Product Manager, Investment Platform

🕒 June 12

🇺🇸 United States – Remote

💵 $110k - $125k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

✅ Product Manager

👻 Ghost score 20%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Mercer Advisors

WebsiteLinkedInAll Job Openings

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.

📋 Description

• 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.

🎯 Requirements

• 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.

🏖️ Benefits

• 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