Senior Product Manager – Estate Planning

🕒 il y a 6 jours

🇺🇸 États-Unis – Télétravail

💵 $136 000 - $160 000 / an

⏰ Temps Plein

🟠 Senior

✅ Responsable Produit

👻 Score fantôme 0%

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• Ouverte depuis 7 jours.
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Mercer Advisors

Site WebLinkedInTous les Emplois

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.

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

🎯 Exigences

• 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

🏖️ Avantages

• 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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