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San Francisco, California, United States
Remote only
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 42,800+ families across 110+ 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.
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Job Summary: |
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We're looking for a Director of Product Management to own the end-to-end tax experience for clients, tax managers, and advisors at Mercer Advisors, using AI-powered technology for tax preparation and tax planning. You'll own the product vision, strategy, and execution. Tax is a core part of the family office Mercer Advisors delivers to clients. You'll be a key member of our tax service transformation, translating business needs into product capabilities that drive measurable impact for clients, tax managers, and advisors. This is a fully remote position with a strong preference for candidates in the San Francisco bay area. |
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Essential Job Functions for this role include: |
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Lead the Product • Own the tax product roadmap from discovery through delivery, covering the full client journey from document intake to filed return and tax planning • Lead transformational change while our teams continue to deliver high-quality tax services to clients
Lead a Cross-Functional Pod • Partner daily with engineering, design, data, and tax leadership • Run agile ceremonies and ensure your pod has what they need to deliver • Coordinate across Technology, Tax, Wealth Management, and Operations teams • Manage relationships with external partners, including tax preparation software vendors
Shape the AI-Powered Tax Transformation • Set direction for a suite of AI agents that work alongside our tax preparation software • Decide what to automate next and where tax managers stay in the loop • Own a rigorous eval process to measure accuracy and quality of AI outputs • Use AI to make yourself and your team more effective at building
Integrate Tax into the Whole • Make our AI-powered tax solution a first-class member of the Mercer Advisors technology stack • Ensure clients and advisors experience tax as part of one connected family office, not a separate tool • Build on shared Mercer Advisors platform capabilities instead of standing up one-off tax tools • Partner with security and compliance to protect sensitive client tax data
Drive Outcomes • Raise the bar on our product culture of delivering impact, not features • Define success metrics and track progress against them • Continuously improve based on usage data and feedback from tax managers, advisors, and clients • Communicate results, impact, and decisions to stakeholders and executive leadership |
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Knowledge, Skills, and Abilities: |
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Experience • 7+ years in product management, with a track record of delivering measurable impact • Track record of using AI to solve real business problems • Experience shipping products in domains where accuracy and compliance matter • Experience working in or leading cross-functional pods (engineering, design, data)
Skills • Strong ability to translate complex business processes into clear product requirements • Familiarity with LLM evaluation and human-in-the-loop design • Data fluency: you can define metrics, interpret dashboards, and make decisions from data • Excellent communication across technical and non-technical audiences
Mindset • Bias toward action while delivering great products • Comfortable with ambiguity and leading change in a live operating business • User-obsessed: you start with the needs of clients, tax managers, and advisors and work backward |
Location: This is a fully remote position with a strong preference for candidates in San Francisco, CA.
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Work Schedule: |
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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. |
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Working Conditions: |
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This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs.
Application Deadline: The initial deadline for applications is 11/1/2026. Applications submitted after this date may still be considered on a rolling basis until the position/program is filled. We encourage all interested candidates to apply as early as possible. If a final decision has not been made by the initial deadline, subsequent applications will be reviewed as they are received.
#LI-Remote |
Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors’ incentive compensation programs.
Benefits:
Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:
We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.
Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.
If you need an accommodation during the application or hiring process, please email PeopleTeam@merceradvisors.com. This inbox is for accommodation requests only.
For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights.
If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here.
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