Senior Product Manager - Estate Planning
New
M
Mercer AdvisorsEstate planning
Location: Remote, USAFull-TimeSenior
SalaryBase Pay Range $136,000 — $160,000 USD. This position is also eligible to earn incentive compensation through one of Mercer Advisors’ incentive compensation programs.
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Job Details
- Experience
- 5+ years in product management.
- Required Skills
- Artificial IntelligenceData AnalysisProduct ManagementCross-functional Team LeadershipCompliance
Requirements
- Have 5+ years of product management experience.
- Have shipped products that moved a business metric and be able to explain how it was measured.
- Have used AI to solve a real business problem in production.
- Have shipped products in a domain where accuracy and compliance matter.
- Have led a cross-functional squad across engineering, design, and data.
- Have directed an external development partner.
- Be able to turn a complex, multi-step business process into buildable engineering requirements.
- Have experience with LLM evaluation and human-in-the-loop design, including building and running an evaluation set and using its results to change a product.
- Be able to define metrics, read dashboards, and make data-driven decisions and analyses.
- Be available Monday through Friday during standard business hours, 8 AM to 5 PM; occasional early or late hours may be needed.
Responsibilities
- Own the estate planning roadmap from discovery through delivery, covering information gathering, signed documents, and ongoing plan updates.
- Set product scope, sequencing, tradeoffs, and success metrics, including cycle time from intake to signed documents.
- Lead squad planning, demos, and retrospectives.
- Identify appropriate estate planning uses for AI and decide what to automate and where professionals remain involved.
- Own AI evaluations and establish the accuracy of capabilities before release.
- Partner with Security, Compliance, and Legal to protect privileged information and sensitive family data.
- Make estate planning workflows visible to strategists, attorneys, paralegals, advisors, and clients.
- Build on shared Mercer Advisors platform capabilities rather than creating one-off tools.
- Set priorities and requirements for the development partner and manage the day-to-day relationship, delivery, and risks.
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