Director, Product Management
Mercer Advisors
full-time
Posted on:
Location Type: Remote
Location: United States
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Job Level
About the role
- 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
- 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
- Integrate AI capabilities into advisor workflows to drive growth
- Use data and machine learning to drive recommendation
- Leverage AI to make yourself and your team more effective at building
- Define success metrics and track progress toward client excellence and net revenue retention goals
- Partner with BI to build dashboards that show pipeline health by advisor, market, and division
- Continuously improve based on pilot feedback and usage data
Requirements
- 7+ years in product management, ideally in financial services, wealth management, or B2B SaaS
- Track record of shipping products that integrate with existing systems and workflows
- Experience working in or leading cross-functional pods (engineering, design, data)
- Experience managing multiple products at the same time
- Strong ability to translate complex business processes into clear product requirements
- Comfort with AI concepts and how to apply them to user-facing products
- Data fluency—you can define metrics, interpret dashboards, and make decisions from data
- Excellent communication across technical and non-technical audiences
Benefits
- Company Paid Basic Life & AD&D Insurance
- Company Paid Short-Term and Long-Term Disability Insurance
- Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
- Three medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
- Health Savings Account (HSA) with company contributions on a per pay period basis if enrolled in either HDHP medical plan.
- Two comprehensive Dental Plans
- Vision Insurance Plan
- Dependent Care Savings Account for child and dependent care.
- 14 Company Paid Holidays with a full week off at Thanksgiving.
- Generous paid time off program for vacation and sick days
- Employee Assistance Plan
- Family Medical Leave
- Paid Parental Leave (6 weeks)
- Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 weeks) to provide time for recovery, baby bonding, and enjoying your family time.
- Adoption Assistance Reimbursement Program
- Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.
- 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match
- Pet Insurance
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
product managementdata analysismachine learningAI integrationdashboard creationagile methodologiesrequirements definitiongrowth action typesmetrics definitionB2B SaaS
Soft skills
communicationcross-functional collaborationrelationship managementdecision makingclarityadaptabilityproblem solvingleadershiporganizational skillsfeedback incorporation