
501 - 1000 employés
Fondée en 1985
🛡️ Assurance
💼 Conseil
💳 Fintech
Insurance • Consulting • Fintech
Mercer Advisors est une entreprise de conseil financier à service complet qui se concentre sur la simplification et l'amélioration de la vie financière de ses clients. Elle propose un service de type family office, fournissant une équipe unifiée de planificateurs financiers, d'investisseurs, de comptables et de spécialistes des successions qui adaptent les plans financiers aux besoins individuels. Avec plus de 40 ans d'expérience, l'entreprise met l'accent sur un service personnalisé et axé sur le respect fiduciaire, sans compromettre la gestion de portefeuille de niveau institutionnel, rendant cela accessible aux familles et aux particuliers souhaitant améliorer leur avenir financier.
🕒 il y a 20 jours
🗣️🇺🇸🇬🇧 Anglais requis
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501 - 1000 employés
Fondée en 1985
🛡️ Assurance
💼 Conseil
💳 Fintech
Insurance • Consulting • Fintech
Mercer Advisors est une entreprise de conseil financier à service complet qui se concentre sur la simplification et l'amélioration de la vie financière de ses clients. Elle propose un service de type family office, fournissant une équipe unifiée de planificateurs financiers, d'investisseurs, de comptables et de spécialistes des successions qui adaptent les plans financiers aux besoins individuels. Avec plus de 40 ans d'expérience, l'entreprise met l'accent sur un service personnalisé et axé sur le respect fiduciaire, sans compromettre la gestion de portefeuille de niveau institutionnel, rendant cela accessible aux familles et aux particuliers souhaitant améliorer leur avenir financier.
• Define and own the product vision and multi-year roadmap for the Regis platform to balance near-term priorities with long-term transformational goals • Translate business strategy, client needs, and advisor feedback into a cohesive, prioritized product direction • Develop a deep, first-hand understanding of workflows across advisors, clients, and operational teams through direct engagement • Synthesize diverse and sometimes conflicting inputs into clear problem statements and high-impact opportunities • Identify root causes of friction and design scalable, integrated workflows that improve client and advisor experience • Bring structure to an evolving environment, shifting from reactive development to intentional product design • Translate Regis Ultra High Net Worth and Family Office business needs into clear product requirements, user stories, and process flows • Lead product discovery and solution design to ensure the right problems are being solved • Partner with engineering and architecture teams to design solutions that are scalable, maintainable, and aligned to long-term platform goals • Ensure consistency and integration across a multi-system platform ecosystem • Own Regis platform adoption to drive utilization of new process flows, measure advisor and client engagement with platform capabilities, and provide hands-on enablement support to ensure use as designed • Define and manage a prioritized product roadmap, balancing business impact, user needs, technical constraints, and dependencies • Align roadmap decisions with strategic objectives while operating within budget and resource constraints • Partner with internal technology team and external partners to translate priorities into execution plans • Remain actively engaged through delivery to ensure outcomes align with product intent and business objectives • Serve as the central point of alignment across Product, Technology, Operations, Investments, Compliance, and external partners • Facilitate decision-making across competing priorities, trade-offs, and sequencing considerations • Influence stakeholders at all levels without direct authority and lead cross-functional initiatives • Oversee the evolution of a multi-system platform ecosystem, ensuring it remains integrated, scalable, and aligned to long-term needs
• 10+ years of experience in product management, platform strategy, or related roles • Experience with UHNW or family office environments • Proven experience leading complex, multi-system platform initiatives in cross-functional environments • Demonstrated ability to operate across both strategic planning and hands-on execution • Strong experience in product discovery, workflow design, and requirements definition • Track record of translating complex business needs into well-designed product solutions • Excellent communication and stakeholder management skills, with the ability to influence without direct authority • Strong analytical and problem-solving capabilities, with comfort operating in ambiguous environments. • Bachelor’s degree required.
• 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
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