Job description

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 42,800+ families across 110+ 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: Mercer Advisors is a people business, and our advisors are the people. When an advisor has a great day, clients feel it. When an advisor spends that day on 20 clicks per task, status calls, and workarounds, clients feel that too. We're rebuilding how our Platform organization works — and we need someone who owns the advisor experience end to end. This is not a feature-owner role. This is the person who defines what a great day looks like for a Mercer Advisors advisor, then builds the roadmap, the partnerships, and the discipline to deliver it. Aspen is the backbone of how advisors work, and it's also where we hear the most friction: too many steps, unclear handoffs, and not enough lift in productivity or telemetry. You'll own two roadmaps. One is a joint roadmap with Avantos, our Aspen platform partner. The other is the Mercer Advisors-specific roadmap for what makes us different. You'll report to the Chief Platform Officer, work side by side with a named business lead from problem definition through launch, and be the single point of accountability for whether advisors get time back to spend with clients. Essential Job Functions for this role include: ADVISOR EXPERIENCE VISION AND ROADMAP Define what a great day looks like for an advisor, then work backward into product. Own the Advisory Experience roadmap — routines and huddles, dashboards, accumulation and share of wallet, action plans, team configuration and staffing, and Platform NPS. Make trade-offs visible. Run structured intake, size work with T-shirt sizing, and say no clearly when the answer is no. Business stakeholders should know how to submit a request, what happens next, and why something moved up or down. AVANTOS PARTNERSHIP AND JOINT ROADMAP Serve as Mercer Advisors' named internal owner for the Avantos relationship. Hold the vendor accountable and represent our interests in their roadmap conversations. Create and run a joint roadmap with Avantos — shared priorities, clear dependencies, and regular steering committees. Decide with your team what we build, buy, or partner on, and know where Avantos product direction helps us and where we need to push. MERCER ADVISORS DIFFERENTIATION IN ASPEN Build the internal roadmap for what makes us different, including AI-enabled workflows (Ask Aspen, meeting prep, recommended actions, custom skills), permissions and field-level security, and advisor performance and compensation views. Reduce clicks and handoffs on routine advisor tasks, starting with the highest-volume actions. Work with the Platform teams across Aspen, Client Portal, Relationship Expansion, and Investment Platform so advisors get one consistent experience across Aspen, Salesforce, Orion, and Box. OUTCOMES AND DATA Make Advisor NPS real: define it, measure it, and explain what moves it. Lead the squad in measuring success through a shared set of client and advisor outcomes — such as client touchpoints, referrals, action plan coverage, advisor capacity and productivity, and team retention — baselined within 90 days and live on a dashboard. Require an impact hypothesis before every build and a measurement plan before every launch. Follow through to adoption, then look back and learn. BUSINESS PARTNERSHIP Work as one team with the business, not a handoff model. Spend real time with advisors, relationship managers, and clients — go to the meetings where the work happens. Partner closely with Client Team to prioritize the roadmap and deliver the highest-value impact. TEAM LEADERSHIP Lead a cross-functional team of product managers, designers, engineers, data, BI, and enablement professionals, with shared accountability for outcomes and craft. Coach product managers to shape strategy, not take orders. Build a culture of candor, follow-through, and learning from mistakes. Our teams are strong, they care about the firm, and they're proud of the work. Knowledge, Skills, and Abilities: 12+ years in product management, with 5+ years leading product teams (a senior director candidate may have 8+ years, with 3+ years of leadership) — ideally in a workflow-heavy product for internal or professional users Track record of managing strategic vendor or platform partnerships — you've shaped a joint roadmap, not just received one Empathy for operators — you can sit with an advisor, watch them work, and see the real problem under the request Strong command of data — you set metrics, baseline them, and use them to make decisions Comfort with AI-enabled product work — governance, adoption, and measuring real productivity gains Proven ability to build and run intake and prioritization — you can defend a roadmap and say no with clear reasoning Strong cross-functional relationship builder — you earn trust across teams without relying on authority Proactive communicator — you surface what isn't working with candor, and bring a recommended path forward Willingness to disagree and commit — you push back hard in the room, then back the decision Experience with Salesforce, Orion, or Avantos-style workflow platforms a plus, not a requirement Experience in an RIA, a custodian, or an advisor-facing product at scale a plus, not a requirement Work Schedule: This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs. All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period. Working Conditions: This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs. Application Deadline : The initial deadline for applications is 11/6/2026. Applications submitted after this date may still be considered on a rolling basis until the position/program is filled. We encourage all interested candidates to apply as early as possible. If a final decision has not been made by the initial deadline, subsequent applications will be reviewed as they are received. Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors’ incentive compensation programs. Base Pay Range $212,500 — $250,000 USD 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 Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan. Kaiser Medical plans available in California Health Savings Account (HSA) with company contributions 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 including 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 (8 weeks) Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 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 as well as an after-tax option Pet Insurance Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing We are not accepting unsolicited resumes from agencies and/or search firms for this job posting. Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements. If you need an accommodation during the application or hiring process, please email PeopleTeam@merceradvisors.com . This inbox is for accommodation requests only. For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights . If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here . CCPA Notice at Collection If you are a resident of Washington State, learn more about your rights under the Washington Fair Chance Act here .

Requirements

Must-haves

Why Work at Mercer Advisors?
Join us and help families amplify and simplify their financial lives with confidence.
Serve as Mercer Advisors' named internal owner for the Avantos relationship. Hold the vendor accountable and represent our interests in their roadmap conversations.
Make Advisor NPS real: define it, measure it, and explain what moves it.
Require an impact hypothesis before every build and a measurement plan before every launch. Follow through to adoption, then look back and learn.
Work as one team with the business, not a handoff model. Spend real time with advisors, relationship managers, and clients — go to the meetings where the work happens.
Partner closely with Client Team to prioritize the roadmap and deliver the highest-value impact.
Build a culture of candor, follow-through, and learning from mistakes. Our teams are strong, they care about the firm, and they're proud of the work.
12+ years in product management, with 5+ years leading product teams (a senior director candidate may have 8+ years, with 3+ years of leadership) — ideally in a workflow-heavy product for internal or professional users
Track record of managing strategic vendor or platform partnerships — you've shaped a joint roadmap, not just received one
Empathy for operators — you can sit with an advisor, watch them work, and see the real problem under the request
Strong command of data — you set metrics, baseline them, and use them to make decisions
Comfort with AI-enabled product work — governance, adoption, and measuring real productivity gains
Proven ability to build and run intake and prioritization — you can defend a roadmap and say no with clear reasoning
Strong cross-functional relationship builder — you earn trust across teams without relying on authority
Proactive communicator — you surface what isn't working with candor, and bring a recommended path forward
Willingness to disagree and commit — you push back hard in the room, then back the decision
All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period.
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

Nice-to-haves

Experience with Salesforce, Orion, or Avantos-style workflow platforms a plus, not a requirement
Experience in an RIA, a custodian, or an advisor-facing product at scale a plus, not a requirement
Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing

Application prep

Use the role’s language and application details while tailoring your materials.

Keywords to mirror

aigo

Platform: greenhouse
Effort: quick

Benefits

Benefits detected in the listing.

Dental

Vision

401(K)

Paid Time Off

Parental Leave