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Sr. Director, Product Management, UHNW Platform

1 month, 2 weeks ago
United States
Full-time
Lead
Technical Product Manager
Product Management
Agile
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 21

Description

  • Define and own the product vision and multi-year roadmap for the Regis platform.
  • Translate business strategy, client needs, and advisor feedback into prioritized product direction.
  • Develop a deep understanding of advisor, client, and operational workflows through direct engagement.
  • Synthesize conflicting inputs into clear problem statements and high-impact opportunities.
  • Design scalable, integrated workflows that improve client and advisor experience.
  • Translate business needs into 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 scalable, maintainable solutions.
  • Manage roadmap priorities, dependencies, and execution with internal teams and external partners.
  • Serve as the central point of alignment across Product, Technology, Operations, Investments, Compliance, and external partners.

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 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 in ambiguous environments.
  • Bachelor’s degree required.
  • Preferred: experience in wealth management, financial services, or investment platforms.
  • Preferred: experience with CRM systems, portfolio management tools, and client reporting platforms.
  • Preferred: background in operating model design, process transformation, or platform modernization.

Benefits

  • Company-paid basic life and AD&D insurance.
  • Company-paid short-term and long-term disability insurance.
  • Medical, dental, and vision coverage, including HSA with company contributions for eligible HDHP plans.
  • 14 company-paid holidays, including a full week off at Thanksgiving.
  • Generous paid time off for vacation and sick days.
  • Paid parental leave (8 weeks) and maternity benefits.
  • 401(k) retirement plan with Traditional and Roth options, match, and after-tax contribution option.
  • Adoption assistance, employee assistance program, pet insurance, and preferred employee pricing on financial planning services.

Interested in this position?

Apply directly on the company website

Apply Now

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