Sr. Director, Product Management, UHNW Platform

Role Description

We are seeking a Sr. Director, Product Management, UHNW Platform to lead the strategy and evolution of the platform supporting Mercer Advisor’s Regis Group—our integrated offering designed to serve ultra-high-net-worth (UHNW) clients with complex, family office–level needs.

• End-to-end responsibility for the product strategy, client and advisor experience, and technology roadmap for the Regis platform.
• Define how the platform—spanning people, process, and technology—should evolve to support a highly differentiated client segment.
• Translate complex business needs into clear product direction, well-architected workflows, and actionable requirements.
• Engage directly with stakeholders across the organization—observing workflows, identifying friction points, and synthesizing inputs into clear problem definitions and scalable platform solutions.
• Develop a deep understanding of how advisors, investment professionals, tax specialists, estate planning strategists, and operational teams work in practice.
• Thrive in complexity, bring structure to ambiguity, and balance strategic vision with disciplined execution.

Qualifications

• 10+ years of experience in product management, platform strategy, or related roles.
• Experience with UHNW or family office environments.
• Proven experience leading complex, multi-system platform initiatives in cross-functional environments.
• Demonstrated ability to operate across both strategic planning and hands-on execution.
• Strong experience in product discovery, workflow design, and requirements definition.
• Track record of translating complex business needs into well-designed product solutions.
• Excellent communication and stakeholder management skills, with the ability to influence without direct authority.
• Strong analytical and problem-solving capabilities, with comfort operating in ambiguous environments.
• Bachelor’s degree required.

Requirements

• Translate Regis Ultra High Net Worth and Family Office business needs into clear product requirements, user stories, and process flows.
• Lead product discovery and solution design to ensure the right problems are being solved.
• Partner with engineering and architecture teams to design solutions that are scalable, maintainable, and aligned to long-term platform goals.
• Ensure consistency and integration across a multi-system platform ecosystem.
• Define and manage a prioritized product roadmap, balancing business impact, user needs, technical constraints, and dependencies.
• Align roadmap decisions with strategic objectives while operating within budget and resource constraints.
• Serve as the central point of alignment across Product, Technology, Operations, Investments, Compliance, and external partners.
• Facilitate decision-making across competing priorities, trade-offs, and sequencing considerations.

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 for you and your loved ones.
• 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match.
• Pet Insurance.
• Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing.