Director, Product Management (Advisor Experience)

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

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

$150,000

—

$175,000 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

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 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.

Own the Advisor Experience roadmap from discovery through delivery, across NPS, advisor practice management, advisor transitions, and Aspen AI