Own the product strategy, vision, and roadmap for UMA, SMA, and multi-sleeve portfolio construction, overlay trading, and rebalancing capabilities across the VAST platform.
Act as the internal subject-matter authority on UMA structures and translate operational realities into clear, prioritized product requirements.
Partner with engineering, design, and client delivery to architect scalable solutions for wealth management and asset management clients.
Lead product strategy and roadmap for the UHNW Regis platform, balancing near-term priorities with long-term goals.
Synthesize diverse inputs into clear problem statements and design integrated workflows to improve client and advisor experience.
Partner with engineering, operations, and external partners to deliver scalable, well-architected platform solutions.
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.
Lead the product roadmap for Advisor Experience, driving tools that improve advisor efficiency and client outcomes.
Build AI-powered features like Aspen AI for meeting prep and transcription to give advisors more time.
Partner with Wealth Operations & Experience to drive key metrics including Net Revenue Retention and Client NPS.
Mercer Advisors is a comprehensive financial services firm that integrates financial planning, investment management, tax, estate, and insurance to help families simplify their financial lives. With over 31,300 families served and a workforce where more than half are women, the company offers a flexible, national footprint and ranks #1 RIA firm by Barron's.
You will own the end-to-end roadmap for Aveni Assist, balancing new capabilities with platform improvements.
You will lead continuous customer discovery with advisers and compliance teams to translate insights into product decisions.
You will partner with Engineering, Design, and Commercial teams to deliver high-quality features and drive adoption.
Aveni is redefining how financial institutions use AI by building production-ready agentic systems that reshape operations. They have been recognized as Fintech of the Year for two consecutive years and are backed by leading investors, scaling quickly with a remote-first, inclusive culture.
Provide expert portfolio management consulting to alternative asset firms and family offices.
Develop and execute investment programs, manage risk, and optimize portfolios.
Analyze investments, build reports, and ensure compliance with industry standards.
Arootah is a talent solutions firm purpose-built for the alternative investment industry, covering talent from entry to exit across five services. Our team has run alternative investment firms at the highest levels as COOs, CFOs, and CCOs, with a network of 700+ vetted advisors across 18 disciplines.
Own the product strategy, roadmap, and execution for Ondo's stocks product.
Develop a deep understanding of customer needs and translate them into simple, intuitive product experiences.
Partner closely with engineering and design to build high-quality consumer products.
Ondo Finance provides institutional-grade, blockchain-enabled investment products and services. They are a fully remote, well-funded company with team members across the U.S.