Product Manager, Investment Platform

Mercer Advisors

Product Manager driving Mercer’s fast-growing Investment Platform team. Collaborating across domains including Trading, Billing, and Cash Management.

Posted 6/12/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSenior💰 $110,000 - $125,000 per yearWebsite

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Hard Skills

Product ManagementTechnologyOperationsProblem SolvingChange ManagementBusiness Process DocumentationWorkflow ManagementIntegration ActivitiesUser Experience ImprovementStrategic Planning

Soft Skills

CollaborationCommunicationOwnershipAccountabilityAdaptabilityOrganizational SkillsStakeholder EngagementIndependent LearningPrioritizationCross-Functional Leadership

Tools & Technologies

Portfolio Management SystemsClient Reporting ToolsBilling PlatformsInvestment PlatformsProduct Support SystemsReporting OutputsEnhancement Activities ManagementBusiness Strategy ToolsDocumentation ToolsChange Adoption Platforms

Industry Keywords

Financial ServicesInvestmentClient ReportingCash ManagementTradingOperational QualityProduct StrategyBusiness ImpactStrategic AlignmentUser Experience

About the role

Key responsibilities & impact

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.

Requirements

What you’ll need

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.

Benefits

Comp & perks

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) 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