
501 - 1000 employees
Founded 1985
🛡️ Insurance
💼 Consulting
💳 Fintech
Insurance • Consulting • Fintech
Mercer Advisors is a comprehensive financial advisory firm that focuses on simplifying and amplifying clients' financial lives. They offer a family office-style service, providing a unified team of financial planners, investors, accountants, and estate specialists who tailor financial plans to individual needs. With over 40 years of experience, the firm emphasizes personalized, fiduciary-focused service without compromising on institutional-grade portfolio management, making it accessible for families and individuals seeking to enhance their financial future.
🔥 19 hours ago
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501 - 1000 employees
Founded 1985
🛡️ Insurance
💼 Consulting
💳 Fintech
Insurance • Consulting • Fintech
Mercer Advisors is a comprehensive financial advisory firm that focuses on simplifying and amplifying clients' financial lives. They offer a family office-style service, providing a unified team of financial planners, investors, accountants, and estate specialists who tailor financial plans to individual needs. With over 40 years of experience, the firm emphasizes personalized, fiduciary-focused service without compromising on institutional-grade portfolio management, making it accessible for families and individuals seeking to enhance their financial future.
• Own and facilitate quarterly and annual roadmap planning, connecting business goals, squad capacity, and committed delivery • Prepare and deliver Advisors Leadership Forum updates on behalf of the Platform organization • Organize sprint demos and run retrospectives that drive behavioral change • Own the connection between planned work, shipped work, and lessons learned • Design and own the end-to-end development process from intake and requirements through build and delivery • Build and run an intake framework scoring requests against business impact, strategic alignment, squad capacity, and effort • Define roles and responsibilities across product management, engineering, design, and data • Partner with product managers to pressure-test scope, surface dependencies, and prevent scope creep • Own delivery execution across the Platform organization, track commitments, surface risks, and drive accountability • Raise and resolve blockers and escalate issues when needed • Represent Platform priorities in cross-functional conversations and support the full squad model • Track and report development hours and team capacity • Partner with finance on budget visibility, variances, and resource planning • Own Platform health metrics including delivery velocity, planning accuracy, intake cycle times, uptime, and SLAs where applicable • Serve as the primary interface between Platform and compliance, legal, finance, BI, and people functions • Work directly with and on behalf of the Chief Platform Officer, providing leadership visibility and decision support
• 8+ years in program management, PMO leadership, or a senior operational role inside a product and/or technology organization • Proven track record of building operating models from the ground up • Deep fluency in agile product delivery • Experience designing and running trusted intake and prioritization frameworks • Experience running quarterly roadmaps, sprint demos, retrospectives, and executive-facing updates • Strong command of sizing and estimation methodologies • Skilled facilitation and decision-driving ability • Proactive escalation and blocker management • Experience owning budget tracking and resource allocation • Experience coordinating across central functions • Experience building executive-facing reporting • Data fluency, including defining metrics, reading dashboards, and making decisions from analysis • Strong communication across technical and non-technical audiences • Strong cross-functional relationship-building skills • Comfort with ambiguity and competing priorities • Availability during standard business hours, Monday through Friday, 8 AM to 5 PM • Experience in financial services or regulated industries is a plus, not a requirement • Ability to work in a professional office environment or dedicated home office workspace • No heavy lifting over 10 lbs
• 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 • Basic technology needs provided for position requirements • Flexible, national footprint with teams built around exceptional talent wherever they are
Apply Now🔥 19 hours ago
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