Product Manager, Investment Platform

Mercer Advisors has been helping families amplify and simplify their financial lives for over 40 years. The Product Manager, Investment Platform will drive the success of the Investment Platform team by collaborating with various stakeholders to enhance internal applications and vendor platforms, ensuring measurable improvements and effective communication.

Responsibilities:

• Partner with internal teams to identify, prioritize, and deliver enhancements across multiple domains: Trading, Billing, Cash Management, Client Reporting, Investment Proposal, and Operational quality and scale
• Collaborate with diverse technical and non-technical stakeholders to define, document and execute product strategies and roadmaps
• Lead cross-functional initiatives, including but not limited to new investment product launches, to improve user experience for internal teams and clients
• Support escalated issues from the Product Support team, ensuring timely resolution and effective communication
• Drive change management and adoption of new features and processes across platforms and teams
• Rationalize and articulate priorities based on business impact and strategic alignment
• Operate with a strong sense of ownership and accountability for outcomes
• Continuously learn and adapt to evolving business needs and technology landscapes
• Document and refine business processes, workflows, and reporting outputs
• Manage a portfolio of integration and enhancement activities from planning to execution

Requirements:

• Bachelor's degree required, preferably in Product, Technology, Operations, or Business Administration
• 5+ years of experience in Product Management, Technology, or Operations
• Demonstrated ability to learn quickly and solve problems independently
• Strong collaboration skills with diverse stakeholders
• Excellent written and verbal communication skills
• Proven ability to operate effectively across strategic and tactical levels
• Strong organizational skills and ability to manage multiple priorities
• Experience in financial services or investment platforms is a plus
• Familiarity with portfolio management systems, client reporting tools, and billing platforms is preferred