Director, Platform Programs

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

We're rebuilding how the Platform organization operates at Mercer Advisors — and we need someone who makes sure that transformation actually lands. This is not a coordinator role. This is not a status-tracker. This is the operating nerve center of a modern Platform org, and you'll own the systems, cadences, and discipline that determine whether we ship the right things, in the right order, at the right speed.

This role owns four things at a high level: roadmap planning and management; the end-to-end development process from intake through delivery; execution across the Platform org; and a set of shared platform utilities — including budget and resource tracking, platform metrics, vendor coordination, and serving as the primary conduit between the Platform org and central functions like compliance, legal, finance, and BI.

You'll work directly with and on behalf of the Chief Platform Officer. You give leadership clear visibility into what's on track, what's at risk, and what needs a decision. You raise unblockers before they become blockers. You carry real authority across engineering, product, and data to define how work gets done and hold the org to it. When people ask what the Platform org committed to this quarter and how we're doing against it — your answer will be the answer.

Essential Job Functions

• Roadmap Planning and Management
• Own and facilitate the quarterly and annual roadmap planning process — connecting business goals to squad capacity to committed delivery. Keep the rhythm co

[…]
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.

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