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Product Manager, Investment Platform

1 month, 4 weeks ago
United States
Full-time
Senior
Product Manager
Product Management
Apply Now
Mercer Advisors

Mercer Advisors

Mercer Advisors provides comprehensive wealth management services, including financial planning, investment management, and family office solutions, aimed at simplifying and enhancing the financial lives of its clients through a holistic and customized...

Capital Markets
251-1K
Founded 1985
View All Jobs 24

Description

  • Identify, prioritize, and deliver enhancements across Trading, Billing, Cash Management, Client Reporting, Investment Proposal, and operational scale areas.
  • Collaborate with technical and non-technical stakeholders to define, document, and execute product strategies and roadmaps.
  • Lead cross-functional initiatives, including new investment product launches, to improve internal and client user experiences.
  • Support escalated issues from the Product Support team and ensure timely resolution and communication.
  • Drive change management and adoption of new features and processes across platforms and teams.
  • Evaluate and articulate priorities based on business impact and strategic alignment.
  • Document and refine business processes, workflows, and reporting outputs.
  • Manage a portfolio of integration and enhancement activities from planning through execution.
  • Work across internal applications and third-party vendor platforms that comprise the Investment Platform.
  • Operate with accountability for outcomes while adapting to evolving business and technology needs.

Requirements

  • Bachelor’s degree required, preferably in Product, Technology, Operations, or Business Administration.
  • 5+ years of experience in Product Management, Technology, or Operations.
  • Experience in financial services or investment platforms is a plus.
  • Familiarity with portfolio management systems, client reporting tools, and billing platforms is preferred.
  • Strong collaboration skills with diverse stakeholders.
  • Excellent written and verbal communication skills.
  • Proven ability to operate effectively across both strategic and tactical levels.
  • Demonstrated ability to learn quickly and solve problems independently.
  • Strong organizational skills and ability to manage multiple priorities.
  • Availability during standard business hours Monday through Friday, 8AM to 5PM, with occasional early or late hours as needed.

Benefits

  • Base salary range of $110,000 to $125,000 USD.
  • Eligible for incentive compensation through Mercer Advisors’ incentive compensation programs.
  • Company-paid basic life and AD&D insurance.
  • Company-paid short-term and long-term disability insurance.
  • Medical, dental, and vision coverage, including Cigna medical plans and Kaiser medical plans in California.
  • Health Savings Account with company contributions if enrolled in an HDHP medical plan.
  • 14 company-paid holidays, including a full week off at Thanksgiving, plus generous vacation and sick time.
  • Paid parental leave, family medical leave, and adoption assistance reimbursement.
  • 401(k) retirement plan with Traditional and Roth options, per-pay-period match, and an after-tax option.
  • Employee Assistance Plan, concierge services, pet insurance, and preferred employee pricing on Mercer Advisors financial planning services.

Interested in this position?

Apply directly on the company website

Apply Now

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