Sr. Director, Product Management, UHNW Platform

Why Work at Mercer Advisors?

For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.

Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*

Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.

Join us and help families amplify and simplify their financial lives with confidence.

• 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 Sr. Director, Product Management, UHNW Platform to lead the strategy and evolution of the platform supporting Mercer Advisor’s Regis Group—our integrated offering designed to serve ultra-high-net-worth (UHNW) clients with complex, family office–level needs.

This role has end-to-end responsibility for the product strategy, client and advisor experience, and technology roadmap for the Regis platform. You will define how the platform—spanning people, process, and technology—should evolve to support a highly differentiated client segment, translating complex business needs into clear product direction, well-architected workflows, and actionable requirements.

Operating at the intersection of business, operations, and technology, you will own what we build and why, working in close partnership with external partners and the technology team, responsible for how solutions are built, and with the advisory teams who use those solutions and are responsible for delivering successful client outcomes. While highly strategic in scope, this role is also hands-on, requiring direct engagement in discovery, workflow design, and product definition.

A critical aspect of this role is developing a deep understanding of how advisors, investment professionals, tax specialists, estate planning strategists, and operational teams work in practice. You will engage directly with stakeholders across the organization—observing workflows, identifying friction points, and synthesizing often inconsistent inputs into clear problem definitions and scalable platform solutions.

The ideal candidate thrives in complexity, brings structure to ambiguity, and balances strategic vision with disciplined execution and follow-through to measurable business results.

 

Essential Job Functions for this role include:

Product strategy, discovery, and client experience ownership

Define and own the product vision and multi-year roadmap for the Regis platform to balance near-term priorities with long-term transformational goals

Translate business strategy, client needs, and advisor feedback into a cohesive, prioritized product direction

Develop a deep, first-hand understanding of workflows across advisors, clients, and operational teams through direct engagement

Synthesize diverse and sometimes conflicting inputs into clear problem statements and high-impact opportunities

Identify root causes of friction and design scalable, integrated workflows that improve client and advisor experience

Bring structure to an evolving environment, shifting from reactive development to intentional product design

Product definition and solution design

Translate Regis Ultra High Net Worth and Family Office business needs into clear product requirements, user stories, and process flows

Lead product discovery and solution design to ensure the right problems are being solved

Partner with engineering and architecture teams to design solutions that are scalable, maintainable, and aligned to long-term platform goals

Ensure consistency and integration across a multi-system platform ecosystem

Own Regis platform adoption to drive utilization of new process flows, measure advisor and client engagement with platform capabilities, and provide hands-on enablement support to ensure use as designed

Roadmap management and delivery execution

Define and manage a prioritized product roadmap, balancing business impact, user needs, technical constraints, and dependencies

Align roadmap decisions with strategic objectives while operating within budget and resource constraints

Partner with internal technology team and external partners to translate priorities into execution plans

Remain actively engaged through delivery to ensure outcomes align with product intent and business objectives

Cross-functional leadership and platform stewardship

Serve as the central point of alignment across Product, Technology, Operations, Investments, Compliance, and external partners

Facilitate decision-making across competing priorities, trade-offs, and sequencing considerations

Influence stakeholders at all levels without direct authority and lead cross-functional initiatives

Oversee the evolution of a multi-system platform ecosystem, ensuring it remains integrated, scalable, and aligned to long-term needs

 

Knowledge, Skills, and Abilities:

10+ years of experience in product management, platform strategy, or related roles

Experience with UHNW or family office environments

Proven experience leading complex, multi-system platform initiatives in cross-functional environments

Demonstrated ability to operate across both strategic planning and hands-on execution

Strong experience in product discovery, workflow design, and requirements definition

Track record of translating complex business needs into well-designed product solutions

Excellent communication and stakeholder management skills, with the ability to influence without direct authority

Strong analytical and problem-solving capabilities, with comfort operating in ambiguous environments

Bachelor’s degree required

Preferred Qualifications

Experience in wealth management, financial services, or investment platforms

Experience with CRM systems, portfolio management tools, and client reporting platforms

Background in operating model design, process transformation, or platform modernization

Awareness of industry trends and emerging practices in wealth management technology

What Success Looks Like

A clearly defined and aligned product roadmap supporting the growth of the Regis platform

Measurable improvements in client and advisor experience and adoption of both new and existing capabilities

A cohesive, scalable platform that reduces friction and improves operational efficiency

Strong cross-functional alignment and effective prioritization

Delivery of solutions that are well-designed, integrated, and aligned with long-term strategy

 

Work Schedule:

This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM.  At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs.    

 

All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period.

 

Working Conditions:

This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions.  Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements.  Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs.

Application Deadline : The initial deadline for applications is 8/15/2026. Applications submitted after this date may still be considered on a rolling basis until the position/program is filled. We encourage all interested candidates to apply as early as possible. If a final decision has not been made by the initial deadline, subsequent applications will be reviewed as they are received. 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 Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.

Kaiser Medical plans available in California

Health Savings Account (HSA) with company contributions 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 including 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 (8 weeks)

Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 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 as well as an after-tax option

Pet Insurance

Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing

We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.

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