Head of Advisor Experience & Platform Strategy

OpenKrill

United States

À distance

USD 180 000 - 280 000

Plein temps

Il y a 5 jours
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Résumé du poste

Mercer Advisors is seeking a senior product leader to own the advisor experience end to end. You will define what a great day looks like for an advisor, build the roadmap, and manage partnerships with Avantos and the Mercer platform team.

You will own the differentiation strategy for Aspen, including AI-enabled workflows and security views, and drive measurable improvements in advisor productivity and client outcomes.

Qualifications

  • 12+ years in product management, with 5+ years leading product teams.
  • Proven track record managing strategic vendor or platform partnerships.
  • Empathy for operators; can observe work and identify the root problem behind requests.
  • Strong data governance; baseline metrics and data-driven decisions for adoption.

Responsabilités

  • Define the advisor experience roadmap and scale it across platforms.
  • Own joint roadmaps with Avantos and Mercer Advisors; align priorities and dependencies.
  • Lead internal ownership of Aspen differentiation including AI-enabled workflows and security views.
  • Drive outcomes with Advisor NPS and dashboards, measuring productivity and capacity improvements.

Connaissances

Product management leadership
Vendor & partner management
Data-driven decision making
AI-enabled product governance
Cross-functional collaboration
Advisor experience optimization

Formation

Bachelor’s degree in business or related field
MBA preferred

Outils

Salesforce
Orion
Avantos‑style workflows

Description du poste

Mercer Advisors is seeking a senior product leader to own the advisor experience end to end. You will define what a great day looks like for an advisor, build the roadmap, and manage partnerships with Avantos and the Mercer platform team.

You will own the differentiation strategy for Aspen, including AI-enabled workflows and security views, and drive measurable improvements in advisor productivity and client outcomes.

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