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About the Role:

  • Lead the development and execution of innovative tools and platforms tailored for financial advisors.
  • Lead a group of cross-functional engineers and designers, ensuring product offerings align with the mission and business goals.
  • Drive improvements through technology-powered solutions.

What You'll Do:

  • Utilize data-driven insights to improve product performance and advisor satisfaction continuously.
  • Integrate AI capabilities into advisor workflows to drive growth.
  • Act as a liaison between advisors, internal stakeholders, and external partners.

What You Bring:

  • Strong ability to translate complex business processes into clear product requirements.
  • Comfortable with AI concepts and how to apply them to user-facing products.
  • Demonstrated ability to drive product execution and delivery.

Mercer Advisors

Mercer Advisors has been helping families amplify and simplify their financial lives for 40 years. They integrate financial planning, investment management, tax, estate, and insurance, managed by a single team; they serve over 31,300 families in more than 90 cities across the U.S.

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