Director, Product Management (Advisor Experience)
New
M
Mercer AdvisorsFinancial Services
Remote, USA, 8AM to 5PM (Monday-Friday), with potential early or late hoursFull-TimeDirector
Salary$150,000 — $175,000 USD
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Job Details
- Experience
- 7+ years
- Required Skills
- Artificial IntelligenceData AnalysisProduct ManagementCross-functional Team LeadershipSaaS
Requirements
- 7+ years in product management, ideally in financial services, wealth management, or B2B SaaS.
- Proven track record of shipping products that integrate into existing systems and workflows.
- Experience leading cross-functional pods including engineering, design, and data teams.
- Experience managing multiple products simultaneously.
- Strong ability to translate complex business processes into clear product requirements.
- Practical understanding of AI concepts and their application in product development.
- Data fluency, including defining metrics and analyzing dashboards.
- Excellent communication skills for both technical and non-technical stakeholders.
- Bias toward action with a commitment to high-quality delivery.
- Comfortable navigating ambiguity and managing competing priorities.
- Advisor-focused mindset with the ability to work backward from client pain points.
Responsibilities
- Own the Advisor Experience roadmap from discovery through delivery, covering NPS, advisor practice management, transitions, and Aspen AI.
- Build Aspen and client portal integrations to enable real-time action on client feedback.
- Deliver capacity and practice management tools providing visibility into advisor workflows and client needs.
- Develop at-risk advisor identification and transition tools to support client retention during advisor departures.
- Manage the Aspen AI product suite, including meeting prep, transcription, and follow-up tools.
- Set requirements and priorities for engineering, design, and data partners.
- Partner with Wealth Operations & Experience to drive KPIs including Net Revenue Retention and Client NPS.
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