Product Manager, Investment Platform

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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: The Product Manager, Investment Platform will play a pivotal role in driving the success of Mercer's fast-growing Investment Platform team. This role spans multiple domains including Trading, Billing, Cash Management, Client Reporting, Investment Proposal, and Operational quality and scale. The ideal candidate will be a highly adaptable problem solver and strategic thinker who thrives in a collaborative environment and is comfortable operating across both high-level strategy and execution-level detail. This role requires substantial cross-functional collaboration with internal stakeholders including Wealth Management, Investment Operations, Portfolio Management, Portfolio Consulting, Compliance, Product and Development teams, as well as external vendors and leadership. The Product Manager will be responsible for delivering measurable improvements across Mercer's internal applications and third-party vendor platforms which comprise its Investment Platform, while also supporting the Product Support team on escalated issues. Essential Job Functions for this role include: - Partner with internal teams to identify, prioritize, and deliver enhancements across multiple domains: Trading, Billing, Cash Management, Client Reporting, Investment Proposal, and Operational quality and scale. - Collaborate with diverse technical and non-technical stakeholders to define, document and execute product strategies and roadmaps. - Lead cross-functional initiatives, including but not limited to new investment product launches, to improve user experience for internal teams and clients. - Support escalated issues from the Product Support team, ensuring timely resolution and effective communication. - Drive change management and adoption of new features and processes across platforms and teams. - Rationalize and articulate priorities based on business impact and strategic alignment. - Operate with a strong sense of ownership and accountability for outcomes. - Continuously learn and adapt to evolving business needs and technology landscapes. - Document and refine business processes, workflows, and reporting outputs. - Manage a portfolio of integration and enhancement activities from planning to execution. Knowledge, Skills, and Abilities: - Bachelor's degree required, preferably in Product, Technology, Operations, or Business Administration. - 5+ years of experience in Product Management, Technology, or Operations. - Demonstrated ability to learn quickly and solve problems independently. - Strong collaboration skills with diverse stakeholders. - Excellent written and verbal communication skills. - Proven ability to operate effectively across strategic and tactical levels. - Experience in financial services or investment platforms is a plus. - Familiarity with portfolio management systems, client reporting tools, and billing platforms is preferred. - Strong organizational skills and ability to manage multiple priorities. Work Schedule: This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs. All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period. Working Conditions: This position may be in a professional office environment or a dedicated home office workspace

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