Sr. Director, Product Management, UHNW Platform

Mercer Advisors is a fiduciary wealth management firm providing integrated financial planning, investment management, tax, estate, insurance, and business management services. The company is seeking a Sr. Director to lead the strategy, product roadmap, client and advisor experience, and technology evolution of its Regis platform for ultra-high-net-worth and family office clients. The role translates complex business needs into product direction, workflows, requirements, and scalable platform solutions while leading cross-functional execution.

Responsibilities:

• Define and own the product vision and multi-year roadmap for the Regis platform to balance near-term priorities with long-term transformational goals
• Translate business strategy, client needs, and advisor feedback into a cohesive, prioritized product direction
• Develop a deep, first-hand understanding of workflows across advisors, clients, and operational teams through direct engagement
• Synthesize diverse and sometimes conflicting inputs into clear problem statements and high-impact opportunities
• Identify root causes of friction and design scalable, integrated workflows that improve client and advisor experience
• Bring structure to an evolving environment, shifting from reactive development to intentional product design
• Translate Regis Ultra High Net Worth and Family Office business needs into clear product requirements, user stories, and process flows
• Lead product discovery and solution design to ensure the right problems are being solved
• Partner with engineering and architecture teams to design solutions that are scalable, maintainable, and aligned to long-term platform goals
• Ensure consistency and integration across a multi-system platform ecosystem
• Own Regis platform adoption to drive utilization of new process flows, measure advisor and client engagement with platform capabilities, and provide hands-on enablement support to ensure use as designed
• Define and manage a prioritized product roadmap, balancing business impact, user needs, technical constraints, and dependencies
• Align roadmap decisions with strategic objectives while operating within budget and resource constraints
• Partner with internal technology team and external partners to translate priorities into execution plans
• Remain actively engaged through delivery to ensure outcomes align with product intent and business objectives
• Serve as the central point of alignment across Product, Technology, Operations, Investments, Compliance, and external partners
• Facilitate decision-making across competing priorities, trade-offs, and sequencing considerations
• Influence stakeholders at all levels without direct authority and lead cross-functional initiatives
• Oversee the evolution of a multi-system platform ecosystem, ensuring it remains integrated, scalable, and aligned to long-term needs

Requirements:

• 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
• Strong experience in product discovery, workflow design, and requirements definition
• Track record of translating complex business needs into well-designed product solutions
• Excellent communication and stakeholder management skills, with the ability to influence without direct authority
• Strong analytical and problem-solving capabilities, with comfort operating in ambiguous environments
• Bachelor's degree required
• Experience in wealth management, financial services, or investment platforms
• Experience with CRM systems, portfolio management tools, and client reporting platforms
• Background in operating model design, process transformation, or platform modernization
• Awareness of industry trends and emerging practices in wealth management technology