Why Work at Mercer Advisors

For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. This is achieved by integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team.

Today Mercer Advisors proudly serves over 31,300 families in more than 90 cities across the United States. Ranked the #1 RIA firm in the nation by Barron’s, Mercer Advisors operates as an independent national fiduciary that is legally obligated to always act in the best interest of its clients.

Mercer Advisors offers a distinct work environment that stands out in the financial industry. Both the overall employee base and the client facing team are composed of 50 percent women, reflecting a strong commitment to diversity. The company attracts top talent from across the country and operates without a formal headquarters, offering flexible working arrangements that allow the best team to be assembled regardless of location.

Join 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 ranking is based on several factors including size, growth, service quality, technology, succession planning, and other metrics. No fee was paid for participation in the ranking. Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing materials. Additional information about the ranking criteria methodology is available from Barron’s.

About the Role

Mercer Advisors is seeking a Director of Product Management to lead the Opportunity Engine, a system designed to help advisors identify and act on growth opportunities with existing clients.

This role owns the product vision, strategy, and execution while leading a cross functional pod that delivers iterative business impact.

The role sits at the intersection of wealth management and technology. The Director will translate business needs into product capabilities that drive measurable outcomes, including improved client experience, stronger net revenue retention, and better advisor workflows.

What You Will Do

Lead the Product

Own the Opportunity Engine roadmap from discovery through delivery.

Define requirements for growth action types including share of wallet opportunities and referral generation.

Make decisions on scope, sequencing, and product tradeoffs with clarity and speed.

Lead a Cross Functional Pod

Partner daily with engineering, design, data, and business stakeholders.

Run agile ceremonies and ensure the team has the resources needed 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 support growth.

Use data and machine learning to power recommendations.

Use AI tools to improve team productivity and product development efficiency.

Drive Outcomes

Define success metrics and track progress toward client excellence and net revenue retention goals.

Partner with Business Intelligence teams to build dashboards that monitor pipeline health by advisor, market, and division.

Continuously improve the product based on pilot feedback and usage data.

Experience

What You Bring

7 or more years of experience in product management, ideally within financial services, wealth management, or B2B SaaS.

A track record of shipping products that integrate with existing systems and workflows.

Experience working in or leading cross functional teams including engineering, design, and data.

Experience managing multiple products simultaneously.

Skills

Strong ability to translate complex business processes into clear product requirements.

Comfort with AI concepts and their application to user facing products.

Experience building and managing AI agents.

Strong data fluency with the ability to define metrics, interpret dashboards, and make data driven decisions.

Excellent communication skills with the ability to engage both technical and non technical audiences.

Mindset

Bias toward action while maintaining high product quality.

Comfortable navigating ambiguity and competing priorities.

User focused, with the ability to start from advisor pain points and design solutions around them.

Why Join Us

This role offers the opportunity to work on a high visibility initiative with direct executive sponsorship. The Opportunity Engine is central to how Mercer Advisors delivers its family office promise by helping clients manage their complete financial lives.

The position offers the autonomy to shape the product while having the resources needed to deliver meaningful improvements.

Compensation

Actual base pay within this range will be determined by several factors including geographic location, relevant experience, education, skills, and certifications.

Base Pay Range
$165,000 to $175,000 USD

This position is also eligible for incentive compensation through Mercer Advisors incentive compensation programs.

Benefits

Mercer Advisors offers a comprehensive benefits package designed to support employees and their families.

Company paid basic life and AD&D insurance

Company paid short term and long term disability insurance

Supplemental life and AD&D, short term disability, accident, critical illness, and hospital indemnity insurance

Three medical plan options including two high deductible health plans and one traditional copay medical plan

Health Savings Account with company contributions for employees enrolled in a high deductible health plan

Two dental plan options

Vision insurance

Dependent care savings account for child and dependent care expenses

Fourteen company paid holidays including a full week off during Thanksgiving

Generous paid time off for vacation and sick days

Employee assistance program

Family medical leave

Paid parental leave for six weeks

Maternity benefits that combine company paid short term disability with parental leave

Adoption assistance reimbursement program

Company paid concierge services for family care needs including aging parents, children, and life challenges

401(k) retirement plan with both traditional and Roth options and employer matching contributions per pay period

Pet insurance

Equal Opportunity Employer

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 applicable federal, state, and local laws.

Equal employment opportunity applies to all aspects of employment including recruitment, hiring, training, development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and all other terms and conditions of employment.

Accommodation Requests

If you need an accommodation while seeking employment with Mercer Advisors, please email PeopleTeam@merceradvisors.com. Accommodations are provided on a case by case basis. This email address is for accommodation requests only and cannot respond to general inquiries.

Applicant Rights

Applicants have rights under federal employment laws including the Family and Medical Leave Act, the Employee Polygraph Protection Act, and Equal Employment Opportunity regulations.

United States federal law requires all employers to verify the identity and employment eligibility of all individuals hired to work in the United States. Mercer Advisors participates in E Verify to confirm work authorization.

If you are a resident of California, additional information is available in Mercer Advisors California Consumer Privacy Policy.

CCPA Notice at Collection.

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