Vice President of Product – Advisor Experience

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

📋 Description

• Define a successful day for advisors and take ownership of the Advisory Experience roadmap.

• Manage roadmaps that include routines and huddles, dashboards, accumulation and share of wallet, action plans, team configuration and staffing, as well as Platform NPS.

• Conduct structured intake, assess work using T-shirt sizing, communicate trade-offs, and prioritize requests.

• Act as the internal representative for Mercer Advisors in relation to the Avantos partnership.

• Ensure accountability from Avantos and represent Mercer Advisors in roadmap discussions.

• Develop and manage a collaborative roadmap with Avantos, incorporating shared priorities, dependencies, and steering committees.

• Make decisions regarding what to build, purchase, or partner on.

• Construct the internal roadmap for Mercer Advisors' differentiation in Aspen, focusing on AI-enabled workflows, permissions, field-level security, and advisor performance and compensation views.

• Minimize clicks and handoffs across Aspen, Client Portal, Relationship Expansion, and Investment Platform.

• Provide a consistent advisor experience across Aspen, Salesforce, Orion, and Box.

• Define, measure, and articulate Advisor NPS.

• Lead the measurement of client and advisor outcomes, establish baselines within 90 days, and launch a live dashboard.

• Require impact hypotheses prior to builds and measurement plans before launches.

• Monitor adoption, assess results, and learn from outcomes.

• Collaborate directly with advisors, relationship managers, and clients in actual meetings.

• Partner with the Client Team to prioritize the roadmap and deliver significant impact.

• Lead a cross-functional team of product managers, designers, engineers, data, BI, and enablement professionals.

• Mentor product managers to define strategy and cultivate a culture of transparency, accountability, and learning.

⛳️ Requirements

• Over 12 years of experience in product management, with at least 5 years in a leadership role; senior director candidates may have 8+ years with 3+ years of leadership experience.

• Ideally experienced in a workflow-focused product for internal or professional users.

• Proven history of managing strategic vendor or platform partnerships and developing joint roadmaps.

• Strong empathy for operators and the ability to observe advisors in action to identify core issues.

• Excellent command of data, including establishing and baselining metrics to inform decision-making.

• Comfortable working with AI-enabled product initiatives, governance, adoption, and measuring productivity improvements.

• Demonstrated capability to establish and manage intake and prioritization processes.

• Strong skills in building cross-functional relationships.

• Proactive communicator with the ability to identify problems and propose solutions.

• Willingness to express differing opinions while committing to team decisions.

• Familiarity with Salesforce, Orion, or Avantos-style workflow platforms is advantageous but not mandatory.

• Experience in an RIA, custodian, or large-scale advisor-facing product is a plus, though not required.

• Availability Monday to Friday, 8 AM to 5 PM, with occasional early or late hours.

• Capability to work in a professional office setting or a dedicated home office workspace.

🏝️ 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 program for vacations and sick days.

• Employee Assistance Plan.

• Family Medical Leave.

• Paid Parental Leave (8 weeks).

• Maternity benefits using company-paid STD, any supplemental STD, along with Parental Leave (8 weeks).

• Adoption Assistance Reimbursement Program.

• Company Paid Concierge Services for you and your family.

• 401(k) Retirement Plan with Traditional and Roth options, per-pay-period match, and after-tax option.

• Pet Insurance.

• Personalized financial planning and guidance from Mercer Advisors professionals at preferential employee pricing.