Head of Investment Products

Lead the strategic direction and execution of Mercury's investment products for both business and personal customers. This executive role involves serving as President of Mercury Advisory (RIA) and CEO of an introducing broker-dealer, overseeing investment strategy, regulatory compliance, and product development.

• Set direction for investment products across business and personal offerings
• Serve as President of Mercury Advisory (RIA) and accountable leader for investment strategy
• Act as CEO of introducing broker-dealer, overseeing governance and operations
• Make senior decisions on regulatory and business risk matters
• Foster relationships with custodians, fund managers, and vendors
• Build a culture of analytical rigor and regulatory integrity