Director, Product Management (Advisor Experience)
Mercer AdvisorsAbout the role
Why Work at Mercer Advisors?
For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.
Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*
Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.
Join us and help families amplify and simplify their financial lives with confidence.
* 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.
Job Summary:
We’re looking for a Director of Product Management to lead Advisor Experience, the product work behind Client Excellence: keeping our promises to families and giving advisors more time with clients and less time on coordination and administration.
This is hands-on product leadership. You own the product and drive the build, not a team of PMs.
You are the product owner of technology for the Advisor Experience which is part of our Client Excellence program. You carry a dotted line to Wealth Operations & Experience, who owns the business outcomes. You build the tools that help that organization hit them: stronger Net Revenue Retention, higher Client NPS, better advisor retention, seamless client transitions, and better meeting experience for advisors and clients.
Essential Job Functions for this role include:
Lead the Product
- 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
Protect the Client Relationship
- 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
Build with AI
- wn 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
Lead the Build
- 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
Drive Outcomes
- 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
Knowledge, Skills, and Abilities:
- 7+ years in product management, ideally in financial services, wealth manage
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