Senior Product Manager

Mercer Advisors

About The Position

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.

Requirements

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.

Responsibilities

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.

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