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
We're looking for a Director of Product Management to lead the Opportunity Engine—our system for helping advisors identify and act on growth opportunities with existing clients. You'll own the product vision, strategy, and execution, leading your cross-functional pod to iteratively deliver business impact.
This role sits at the intersection of wealth management and technology. You'll translate business needs into product capabilities that drive measurable impact: improved client excellence, stronger net revenue retention, and better advisor workflows.
What You'll Do
Lead the Product
· Own the Opportunity Engine roadmap from discovery through delivery
· Define requirements for growth action types from Share of Wallet to referral
· Make decisions on scope, sequencing, and tradeoffs with clarity and speed
Lead a Cross-Functional Pod
· Partner daily with engineering, design, data, and business stakeholders
· Run agile ceremonies and ensure your pod has what they need to deliver
· Coordinate across Technology, Business Intelligence, Sales, and Field Enablement teams
· Manage relationships with external partners
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
Drive Outcomes
· Define success metrics and track progress toward client excellence and net revenue retention goals
· Partner with BI to build dashboards that show pipeline health by advisor, market, and division
· Continuously improve based on pilot feedback and usage data
What You Bring
Experience
· 7+ 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 working in or leading cross-functional pods (engineering, design, data)
· Experience managing multiple products at the same time
Skills
· Strong ability to translate complex business processes into clear product requirements
· Comfort with AI concepts and how to apply them to user-facing products
· Data fluency—you can define metrics, interpret dashboards, and make decisions from data
· Excellent communication across technical and non-technical audiences
Mindset
· Bias toward action while delivering great products
· Comfortable with ambiguity and competing priorities
· User-obsessed—you start with advisor pain points and work backward
Why Join Us
You'll work on a high-visibility initiative with direct executive sponsorship. The Opportunity Engine is central to how Mercer Advisors delivers on its family office promise—helping clients manage their complete financial lives. You'll have the autonomy to shape the product and the resources to ship meaningful improvements.
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Mercer Advisors is an equal opportunity employer.
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.
Applicants have rights under federal employment laws:
- Family and Medical Leave Act (FMLA)
- Employee Polygraph Protection Act (EPPA)
- Equal Employment Opportunity (EEO)
U.S. Federal law requires all employers to verify the identity and employment eligibility of all persons hired to work in the United States. Mercer Advisors participate in E-Verify to confirm work authorization.
- E-Verify
- Right to Work
If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here.
CCPA Notice at Collection
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