Own product roadmaps for Agent Approve and Detect, from discovery through commercial readiness.
Lead continuous discovery with customers and stakeholders, translating insights into strategy.
Collaborate with engineering, design, and commercial teams to execute delivery plans and launch products.
Aveni builds production-ready AI systems for financial institutions, replacing fragmented processes with intelligent workflows. Recognized as Fintech of the Year for two consecutive years, they are backed by leading investors and scale rapidly as AI adoption accelerates in financial services.
Lead the end-to-end product lifecycle for trading operations, settlement, and treasury solutions.
Define and optimize workflows for settlement, reconciliation, and cash management to ensure scalability.
Partner with engineering, design, and business stakeholders to translate complex requirements into scalable products.
A financial services technology company building mission-critical platforms for trading, settlement, and treasury operations. They operate as a remote-first organization with a focus on innovation and collaboration.
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.