<div class="content-intro"><p> </p> <p><strong>Why Work at Mercer Advisors?</strong></p> <p>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.</p> <p>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.*</p> <p>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.</p> <p>Join us and help families amplify and simplify their financial lives with confidence.</p> <p><span style="font-size: 10pt;"><em>* 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 <a href="https://www.barrons.com/advisor/report/top-financial-advisors/ria?page=1&">here</a>.</em></span></p></div><p> </p> <table> <tbody> <tr> <td width="623"> <p><strong>Job Summary:</strong></p> </td> </tr> <tr> <td width="623"> <p>Mercer Advisors is a people business, and our advisors are the people. When an advisor has a great day, clients feel it. When an advisor spends that day on 20 clicks per task, status calls, and workarounds, clients feel that too. We're rebuilding how our Platform organization works — and we need someone who owns the advisor experience end to end.</p> <p>This is not a feature-owner role. This is the person who defines what a great day looks like for a Mercer Advisors advisor, then builds the roadmap, the partnerships, and the discipline to deliver it. Aspen is the backbone of how advisors work, and it's also where we hear the most friction: too many steps, unclear handoffs, and not enough lift in productivity or telemetry.</p> <p>You'll own two roadmaps. One is a joint roadmap with Avantos, our Aspen platform partner. The other is the Mercer Advisors-specific roadmap for what makes us different. You'll report to the Chief Platform Officer, work side by side with a named business lead from problem definition through launch, and be the single point of accountability for whether advisors get time back to spend with clients.</p> </td> </tr> </tbody> </table> <p> </p> <table> <tbody> <tr> <td width="623"> <p><strong>Essential Job Functions for this role include:</strong></p> </td> </tr> <tr> <td width="623"> <p><strong>ADVISOR EXPERIENCE VISION AND ROADMAP</strong></p> <p>Define what a great day looks like for an advisor, then work backward into product. Own the Advisory Experience roadmap — routines and huddles, dashboards, accumulation and share of wallet, action plans, team configuration and staffing, and Platform NPS.</p> <p>Make trade-offs visible. Run structured intake, size work with T-shirt sizing, and say no clearly when the answer is no. Business stakeholders should know how to submit a request, what happens next, and why something moved up or down.</p> <p><strong> </strong><strong>AVANTOS PARTNERSHIP AND JOINT ROADMAP</strong></p> <p>Serve as Mercer Advisors' named internal owner for the Avantos relationship. Hold the vendor accountable and represent our interests in their roadmap conversations.</p> <p>Create and run a joint roadmap with Avantos — shared priorities, clear dependencies, and regular steering committees. Decide with your team what we build, buy, or partner on, and know where Avantos product direction helps us and where we need to push.</p> <p><strong>MERCER ADVISORS DIFFERENTIATION IN ASPEN</strong></p> <p><strong> </strong>Build the internal roadmap for what makes us different, including AI-enabled workflows (Ask Aspen, meeting prep, recommended actions, custom skills), permissions and field-level security, and advisor performance and compensation views.</p> <p>Reduce clicks and handoffs on routine advisor tasks, starting with the highest-volume actions. Work with the Platform teams across Aspen, Client Portal, Relationship Expansion, and Investment Platform so advisors get one consistent experience across Aspen, Salesforce, Orion, and Box.</p> <p><strong> </strong><strong>OUTCOMES AND DATA</strong></p> <p>Make Advisor NPS real: define it, measure it, and explain what moves it.</p> <p>Lead the squad in measuring success through a shared set of client and advisor outcomes — such as client touchpoints, referrals, action plan coverage, advisor capacity and productivity, and team retention — baselined within 90 days and live on a dashboard.</p> <p>Require an impact hypothesis before every build and a measurement plan before every launch. Follow through to adoption, t