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About the Role:

  • We're looking for a Director of Product Management to lead the Opportunity Engine.
  • You'll own the product vision, strategy, and execution, leading your cross-functional pod to iteratively deliver business impact.
  • This role sits at the intersection of wealth management and technology.

What You'll Do:

  • Lead the Product
  • Lead a Cross-Functional Pod
  • Leverage AI
  • Drive Outcomes

Experience:

  • 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).

Skills:

  • 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.

Mercer Advisors

Mercer Advisors helps families amplify and simplify their financial lives by integrating financial planning, investment management, tax, estate, and insurance. They serve over 31,300 families in more than 90 cities across the U.S. and their employee base is composed of 50% women.

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