Vice President of Product – Advisor Experience

Job not on LinkedIn

🔥 1 minute ago

🇺🇸 United States – Remote

💵 $212.5k - $250k / year

⏰ Full Time

🔴 Lead

👔 Vice President

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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

• Define what a great day looks like for an advisor and own the Advisory Experience roadmap • Own roadmaps covering routines and huddles, dashboards, accumulation and share of wallet, action plans, team configuration and staffing, and Platform NPS • Run structured intake, size work with T-shirt sizing, communicate trade-offs, and prioritize requests • Serve as Mercer Advisors' internal owner for the Avantos relationship • Hold Avantos accountable and represent Mercer Advisors in roadmap conversations • Create and run a joint roadmap with Avantos, including shared priorities, dependencies, and steering committees • Decide what to build, buy, or partner on • Build the internal roadmap for Mercer Advisors differentiation in Aspen, including AI-enabled workflows, permissions and field-level security, and advisor performance and compensation views • Reduce clicks and handoffs across Aspen, Client Portal, Relationship Expansion, and Investment Platform • Deliver a consistent advisor experience across Aspen, Salesforce, Orion, and Box • Define, measure, and explain Advisor NPS • Lead measurement of client and advisor outcomes, baseline them within 90 days, and launch a live dashboard • Require impact hypotheses before builds and measurement plans before launches • Track adoption, evaluate results, and learn from outcomes • Work directly with advisors, relationship managers, and clients in real-world meetings • Partner with Client Team to prioritize the roadmap and deliver high-value impact • Lead a cross-functional team of product managers, designers, engineers, data, BI, and enablement professionals • Coach product managers to shape strategy and build a culture of candor, follow-through, and learning

🎯 Requirements

• 12+ years in product management, with 5+ years leading product teams; senior director candidates may have 8+ years with 3+ years of leadership • Experience ideally in a workflow-heavy product for internal or professional users • Track record of managing strategic vendor or platform partnerships and shaping joint roadmaps • Empathy for operators and ability to observe advisors at work to identify underlying problems • Strong command of data, including setting and baselining metrics for decision-making • Comfort with AI-enabled product work, governance, adoption, and measuring productivity gains • Proven ability to build and run intake and prioritization processes • Strong cross-functional relationship-building skills • Proactive communication and ability to surface problems with recommended paths forward • Willingness to disagree and commit • Experience with Salesforce, Orion, or Avantos-style workflow platforms is a plus, not a requirement • Experience in an RIA, custodian, or advisor-facing product at scale is a plus, not a requirement • Availability Monday through Friday, 8AM to 5PM, with occasional early or late hours • Ability to work in a professional office environment or dedicated home office workspace

🏖️ 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) • Adoption Assistance Reimbursement Program • Company Paid Concierge Services for you and your loved ones • 401(k) Retirement Plan with Traditional and Roth plans, per-pay-period match, and after-tax option • Pet Insurance • Personalized financial planning and guidance from Mercer Advisors professionals at preferred employee pricing