Job Description

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 42,800+ families across 110+ 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:

Our ability to attract new clients is at the center of our continued success. As we’ve continued to grow - the success of our growth efforts relies increasingly on the digital experience, processes, and technologies that we offer to prospects, clients, as well as our own employees.

As the Senior Product Manager you are responsible for managing and executing the digital experiences and technologies that support our growth. You will be a key partner to achieve our growth targets – and will design and own digital experiences, technology, and processes - including integrations with partners. As a key-leader on our cross-functional team, you will be co-accountable for our OKRs.

You will provide organizational vision, leadership and strategy for our processes and products. You will be deeply hands on with the related technology (ensuring exceptional product day-to-day administration, data quality, user support) as well as establishing the long term vision, managing the overall roadmap enhancements, including system architecture, custom development, data integration, and ongoing release management. To be successful in this role, you must both have terrific operational skills and be able to think strategically about how the products can further enhance our business and how to successfully integrate acquired firms. A successful candidate will act like “employee #2” at a fast-moving startup and think like a “Growth CTO” for an established industry leader.

Essential Job Functions:

• Responsible for activities related to the design and development of our products and applications
• Deeply understand our business and collaborate across the organization to identify and prioritize technology, process and experience initiatives that will drive results
• Provide strategic direction across all functions to support the product environment, and facilitate the cross-functional squad in the execution of these initiatives
• Prepare, manage, and maintain documentation of current business processes, the implementation of internal processes, and measure KPI’s.
• Build and continuously refine the product roadmap in close collaboration with business stakeholders.
• Collaboratively define and document functional and technical requirements and specifications, business processes, workflows, and reporting output
• Regularly collaborate and seek input from internal and external users, to identifying gaps and opportunities related to current processes
• Organize technical projects from beginning to end; identify and prioritize actionable steps
• Manage a portfolio of integration activities from prioritization, planning to execution
• Developing repeatable processes that accelerate execution and ensure timely communication of new releases
• Other duties requested and assigned by Manager

Required Knowledge, Skills, and Abilities:

• Bachelor’s degree required, preferably in Product, Technology, or Business Administration
• At least five years’ experience in Product and Technology
• Experience in managing simultaneous complex projects from inception to successful completion.
• Experience with building, managing & maintaining API, SQL & Apex
• Experience with Agile project management framework
• Product Management Certifications preferred

Working Conditions: Professional office environment. Working inside. Standing and sitting. Will be assigned to a workstation.

Application Deadline: The initial deadline for applications is 10/15/2026. 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.

Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors’ incentive compensation programs.

Base Pay Range

$125,000—$145,000 USD

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.

Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.

If you need an accommodation during the application or hiring process, please email PeopleTeam@merceradvisors.com. This inbox is for accommodation requests only.

For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights.

If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here.

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