Why Work at Mercer Advisors?
For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.*
Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible.
Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country.
* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology here.
About the Role
Our ability to attract new clients is at the center of our continued success. As we’ve continued to grow - the success of our growth efforts relies increasingly on the digital experience, processes, and technologies that we offer to clients as well as to our own teams.
As a Senior Product Manager at Mercer Advisors, you will help lead the development and execution of innovative tools and platforms tailored for our financial advisors. This role requires a strategic thinker with a strong understanding of the financial services industry, exceptional leadership skills, and a passion for delivering value to advisors. You will lead a group of cross-functional engineers and designers, ensuring our product offerings align with our mission and business goals.
What You'll Do
- Product Execution and Delivery:
- Drive the execution of product initiatives from conception to launch, ensuring timely and high-quality delivery.
- Lead a group of cross-functional engineers and designers to develop tools and platforms that enhance advisor efficiency and effectiveness.
- Work with third-party service providers and influence their roadmaps to align with Mercer Advisors' goals.
- Utilize data-driven insights to improve product performance and advisor satisfaction continuously.
- Be ultimately responsible for the outcome and KPIs of the products you build.
- Advisor-Centric Development:
- Gather and prioritize requirements from financial advisory team to inform product development.
- Prepare written requirements for each development sprint based on design, users, and engineers’ input for each feature.
- Conduct user testing and gather feedback to ensure products meet the needs of advisors.
- Integrate advisor feedback into product iterations to enhance usability and functionality.
- Operational Insight and Improvement:
- Dive into the details of our operations and processes to find technology-powered solutions for improvements.
- Identify opportunities for small and significant enhancements to our business processes through technology.
- Influence and assist in maintaining software development lifecycle to ensure the Product Team is operating at peak efficiency.
- Consistently engage in measuring the health and performance of our products and features to provide insights to drive informed decision-making and continuous improvement within our team.
- Leverage AI:
- Integrate AI capabilities into advisor workflows to drive growth.
- Use data and machine learning to drive recommendation.
- Leverage AI to make yourself and your team more effective at building.
- Stakeholder Collaboration:
- Act as a liaison between advisors, internal stakeholders, and external partners.
- Communicate product updates, insights, and performance metrics to senior leadership and stakeholders.
- Ensure alignment of product goals with business objectives and advisor needs.
- Team Leadership and Culture:
- Mentor and guide junior product managers and team members.
- Foster a collaborative and innovative team culture.
- Bring a data-driven mindset and culture to our team, ensuring decisions are based on robust analytics and metrics.
- Ensure that the product team adheres to best practices and industry standards.
What You Bring
- 5+ years in product management, ideally in financial services, wealth management, or B2B SaaS
- Track record of shipping products that integrate with existing systems and workflows.
- Experience in managing simultaneous complex projects from inception to successful completion.
- Strong ability to translate complex business processes into clear product requirements.
- Comfort with AI concepts and how to apply them to user-facing products.
- Experience with building, managing & maintaining APIs.
- Excellent analytical, problem-solving, and decision-making skills.
- Exceptional communication and interpersonal skills.
- Ability to lead cross-functional teams and manage multiple stakeholders.
- Demonstrated ability to drive product execution and delivery.
- Bias toward action while delivering great products.
- Comfortable with ambiguity and competing priorities.
- User-obsessed—you start with advisor pain points and work backwards.
Why Join Us
You'll work on a high-visibility initiative on the forefront of our approach to client engagement. You'll have the autonomy to shape the product and the resources to ship meaningful improvements.
Benefits:
Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:
- 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 medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
- Health Savings Account (HSA) with company contributions on a per pay period basis 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 with 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 (6 weeks)
- Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 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
- Pet Insurance
We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.
Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws. Mercer Advisors provides equal employment opportunity in all aspects of employment and employee relations, including recruitment, hiring, training and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and all other terms, conditions, and privileges of employment in accordance with applicable federal, state, and local laws.
If you need an accommodation seeking employment with Mercer Advisors, please email
[email protected]. Accommodations are made on a case-by-case basis. This email is for accommodation requests only. We are unable to respond to general inquiries sent to this email address.
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