Note: The job is a remote job and is open to candidates in USA. Mercer Advisors is a leading firm in financial services, dedicated to simplifying financial lives for families. They are seeking a Director of Product Management to lead the Advisor Experience, focusing on enhancing client interactions and advisor efficiency through innovative product solutions.
Responsibilities
- Own the Advisor Experience roadmap from discovery through delivery, across NPS, advisor practice management, advisor transitions, and Aspen AI
- Build the Aspen and client portal integrations behind NPS reimagined, so advisors can receive and action client feedback in real time
- Deliver the capacity and practice management tools that give leaders real-time visibility into advisor capacity for growth, and map advisor expertise to client needs
- Make decisions on scope, sequencing, and tradeoffs with clarity and speed
- Build the at-risk advisor identification and transition tools that keep clients with us when an advisor leaves or retires, planned or unplanned
- Deliver advisor playbooks that reduce the risk of departures and client loss
- Make NLC events logged, visible, and acted on consistently inside Aspen, so we learn from them and reduce how often they happen
- Own Aspen AI for the advisor experience: meeting prep, transcription, and follow-up that give advisors time back
- Use data and machine learning to surface the right next step for each advisor
- Use AI to make you and the teams building with you faster and sharper
- Set the priorities and requirements that our development partners and other pods build against
- Work day to day with engineering, design, and data across those partners and pods to keep delivery on track
- Partner with Business Intelligence on the dashboards behind client health, NPS, and transition tracking
- Own the relationship with our external development partners
- Build the product that moves the Client Excellence KPIs: Net Revenue Retention, Client NPS, Client health score, Advisor retention, Transition success, and NLC Rate
- Partner with Wealth Operations & Experience, who owns these outcomes, to turn product into results
- Keep improving based on pilot feedback and real usage
Skills
- 7+ years in product management, ideally in financial services, wealth management, or B2B SaaS
- Track record of shipping products that fit into existing systems and workflows
- Experience leading cross-functional pods (engineering, design, data)
- Experience running more than one product at a time
- Strong ability to turn complex business processes into clear product requirements
- Comfort with AI concepts and how to apply them to products people actually use
- Data fluency. You can define metrics, read dashboards, and decide from data
- Excellent communication across technical and non-technical audiences
- Bias toward action, without cutting corners on quality
- Comfortable with ambiguity and competing priorities
- Advisor-obsessed. You start with advisor and client pain points and work backward
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
Company Overview