Senior Director, Product Manager

Mercer Advisors

Senior Director leading the product vision of the Regis platform for ultra-high-net-worth clients. Overseeing cross-functional initiatives and the evolution of complex platform solutions.

Posted 7/17/2026full-timeRemote • 🇺🇸 United StatesSenior💰 $175,000 - $200,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in product management and platform strategy, with a strong focus on translating complex business needs into effective product solutions. Proven ability to lead cross-functional initiatives and manage multi-system platform ecosystems while ensuring alignment with strategic objectives.

Highest-signal resume keywords

Product ManagementPlatform StrategyWorkflow DesignStakeholder ManagementAnalytical Problem-Solving

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Product DiscoveryRequirements DefinitionUser Story DevelopmentProcess Flow DesignMulti-System Integration

Soft Skills

Excellent CommunicationInfluencing Without AuthorityDecision-MakingCross-Functional Leadership

Certifications & Qualifications

Bachelor’s Degree

Industry Keywords

Ultra High Net WorthFamily OfficeOperational TeamsClient EngagementProduct Roadmap

About the role

Key responsibilities & impact

Define and own the product vision and multi-year roadmap for the Regis platform to balance near-term priorities with long-term transformational goals
Translate business strategy, client needs, and advisor feedback into a cohesive, prioritized product direction
Develop a deep, first-hand understanding of workflows across advisors, clients, and operational teams through direct engagement
Synthesize diverse and sometimes conflicting inputs into clear problem statements and high-impact opportunities
Identify root causes of friction and design scalable, integrated workflows that improve client and advisor experience
Bring structure to an evolving environment, shifting from reactive development to intentional product design
Translate Regis Ultra High Net Worth and Family Office business needs into clear product requirements, user stories, and process flows
Lead product discovery and solution design to ensure the right problems are being solved
Partner with engineering and architecture teams to design solutions that are scalable, maintainable, and aligned to long-term platform goals
Ensure consistency and integration across a multi-system platform ecosystem
Own Regis platform adoption to drive utilization of new process flows, measure advisor and client engagement with platform capabilities, and provide hands-on enablement support to ensure use as designed
Define and manage a prioritized product roadmap, balancing business impact, user needs, technical constraints, and dependencies
Align roadmap decisions with strategic objectives while operating within budget and resource constraints
Partner with internal technology team and external partners to translate priorities into execution plans
Remain actively engaged through delivery to ensure outcomes align with product intent and business objectives
Serve as the central point of alignment across Product, Technology, Operations, Investments, Compliance, and external partners
Facilitate decision-making across competing priorities, trade-offs, and sequencing considerations
Influence stakeholders at all levels without direct authority and lead cross-functional initiatives
Oversee the evolution of a multi-system platform ecosystem, ensuring it remains integrated, scalable, and aligned to long-term needs

Requirements

What you’ll need

10+ years of experience in product management, platform strategy, or related roles
Experience with UHNW or family office environments
Proven experience leading complex, multi-system platform initiatives in cross-functional environments
Demonstrated ability to operate across both strategic planning and hands-on execution
Strong experience in product discovery, workflow design, and requirements definition
Track record of translating complex business needs into well-designed product solutions
Excellent communication and stakeholder management skills, with the ability to influence without direct authority
Strong analytical and problem-solving capabilities, with comfort operating in ambiguous environments.
Bachelor’s degree required.

Benefits

Comp & perks

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 Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
Kaiser Medical plans available in California
Health Savings Account (HSA) with company contributions 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 including 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 (8 weeks)
Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 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 as well as an after-tax option
Pet Insurance
Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing