Senior Product Manager

Confirmed live in the last 24 hours

Mercer Advisors

Remote, USA

Remote

Posted April 1, 2026

Job Description

Why Work at Mercer Advisors?

For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.*

Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible.

Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country.

* 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.

About the Role

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 clients as well as to our own teams.

As a Senior Product Manager at Mercer Advisors, you will help lead the development and execution of innovative tools and platforms tailored for our financial advisors. This role requires a strategic thinker with a strong understanding of the financial services industry, exceptional leadership skills, and a passion for delivering value to advisors. You will lead a group of cross-functional engineers and designers, ensuring our product offerings align with our mission and business goals.

What You'll Do

Product Execution and Delivery:
- Drive the execution of product initiatives from conception to launch, ensuring timely and high-quality delivery.
- Lead a group of cross-functional engineers and designers to develop tools and platforms that enhance advisor efficiency and effectiveness.
- Work with third-party service providers and influence their roadmaps to align with Mercer Advisors' goals.
- Utilize data-driven insights to improve product performance and advisor satisfaction continuously.
- Be ultimately responsible for the outcome and KPIs of the products you build.
Advisor-Centric Development:
- Gather and prioritize requirements from financial advisory team to inform product development.
- Prepare written requirements for each development sprint based on design, users, and engineers’ input for each feature.
- Conduct user testing and gather feedback to ensure products meet the needs of advisors.
- Integrate advisor feedback into product iterations to enhance usability and functionality.
Operational Insight and Improvement:
- Dive into the details of our operations and processes to find technology-powered solutions for improvements.
- Identify opportunities for small and significant enhancements to our business processes through technology.
- Influence and assist in maintaining software development lifecycle to ensure the Product Team is operating at peak efficiency.
- Consistently engage in measuring the health and performance of our products and features to provide insights to drive informed decision-making and continuous improvement within our team.
Leverage AI:
- Integrate AI capabilities into advisor workflows to drive growth.