Senior Product Manager – Estate Planning

Mercer Advisors

. Lead the estate planning product squad .

Posted 11/5/2026full-timeRemote • United StatesSenior💰 $136,000 - $160,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in leading product management for estate planning, focusing on AI integration, compliance, and cross-functional collaboration. Capable of defining success metrics and managing relationships with development partners to drive business outcomes.

Highest-signal resume keywords

Product ManagementAI IntegrationCross-Functional LeadershipCompliance and AccuracyData Fluency

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Product DevelopmentSuccess Metrics DefinitionAI EvaluationEngineering RequirementsData AnalysisWorkflow ImprovementAutomation StrategyEstate Planning ProcessHuman-in-the-Loop DesignBusiness Metric Measurement

Soft Skills

Strong CommunicationClient-Obsessed ApproachBias Toward ActionComfort with AmbiguityLeadership

Tools & Technologies

Mercer Advisors PlatformDevelopment Partner ManagementDashboards

Industry Keywords

Estate PlanningLegalTrustWealth ManagementCompliance

About the role

Key responsibilities & impact

Lead the estate planning product squad
Own the estate planning roadmap across the eleven-step process from information gathering to signed documents and ongoing plan updates
Drive product development with engineering, design, data, and the development partner
Make decisions on product scope, sequencing, tradeoffs, and release readiness
Define success metrics, beginning with cycle time from intake to signed documents
Lead squad planning, demos, and retrospectives
Identify where AI can make estate planning faster, clearer, and more accurate
Decide what to automate and where strategists, attorneys, and paralegals remain involved
Own AI evaluations and accuracy measurement
Partner with Security, Compliance, and Legal to protect privileged and sensitive family information
Improve workflow visibility for strategists, attorneys, paralegals, advisors, and clients
Use shared Mercer Advisors platform capabilities rather than one-off tools
Set priorities and requirements for the development partner
Manage the development partner relationship, track delivery, surface risks, and recommend solutions when work slips
Co-own business outcomes with Estate Planning leadership

Requirements

What you’ll need

5+ years in product management
Shipped products that moved a business metric and can explain measurement
Used AI to solve a real business problem in production
Shipped in a domain where accuracy and compliance matter
Led a cross-functional squad spanning engineering, design, and data
Directed an external development partner
Ability to turn complex, multi-step business processes into buildable engineering requirements
Experience with LLM evaluation and human-in-the-loop design, including building and running an eval set
Data fluency: define metrics, read dashboards, and perform independent analysis
Strong communication with engineers, strategists, and attorneys
Bias toward action without compromising quality
Comfortable with ambiguity and change in a live operating business
Client-obsessed approach
Experience in estate planning, legal, trust, or wealth management is a plus, not a requirement
Availability Monday through Friday, 8AM to 5PM, with occasional early or late hours

Benefits

Comp & perks

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 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)
Adoption Assistance Reimbursement Program
Company Paid Concierge Services for caring needs
401(k) Retirement Plan with Traditional and Roth plans, per-pay-period match, and after-tax option
Pet Insurance
Personalized financial planning and guidance at preferred employee pricing
Incentive compensation eligibility
Basic technology provided for position requirements