Senior Product Manager – Estate Planning

🕒 5 days ago

🇺🇸 United States – Remote

💵 $136k - $160k / year

⏰ Full Time

🟠 Senior

✅ Product Manager

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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

• Lead the estate planning product squad • Own the estate planning roadmap across the eleven-step process from information gathering to signed documents and ongoing plan updates • Drive product development with engineering, design, data, and the development partner • Make decisions on product scope, sequencing, tradeoffs, and release readiness • Define success metrics, beginning with cycle time from intake to signed documents • Lead squad planning, demos, and retrospectives • Identify where AI can make estate planning faster, clearer, and more accurate • Decide what to automate and where strategists, attorneys, and paralegals remain involved • Own AI evaluations and accuracy measurement • Partner with Security, Compliance, and Legal to protect privileged and sensitive family information • Improve workflow visibility for strategists, attorneys, paralegals, advisors, and clients • Use shared Mercer Advisors platform capabilities rather than one-off tools • Set priorities and requirements for the development partner • Manage the development partner relationship, track delivery, surface risks, and recommend solutions when work slips • Co-own business outcomes with Estate Planning leadership

🎯 Requirements

• 5+ years in product management • Shipped products that moved a business metric and can explain measurement • Used AI to solve a real business problem in production • Shipped in a domain where accuracy and compliance matter • Led a cross-functional squad spanning engineering, design, and data • Directed an external development partner • Ability to turn complex, multi-step business processes into buildable engineering requirements • Experience with LLM evaluation and human-in-the-loop design, including building and running an eval set • Data fluency: define metrics, read dashboards, and perform independent analysis • Strong communication with engineers, strategists, and attorneys • Bias toward action without compromising quality • Comfortable with ambiguity and change in a live operating business • Client-obsessed approach • Experience in estate planning, legal, trust, or wealth management is a plus, not a requirement • Availability Monday through Friday, 8AM to 5PM, with occasional early or late hours

🏖️ 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) • Adoption Assistance Reimbursement Program • Company Paid Concierge Services for caring needs • 401(k) Retirement Plan with Traditional and Roth plans, per-pay-period match, and after-tax option • Pet Insurance • Personalized financial planning and guidance at preferred employee pricing • Incentive compensation eligibility • Basic technology provided for position requirements

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