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Job Summary:
- Lead the strategy and evolution of the UHNW platform, defining product vision and roadmap.
- Engage directly with stakeholders to synthesize needs into scalable, integrated workflows.
- Partner with technology and operations to deliver solutions aligned with long-term goals.
Essential Job Functions:
- Own product strategy, discovery, and client experience for the Regis platform.
- Translate business needs into clear product requirements and process flows.
- Drive platform adoption and measure advisor and client engagement.
What Success Looks Like:
- A clearly defined and aligned product roadmap supporting the growth of the Regis platform.
- Measurable improvements in client and advisor experience and adoption of capabilities.
- A cohesive, scalable platform that reduces friction and improves operational efficiency.
Mercer Advisors
Mercer Advisors helps families amplify and simplify their financial lives through integrated financial planning, investment management, tax, estate, and insurance services. They serve over 31,300 families across 90+ U.S. cities and are ranked #1 RIA firm by Barron's, with a diverse and flexible remote culture.