Director, Product Management

Mercer Advisors is a leading financial services firm dedicated to helping families simplify their financial lives through integrated services. They are seeking a Director of Product Management to lead the Opportunity Engine, focusing on translating business needs into impactful product capabilities while collaborating with cross-functional teams.

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