Note: The job is a remote job and is open to candidates in USA. Mercer Advisors is a wealth management firm providing integrated financial planning, investment management, tax, estate, insurance, and related services. The Senior Manager will analyze client, revenue, and operational data; build models; and translate insights into recommendations that improve growth, retention, advisor productivity, client experience, and operational effectiveness. The role will also lead strategic initiatives and present findings to senior leadership.
Responsibilities
- Analyze client segmentation and revenue data to identify trends, inform growth strategy, and uncover opportunities to deepen relationships and improve retention across the Wealth Solutions client base
- Analyze operational data — including team capacity, workload distribution, wait times, and demand trends — to identify patterns, surface actionable insights, and develop recommendations that drive continuous improvement across the Wealth Solutions organization
- Build and maintain models that track key operational and capacity metrics, support workforce planning and resource allocation, and measure the effectiveness of strategic initiatives
- Partner with leaders across Wealth Solutions, Finance, and the Business Intelligence team to translate business questions into analytical frameworks and clear, concise outputs
- Develop and present crisp, well-structured analyses and recommendations to senior leadership — turning complex data into a compelling narrative
- Monitor client retention, revenue trends, and operational performance metrics; proactively flag risks and opportunities with supporting analysis
- Support the design and evaluation of initiatives aimed at improving advisor productivity, client experience, and revenue growth
- Collaborate with the BI team to leverage existing data infrastructure, and identify gaps where new data sources or reporting tools would enhance decision-making
- Contribute to special projects and strategic initiatives as directed by senior leadership, with the ability to move quickly and adapt to evolving priorities
Skills
- Bachelor's degree required
- 2-4 years of experience in a rigorous, analytical environment — private equity, investment banking, management consulting, or a strategy/analytics function at a high-growth company
- Strong financial and analytical modeling skills; comfort building models from scratch and stress-testing assumptions
- Ability to synthesize large and complex data sets into clear, actionable insights and recommendations — not just reporting what happened, but explaining why and what to do about it
- Excellent written and verbal communication skills; able to present analysis to senior audiences in a structured, confident, and concise manner
- Proficiency in Excel and PowerPoint required
- High attention to detail, strong organizational skills, and the ability to manage multiple workstreams simultaneously in a fast-paced environment
- Intellectual curiosity, a low ego, and a genuine interest in understanding how a wealth management business operates and creates value for clients
- Comfort working in a collaborative, team-oriented environment with a bias toward action and continuous improvement
- Availability during standard business hours of Monday through Friday from 8AM to 5PM
- This role involves routine sitting and standing for periods of time. No heavy lifting over 10 lbs
- Travel may be necessary
- Concentration in finance, economics, business, mathematics, or a related analytical field preferred
- Comfort leveraging AI tools to accelerate research, analysis, and synthesis is a differentiating asset
- Experience with SQL, Python, or data visualization tools (e.g., Power BI, Tableau) a plus but not required
Benefits
- This position is also eligible to earn incentive compensation through one of Mercer Advisors’ incentive compensation programs.
- 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
- With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.
- Basic technology needs will be provided to satisfy position requirements.
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