Director, Product Management – Advisor Experience

🕒 July 14

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Mercer Advisors

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 1985

🛡️ Insurance

💼 Consulting

💳 Fintech

Insurance • Consulting • Fintech

Mercer Advisors is a comprehensive financial advisory firm that focuses on simplifying and amplifying clients' financial lives. They offer a family office-style service, providing a unified team of financial planners, investors, accountants, and estate specialists who tailor financial plans to individual needs. With over 40 years of experience, the firm emphasizes personalized, fiduciary-focused service without compromising on institutional-grade portfolio management, making it accessible for families and individuals seeking to enhance their financial future.

📋 Description

• 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

🎯 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