Product Manager, Investment Platform

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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

• Partner with internal teams to identify, prioritize, and deliver enhancements across multiple domains: Trading, Billing, Cash Management, Client Reporting, Investment Proposal, and Operational quality and scale. • Collaborate with diverse technical and non-technical stakeholders to define, document and execute product strategies and roadmaps. • Lead cross-functional initiatives, including but not limited to new investment product launches, to improve user experience for internal teams and clients. • Support escalated issues from the Product Support team, ensuring timely resolution and effective communication. • Drive change management and adoption of new features and processes across platforms and teams. • Rationalize and articulate priorities based on business impact and strategic alignment. • Operate with a strong sense of ownership and accountability for outcomes. • Continuously learn and adapt to evolving business needs and technology landscapes. • Document and refine business processes, workflows, and reporting outputs. • Manage a portfolio of integration and enhancement activities from planning to execution.

🎯 Anforderungen

• Bachelor’s degree required, preferably in Product, Technology, Operations, or Business Administration. • 5+ years of experience in Product Management, Technology, or Operations. • Demonstrated ability to learn quickly and solve problems independently. • Strong collaboration skills with diverse stakeholders. • Excellent written and verbal communication skills. • Proven ability to operate effectively across strategic and tactical levels. • Experience in financial services or investment platforms is a plus. • Familiarity with portfolio management systems, client reporting tools, and billing platforms is preferred. • Strong organizational skills and ability to manage multiple priorities.

🏖️ 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