Senior Manager, Wealth Solutions Strategy and Analytics

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Mercer Advisors

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 1985

💳 Fintech

💸 Finance

👥 B2C

Fintech • Finance • B2C

Mercer Advisors is a comprehensive financial advisory firm that focuses on simplifying and amplifying clients' financial lives. They offer a family office-style service, providing a unified team of financial planners, investors, accountants, and estate specialists who tailor financial plans to individual needs. With over 40 years of experience, the firm emphasizes personalized, fiduciary-focused service without compromising on institutional-grade portfolio management, making it accessible for families and individuals seeking to enhance their financial future.

📋 Description

• 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.

🎯 Requirements

• Bachelor's degree required; concentration in finance, economics, business, mathematics, or a related analytical field preferred. • 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; 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. • 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.

🏖️ Benefits

• 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