Why Work at Mercer Advisors?
For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.*
Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible.
Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country.
* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology here.
Job Summary:
We are seeking a detail-oriented Associate Product Manager to assist our Product Managers in product development efforts in support of our platform team. The ideal candidate will have an understanding of product management, excellent communication skills, and a passion for collaboration. As an Associate Product Manager, you will work with cross-functional teams, including engineering, marketing, design, and wealth management to assist in creating and delivering exceptional products for internal clients. You will also provide user support including; data feed maintenance and support, responding to general inquiries, troubleshooting, report generation, enhancement recommendations, and training as necessary. This platform is the backbone of our relationship with our clients, tracking action items and acting as a repository for information. It facilitates the connection at the heart of our work.
Essential Job Functions:
- Collaborate with Product Managers to support the design, development, and delivery of internal products and applications.
- Gain a deep understanding of business needs and help prioritize initiatives that drive measurable outcomes.
- Facilitate cross-functional collaboration to ensure alignment and successful execution of product initiatives.
- Document and maintain current business processes, internal workflows, and key performance indicators (KPIs).
- Define and refine functional and technical requirements, user stories, and reporting outputs.
- Engage with internal stakeholders to gather feedback, identify process gaps, and recommend enhancements.
- Manage a portfolio of integration projects from planning through execution.
- Develop and implement repeatable processes to streamline product delivery and communication.
- Oversee support queues, triage incoming requests, and prioritize based on urgency and business impact.
- Provide user support, including data feed maintenance, troubleshooting, report generation, and training.
- Perform other duties as assigned by the Product Manager.
Required Knowledge, Skills, and Abilities:
- Bachelor’s degree required, preferably in Product Management, Technology, or Business Administration.
- Proven ability to manage multiple complex projects simultaneously.
- Familiarity with Agile methodologies and project management frameworks.
- Experience with tools such as Halo, Monday.com, Salesforce, and Box.
- Product Management certifications are a plus.
- Strong analytical and problem-solving skills.
- Excellent written and verbal communication.
- Highly organized with attention to detail.
- Comfortable working in a fast-paced, dynamic environment.
Working Conditions: Professional office environment. Working inside. Standing and sitting. Will be assigned to a workstation.
Benefits:
Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:
- Company Paid Basic Life & AD&D Insurance
- Company Paid Short-Term and Long-Term Disability Insurance
- Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
- Three medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
- Health Savings Account (HSA) with company contributions on a per pay period basis if enrolled in either HDHP medical plan.
- Two comprehensive Dental Plans
- Vision Insurance Plan
- Dependent Care Savings Account for child and dependent care.
- 14 Company Paid Holidays with a full week off at Thanksgiving.
- Generous paid time off program for vacation and sick days
- Employee Assistance Plan
- Family Medical Leave
- Paid Parental Leave (6 weeks)
- Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 weeks) to provide time for recovery, baby bonding, and enjoying your family time.
- Adoption Assistance Reimbursement Program
- Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.
- 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match
- Pet Insurance
We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.
Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws. Mercer Advisors provides equal employment opportunity in all aspects of employment and employee relations, including recruitment, hiring, training and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and all other terms, conditions, and privileges of employment in accordance with applicable federal, state, and local laws.
If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here.
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