Director, Product Management

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

We're looking for a Director of Product Management to lead the Opportunity Engine—our system for helping advisors identify and act on growth opportunities with existing clients. You'll own the product vision, strategy, and execution, leading your cross-functional pod to iteratively deliver business impact.

This role sits at the intersection of wealth management and technology. You'll translate business needs into product capabilities that drive measurable impact: improved client excellence, stronger net revenue retention, and better advisor workflows.

What You'll Do

Lead the Product

· Own the Opportunity Engine roadmap from discovery through delivery

· Define requirements for growth action types from Share of Wallet to referral

· Make decisions on scope, sequencing, and tradeoffs with clarity and speed

Lead a Cross-Functional Pod

· Partner daily with engineering, design, data, and business stakeholders

· Run agile ceremonies and ensure your pod has what they need to deliver

· Coordinate across Technology, Business Intelligence, Sales, and Field Enablement teams

· Manage relationships with external partners

Leverage AI

· Integrate AI capabilities into advisor workflows to drive growth