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.
We are seeking a detail-oriented and experienced Product leader to drive our product development efforts in support of our direct-to-consumer growth team. The ideal candidate will have a strong background in product management, excellent communication skills, and a deep understanding of direct-to-consumer sales and marketing processes. As a Product Director, you will collaborate with cross-functional teams, including sales, engineering, marketing, and design, to create and deliver exceptional products for the sales and marketing teams to support achieving growth targets including providing sales pipeline insights and improving data quality where needed, developing sales automation leveraging AI, and designing and build best in class experiences for the sales and marketing team.
Essential Job Functions for this role include:
- Product Development Leadership: Take charge of product development, ensuring that projects are executed on time with ability to manage multiple projects.
- Resource Allocation and Task Delegation: Prepare business cases for high impact projects, allocate resources, and delegate tasks to team members.
- Schedule Management: Monitor product development progress, adjust schedules as needed, and ensure timely delivery.
- Hands-on where needed: comfortable rolling up sleeves and diving into Salesforce tasks including configuration, building flows, and willingness to troubleshoot issues, address user queries, and provide timely support to the sales team
- Product Definition: Work closely with clients to fine-tune product briefs and ensure alignment with business goals.
- UX Collaboration: Collaborate with design teams to produce product wireframes, emphasizing a strong design sense and familiarity with user-centric design practices and principles.
- Iterative Improvement: Continuously identify weaknesses in sales process and platforms and make necessary adjustments based on user feedback.
- Stakeholder Engagement: Gather feedback from clients, designers, and engineers, and adapt product specifications accordingly.
- Efficiency and Scalability: Drive efficiency within the sales team through process automation and improved user experience and adoption of tools.
- Business Growth Optimization: Optimize existing sales motions to drive business growth.
Additional Requirements:
- Data-Driven Decision-Making: Proficiency in analyzing data and using it to inform product decisions.
- User-Centric Design: Familiar with design processes such as Ideo Design Thinking and experience building user centric experiences that drive product adoption.
- Technical Acumen: Understanding of technology stacks, APIs, and integration points.
- Industry Knowledge (Wealth Management): Familiarity with the wealth management industry, including trends, regulations, and client needs.
Knowledge, Skills, and Abilities:
- Experience: 6-10 years of experience in product management.
- Leadership Skills: Evidence of strong leadership skills and creativity.
- Communication: Excellent communication and interpersonal skills.
- Analytical Abilities: Strong analytical and problem-solving skills including fluency in SQL and/or SOQL.
- CRM: Experience with Salesforce, specifically Salesforce Sales Cloud or Sales Engagement (formerly High Velocity Sales) a must.
Work Schedule:
This professional role requires availability Monday through Friday, 8:00 AM – 5:00 PM. This role is fully remote role with occasional travel required (1-2 times per year)
Working Conditions:
The professional office environment, daytime hours, 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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