Scan your resume against ATS criteria for this Sr. Director, Product Management, UHNW Platform role at Merceradvisors.
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 reserved for 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 https://www.barrons.com/advisor/report/top-financial-advisors/ria?page=1& here.
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.
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
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
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
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
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
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
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
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.
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.
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 of Mercer Advisors’ incentive compensation programs.
Base Pay Range $190,000—$210,000 USD
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
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 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
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 mailto:[email protected] [email protected]. _
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Benefits:**
How to apply for Sr. Director, Product Management, UHNW Platform at Merceradvisors?
Click the "Apply on Company Website" button on this page to submit your application directly on the employer's official portal.
What is the salary for this role?
The salary for this role is $70 per annum.
What experience is required?
40+ years of experience is required.
Is this position still open?
Yes, currently active and accepting applications.
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