Sr. Director, Product Management, UHNW Platform

About this role

Why Work at Mercer Advisors?

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 once reserved for only the wealthiest households.

Today, we serve over 31,300 families across 90+ 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 here .

Job Summary:

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.

Essential Job Functions for this role include:

Product strategy, discovery, and client experience ownership

• 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

Product definition and solution 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

Roadmap management and delivery execution

• 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

Cross-functional leadership and platform stewardship

• 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

Knowledge, Skills, and Abilities:

• 10+ years of experience in product management, platform strategy, or related roles

• Experience with UHNW or family office environments

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