Director, Product Management (Advisor Experience)

Mercer Advisors is a leading firm in financial services, dedicated to helping families manage their financial lives. They are seeking a Director of Product Management to lead the Advisor Experience, focusing on product development that enhances client and advisor interactions while driving key business outcomes.

Responsibilities:

• Own the Advisor Experience roadmap from discovery through delivery, across NPS, advisor practice management, advisor transitions, and Aspen AI
• Build the Aspen and client portal integrations behind NPS reimagined, so advisors can receive and action client feedback in real time
• Deliver the capacity and practice management tools that give leaders real-time visibility into advisor capacity for growth, and map advisor expertise to client needs
• Make decisions on scope, sequencing, and tradeoffs with clarity and speed
• Build the at-risk advisor identification and transition tools that keep clients with us when an advisor leaves or retires, planned or unplanned
• Deliver advisor playbooks that reduce the risk of departures and client loss
• Make NLC events logged, visible, and acted on consistently inside Aspen, so we learn from them and reduce how often they happen
• Own Aspen AI for the advisor experience: meeting prep, transcription, and follow-up that give advisors time back
• Use data and machine learning to surface the right next step for each advisor
• Use AI to make you and the teams building with you faster and sharper
• Set the priorities and requirements that our development partners and other pods build against
• 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

Requirements:

• 7+ years in product management, ideally in financial services, wealth management, or B2B SaaS
• Track record of shipping products that fit into existing systems and workflows
• Experience leading cross-functional pods (engineering, design, data)
• Experience running more than one product at a time
• Strong ability to turn complex business processes into clear product requirements
• Comfort with AI concepts and how to apply them to products people actually use
• Data fluency. You can define metrics, read dashboards, and decide from data
• Excellent communication across technical and non-technical audiences
• Bias toward action, without cutting corners on quality
• Comfortable with ambiguity and competing priorities
• Advisor-obsessed. You start with advisor and client pain points and work backward