Director, Product Management – Advisor Experience

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Mercer Advisors

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501 - 1000 Mitarbeiter

Gegründet 1985

🛡️ Versicherung

💼 Beratung

💳 Fintech

Insurance • Consulting • Fintech

Mercer Advisors ist ein umfassendes Finanzberatungsunternehmen, das sich darauf konzentriert, das Finanzleben der Kunden zu vereinfachen und zu verbessern. Sie bieten einen Service im Stil eines Family Office und stellen ein einheitliches Team aus Finanzplanern, Anlegern, Buchhaltern und Nachlassspezialisten zur Verfügung, die Finanzpläne an individuelle Bedürfnisse anpassen. Mit über 40 Jahren Erfahrung legt das Unternehmen Wert auf personalisierten, treuhänderisch fokussierten Service, ohne Kompromisse bei der institutionellen Portfoliomanagement-Qualität einzugehen, und macht diese für Familien und Einzelpersonen zugänglich, die ihre finanzielle Zukunft verbessern möchten.

Beschreibung

• 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

🎯 Anforderungen

• 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

🏖️ Vorteile

• 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