[Hiring] Senior Product Manager @Mercer Advisors

Role Description

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.
• 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.

Qualifications

• 5+ years in product management.
• Experience using AI to solve a real business problem in production.
• Experience shipping in a domain where accuracy and compliance matter.
• Led a cross-functional squad (engineering, design, data) and directed an external development partner.
• Ability to turn a complex, multi-step business process into requirements an engineer can build from.
• Experience with LLM evaluation and human-in-the-loop design.
• Data fluency: ability to define metrics, read dashboards, and make decisions from data.
• Strong communicator.
• Bias toward action, without cutting corners on quality.
• Comfortable with ambiguity and change inside a live operating business.
• Client-obsessed: starts with the needs of clients, advisors, and estate planning professionals and works backward.
• Experience in estate planning, legal, trust, or wealth management a plus, not a requirement.

Requirements

• 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.
• Define success metrics, starting with cycle time from intake to signed documents.
• Lead the squad's planning, demos, and retros, making them worth the calendar time.
• Find where AI makes estate planning faster, clearer, and more accurate.
• Decide what to automate next and where strategists, attorneys, and paralegals stay in the loop.
• Own the evaluations of AI capabilities.
• Partner with Security, Compliance, and Legal to protect attorney-client privileged information.
• Make estate planning work visible for all stakeholders.
• Set the priorities and requirements for our development partner.
• Own the relationship with the development partner day to day.

Benefits

• 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.
• 401(k) Retirement Plan with both Traditional and Roth plans.
• Pet Insurance.
• Personalized financial planning and guidance from Mercer Advisors professionals.