Senior Director, Product Manager

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Mercer Advisors

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 1985

💳 Fintech

💸 Finance

👥 B2C

Fintech • Finance • B2C

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

• 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

🎯 Requirements

• 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.

🏖️ 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