Mercer AdvisorsRemote
Director, Product Management
United States
Full-time
2 hours ago
$165,000 - $175,000 USD
H1B Sponsor Likely
Key skills
AIMachine LearningBIBusiness IntelligenceSaaSAgileProduct ManagementCommunicationSales
About this role
Mercer Advisors is a leading independent fiduciary firm that integrates various financial services to enhance client experiences. The Director of Product Management will lead the Opportunity Engine, focusing on translating business needs into product capabilities while driving measurable impact in client excellence and revenue retention.
Responsibilities:
- Own the Opportunity Engine roadmap from discovery through delivery
- Define requirements for growth action types from Share of Wallet to referral
- Make decisions on scope, sequencing, and tradeoffs with clarity and speed
- Partner daily with engineering, design, data, and business stakeholders
- Run agile ceremonies and ensure your pod has what they need to deliver
- Coordinate across Technology, Business Intelligence, Sales, and Field Enablement teams
- Manage relationships with external partners
- Integrate AI capabilities into advisor workflows to drive growth
- Use data and machine learning to drive recommendation
- Leverage AI to make yourself and your team more effective at building
- Define success metrics and track progress toward client excellence and net revenue retention goals
- Partner with BI to build dashboards that show pipeline health by advisor, market, and division
- Continuously improve based on pilot feedback and usage data
Requirements:
- 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)
- Experience managing multiple products at the same time
- Strong ability to translate complex business processes into clear product requirements
- Comfort with AI concepts and how to apply them to user-facing products
- Experience building and managing AI agents
- Data fluency—you can define metrics, interpret dashboards, and make decisions from data
- Excellent communication across technical and non-technical audiences
- Bias toward action while delivering great products
- Comfortable with ambiguity and competing priorities
- User-obsessed—you start with advisor pain points and work backward