Director, Product Management – Advisor Experience

This is a fully remote position, open to applicants in United States.

📋 Description

• Take ownership of the Advisor Experience roadmap, guiding it from initial discovery to final delivery, encompassing NPS, advisor practice management, advisor transitions, and Aspen AI.

• Develop the Aspen and client portal integrations related to NPS reimagined, enabling advisors to receive and act on client feedback in real-time.

• Provide capacity and practice management tools that equip leaders with real-time insights into advisor capacity for growth, aligning advisor expertise with client needs.

• Make informed decisions regarding scope, sequencing, and trade-offs with clarity and efficiency.

• Create tools for identifying at-risk advisors and managing transitions to retain clients when an advisor departs or retires, whether planned or unplanned.

• Produce advisor playbooks that mitigate the risk of advisor departures and client attrition.

• Ensure NLC events are recorded, visible, and consistently addressed within Aspen, allowing us to learn from these occurrences and minimize their frequency.

• Oversee Aspen AI for the advisor experience, including meeting preparation, transcription, and follow-up, allowing advisors to reclaim their time.

• Leverage data and machine learning to identify the next appropriate steps for each advisor.

• Utilize AI to enhance the speed and effectiveness of yourself and the teams collaborating with you.

• Establish priorities and requirements for our development partners and other teams to align their work with.

• Collaborate daily with engineering, design, and data teams across these partners and groups to ensure timely delivery.

• Work alongside Business Intelligence on the dashboards related to client health, NPS, and transition monitoring.

• Manage relationships with our external development partners.

• Develop the product that drives the Client Excellence KPIs: Net Revenue Retention, Client NPS, Client health score, Advisor retention, Transition success, and NLC Rate.

• Collaborate with Wealth Operations & Experience, who are accountable for these outcomes, to convert product initiatives into tangible results.

• Continuously improve based on pilot feedback and actual usage.

⛳️ Requirements

• A minimum of 7 years in product management, preferably within financial services, wealth management, or B2B SaaS environments.

• Proven history of delivering products that integrate seamlessly into existing systems and workflows.

• Experience in leading cross-functional teams (engineering, design, data).

• Capability to manage multiple products simultaneously.

• Strong aptitude for translating complex business processes into straightforward product requirements.

• Familiarity with AI concepts and their practical applications in user-centric products.

• Data fluency: ability to define metrics, interpret dashboards, and derive decisions from data.

• Excellent communication skills, capable of engaging technical and non-technical audiences alike.

• Proactive approach to action, ensuring quality is never compromised.

• Comfortable navigating ambiguity and managing competing priorities.

• Advisor-focused mindset: begin with understanding advisor and client pain points and work backward from there.

🏝️ 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 plan options, 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 for those enrolled in either HDHP medical plan.

• Two comprehensive Dental Plans.

• Vision Insurance Plan.

• Dependent Care Savings Account for child and dependent care expenses.

• 14 Company Paid Holidays, including a full week off during Thanksgiving.

• Generous paid time off policy 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 allow for recovery, bonding with the baby, and family time.

• Adoption Assistance Reimbursement Program.

• Company Paid Concierge Services to assist you and your loved ones with various care needs, including aging parents and young children.

• 401(k) Retirement Plan offering both Traditional and Roth options, with matching contributions per pay period and an after-tax option.

• Pet Insurance.

• Personalized financial planning and guidance from Mercer Advisors professionals, available at preferred employee pricing.