Senior Product Manager - Estate Planning

The role

You will lead the estate planning squad to rebuild how the company delivers estate planning using AI. You will own the product roadmap, AI quality, workflow visibility, and the relationship with development partners.

What you will do

• Own the estate planning roadmap from discovery through delivery
• Make decisions on scope, sequencing, and tradeoffs
• Define success metrics including cycle time
• Lead the squad's planning, demos, and retros
• Identify where AI can make estate planning faster, clearer, and more accurate
• Decide what to automate and where humans stay in the loop
• Own AI evaluations
• Partner with Security, Compliance, and Legal to protect data
• Build workflow visibility for strategists, attorneys, paralegals, advisors, and clients
• Set priorities and requirements for the development partner

Required qualifications

• 5+ years in product management
• Experience shipping products that moved a business number
• Experience using AI to solve a real business problem in production
• Experience shipping in a domain where accuracy and compliance matter
• Experience leading a cross-functional squad (engineering, design, data)
• Experience directing an external development partner
• Ability to turn complex business processes into engineering requirements
• Experience with LLM evaluation and human-in-the-loop design
• Data fluency to define metrics and read dashboards
• Strong communicator
• Bias toward action
• Comfortable with ambiguity and change

Nice to have

• Experience in estate planning, legal, trust, or wealth management

Benefits

• 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
• Kaiser Medical plans available in California
• Health Savings Account (HSA) with company contributions
• Two comprehensive Dental Plans
• Vision Insurance Plan
• Dependent Care Savings Account
• 14 Company Paid Holidays including a full week off at Thanksgiving
• Generous paid time off program for vacation and sick days
• Employee Assistance Plan

About the company

Mercer Advisors has been helping families for more than 40 years by integrating financial planning, investment management, tax, estate, and more. It is an independent fiduciary ranked #1 RIA Firm in the nation by Barron’s for two consecutive years.