Sr. Director, Product Management, UHNW Platform

10+ years of experience in product management, platform strategy, or related roles

Experience with UHNW or family office environments

Proven experience leading complex, multi-system platform initiatives in cross-functional environments

Demonstrated ability to operate across both strategic planning and hands-on execution

Track record of translating complex business needs into well-designed product solutions

Experience in wealth management, financial services, or investment platforms

$175,000

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$200,000 USD

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

Director, Regis Product Manager to lead the strategy and evolution of the platform supporting Mercer Advisor’s Regis Group—our integrated offering designed to serve ultra-high-net-worth (UHNW) clients with complex, family office–level needs.

This role has end-to-end responsibility for the product strategy, client and advisor experience, and technology roadmap for the Regis platform.

You will define how the platform—spanning people, process, and technology—should evolve to support a highly differentiated client segment, translating complex business needs into clear product direction, well-architected workflows, and actionable requirements.

Operating at the intersection of business, operations, and technology, you will own what we build and why, working in close partnership with external partners and the technology team, responsible for how solutions are built, and with the advisory teams who use those solutions and are responsible for delivering successful client outcomes.

While highly strategic in scope, this role is also hands-on, requiring direct engagement in discovery, workflow design, and product definition.

A critical aspect of this role is developing a deep understanding of how advisors, investment professionals, tax specialists, estate planning strategists, and operational teams work in practice.