Product Manager

Why Work at Mercer Advisors?

For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.

Today, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*

Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.

Join us and help families amplify and simplify their financial lives with confidence.

* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology here.

Job Summary:

Our ability to attract new clients is at the center of our continued success. As we’ve continued to grow - the success of our growth efforts relies increasingly on the digital experience, processes, and technologies that we offer to prospects, clients, as well as our own employees.  

As the Senior Product Manager you are responsible for managing and executing the digital experiences and technologies that support our growth. You will be a key partner to achieve our growth targets – and will design and own digital experiences, technology, and processes - including integrations with partners.  As a key-leader on our cross-functional team, you will be co-accountable for our OKRs.

You will provide organizational vision, leadership and strategy for our processes and products. You will be deeply hands on with the related technology (ensuring exceptional product day-to-day administration, data quality, user support) as well as establishing the long term vision, managing the overall roadmap enhancements, including system architecture, custom development, data integration, and ongoing release management.  To be successful in this role, you must both have terrific operational skills and be able to think strategically about how the products can further enhance our business and how to successfully integrate acquired firms. A successful candidate will act like “employee #2” at a fast-moving startup and think like a “Growth CTO” for an established industry leader.