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Posted: 10/21/2026Vice President of Product – Advisor Experience
Mercer AdvisorsCore Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in product management with a focus on building and executing strategic roadmaps, managing cross-functional teams, and leveraging data for decision-making. Proficient in enhancing advisor experiences through AI-enabled workflows and effective stakeholder communication.
Highest-signal resume keywords
Product ManagementCross-Functional Team LeadershipData-Driven Decision MakingAI-Enabled Product DevelopmentVendor Partnership Management
About the role
Key responsibilities & impact- Define what a great day looks like for an advisor and own the Advisory Experience roadmap
- Own roadmaps covering routines and huddles, dashboards, accumulation and share of wallet, action plans, team configuration and staffing, and Platform NPS
- Run structured intake, size work with T-shirt sizing, communicate trade-offs, and prioritize requests
- Serve as Mercer Advisors' internal owner for the Avantos relationship
- Hold Avantos accountable and represent Mercer Advisors in roadmap conversations
- Create and run a joint roadmap with Avantos, including shared priorities, dependencies, and steering committees
- Decide what to build, buy, or partner on
- Build the internal roadmap for Mercer Advisors differentiation in Aspen, including AI-enabled workflows, permissions and field-level security, and advisor performance and compensation views
- Reduce clicks and handoffs across Aspen, Client Portal, Relationship Expansion, and Investment Platform
- Deliver a consistent advisor experience across Aspen, Salesforce, Orion, and Box
- Define, measure, and explain Advisor NPS
- Lead measurement of client and advisor outcomes, baseline them within 90 days, and launch a live dashboard
- Require impact hypotheses before builds and measurement plans before launches
- Track adoption, evaluate results, and learn from outcomes
- Work directly with advisors, relationship managers, and clients in real-world meetings
- Partner with Client Team to prioritize the roadmap and deliver high-value impact
- Lead a cross-functional team of product managers, designers, engineers, data, BI, and enablement professionals
- Coach product managers to shape strategy and build a culture of candor, follow-through, and learning
Requirements
What you’ll need- 12+ years in product management, with 5+ years leading product teams; senior director candidates may have 8+ years with 3+ years of leadership
- Experience ideally in a workflow-heavy product for internal or professional users
- Track record of managing strategic vendor or platform partnerships and shaping joint roadmaps
- Empathy for operators and ability to observe advisors at work to identify underlying problems
- Strong command of data, including setting and baselining metrics for decision-making
- Comfort with AI-enabled product work, governance, adoption, and measuring productivity gains
- Proven ability to build and run intake and prioritization processes
- Strong cross-functional relationship-building skills
- Proactive communication and ability to surface problems with recommended paths forward
- Willingness to disagree and commit
- Experience with Salesforce, Orion, or Avantos-style workflow platforms is a plus, not a requirement
- Experience in an RIA, custodian, or advisor-facing product at scale is a plus, not a requirement
- Availability Monday through Friday, 8AM to 5PM, with occasional early or late hours
- Ability to work in a professional office environment or dedicated home office workspace
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 you and your loved ones
- 401(k) Retirement Plan with Traditional and Roth plans, per-pay-period match, and after-tax option
- Pet Insurance
- Personalized financial planning and guidance from Mercer Advisors professionals at preferred employee pricing
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Roadmap DevelopmentIntake and Prioritization ProcessesMetrics Baseline SettingWorkflow ManagementAdvisor Experience Design
Soft Skills
Proactive CommunicationEmpathy for OperatorsRelationship BuildingProblem-SolvingCoaching and Mentoring
Tools & Technologies
SalesforceOrionAvantosClient PortalAspen
Industry Keywords
RIACustodianAdvisor-Facing ProductProfessional UsersWorkflow Platforms