Vice President of Product, Advisor Experience

The role

The Vice President of Product, Advisor Experience defines and builds the roadmap for the advisor experience. This person owns the advisor experience end to end, managing roadmaps for the Aspen platform and Mercer Advisors-specific differentiators.

What you will do

• Define the advisor experience vision and roadmap
• Own the Advisory Experience roadmap including routines, dashboards, and Platform NPS
• Manage the Avantos partnership and joint roadmap
• Build the internal roadmap for Mercer Advisors differentiation including AI-enabled workflows
• Reduce clicks and handoffs on routine advisor tasks
• Define, measure, and explain Advisor NPS
• Lead a cross-functional team of product managers, designers, engineers, data, BI, and enablement professionals
• Partner with the Client Team to prioritize the roadmap
• Work with advisors, relationship managers, and clients to understand problems

Required qualifications

• 12+ years in product management
• 5+ years leading product teams
• Track record of managing strategic vendor or platform partnerships
• Strong command of data
• Comfort with AI-enabled product work
• Proven ability to build and run intake and prioritization
• Strong cross-functional relationship builder
• Proactive communicator
• Willingness to disagree and commit

Nice to have

• Experience with Salesforce, Orion, or Avantos-style workflow platforms
• Experience in an RIA, a custodian, or an advisor-facing product at scale

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 integrate financial planning, investment management, business management, tax, estate, insurance, and more for more than 40 years. It is an independent fiduciary ranked #1 RIA Firm in the nation by Barron’s for two consecutive years.