.
Professional ServicesFinanceProperty & Casualty InsuranceAdviceAsset ManagementBusiness DevelopmentFinancial ServicesInsuranceWealth Management
No H1B
Responsibilities
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
Qualification
Required
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
Company
Mercer Advisors
Mercer Advisors is a full-service wealth management firm.
501-1000 employees
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
L
Lindsay O'Toole
Senior Vice President, Investment Platform Operations
Peter Ip
Senior Vice President and Relationship Manager
Recent News
2026-07-31
2026-07-25
Company data provided by crunchbase