Head of Investment Products

🕒 April 7

🏄 California, New York, +1 more states – Remote

🏄 California – Remote 🗽 New York – Remote 🌲 Oregon – Remote

💵 $289.7k - $362.1k / year

⏰ Full Time

🔴 Lead

💸 Financial Planning and Analysis (FP&A)

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Mercury

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 2019

💳 Fintech

💸 Finance

☁️ SaaS

Fintech • Finance • SaaS

Mercury is a financial technology company that provides online business banking services, although it is not a bank itself. It partners with FDIC-insured banks like Choice Financial Group, Column N. A. , and Evolve Bank & Trust to offer banking services. Mercury aims to simplify financial operations for startups and businesses by offering a range of services including checking and savings accounts, treasury management, corporate cards, expense management, invoicing, and accounting automations. The platform is designed to streamline various banking tasks and enhance financial workflows with features like fraud monitoring and account security. It also offers investment opportunities through its Mercury Treasury product and startup support through its Mercury Raise platform.

📋 Description

• Set overall direction for investment products across business and personal offerings • Serve as President of Mercury Advisory, acting as accountable leader for investment strategy • Serve as CEO of introducing broker-dealer, overseeing brokerage operations • Act as senior decision-maker on regulatory and business risk matters • Foster relationships with key partners - custodians, fund managers, and critical vendors • Build a culture that values analytical rigor and regulatory integrity.

🎯 Requirements

• 12+ years of experience in investment management, asset management, or wealth management • Eligible to serve as a president of a registered investment adviser and a principal of a broker-dealer • Hold or able to obtain a Series 24 license • Experience owning trading operations in affiliated RIA and broker-dealer • Strong product mindset with experience building or scaling investment products in a high-growth environment • Navigating SEC and FINRA regulatory requirements • Strong communicator for complex investment and regulatory concepts • High bar for operational excellence.

🏖️ Benefits

• Base salary • Equity • Benefits