Senior Product Manager - Estate Planning

The posting, as Mercer Advisors wrote it

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 42,800+ families across 110+ 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

Estate planning is how families protect what they've built and pass it on. It's a core part of the family office Mercer Advisors delivers, and we're rebuilding how we deliver it with AI. We need someone who makes sure that work lands.

You'll lead the estate planning squad. You own the product and drive the build, side by side with engineering, design, data, and our development partner. This is a high-visibility initiative with direct executive sponsorship.

This role owns four things: the estate planning roadmap across our eleven-step process; the quality and accuracy of the AI behind it; workflow visibility, so everyone can see where a family's plan stands; and the day-to-day relationship with our development partners.

You'll work hand in hand with Estate Planning leadership and co-own the business outcomes. You carry real authority over what the squad builds, in what order, and when it's ready to ship.

Essential Job Functions for this role include

Estate Planning Roadmap

• Own the roadmap from discovery through delivery, covering the full journey from gathering information to signed documents and ongoing plan updates.
• Make the calls on scope, sequencing, and tradeoffs with clarity and speed. If something doesn't earn its place, it waits.
• Define success metrics, starting with cycle time from intake to signed documents.
• Lead the squad's planning, demos, and retros, and make them worth the calendar time: tight, outcome-focused, and followed through.

AI Quality and Trust

• Find wher

[…]
nrolled 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) to provide time for recovery, baby bonding, and enjoying your family time.
• Adoption Assistance Reimbursement Program
• Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.
• 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option
• Pet Insurance
• Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing

We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.

Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.

If you need an accommodation during the application or hiring process, please email PeopleTeam@merceradvisors.com . This inbox is for accommodation requests only.

For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights .

If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here .
CCPA Notice at Collection

If you are a resident of Washington State, learn more about your rights under the Washington Fair Chance Act here .