Director, Strategy and Analytics – Wealth Solutions

🕒 vor 3 Monaten

🇺🇸 Vereinigte Staaten – Remote

💵 $150.000 - $180.000 / Jahr

⏰ Vollzeit

🔴 Experte

🧐 Strategie

👻 Geisterscore 28%

Was es bedeutet: wie wahrscheinlich diese Stelle offen bleibt, ohne dass aktiv eingestellt wird.So liest du es: 60 % oder höher heißt, wir halten das für einen Geisterjob. Niedrigere Werte sind weniger bedenklich.Wie wir werten: Dauer offen, Neuveröffentlichungen, offene Stellen vs Teamgröße, wie schnell Stellen geschlossen werden, und ob ein Gehalt angegeben ist.Hinweis: eine Schätzung aus öffentlichen Daten, kein Urteil über das Unternehmen. Echte Stellen können hoch punkten, nutze es also als Hinweis, nicht als Fakt.

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Mercer Advisors

WebsiteLinkedInAlle Stellen

501 - 1000 Mitarbeiter

Gegründet 1985

🛡️ Versicherung

💼 Beratung

💳 Fintech

Insurance • Consulting • Fintech

Mercer Advisors ist ein umfassendes Finanzberatungsunternehmen, das sich darauf konzentriert, das Finanzleben der Kunden zu vereinfachen und zu verbessern. Sie bieten einen Service im Stil eines Family Office und stellen ein einheitliches Team aus Finanzplanern, Anlegern, Buchhaltern und Nachlassspezialisten zur Verfügung, die Finanzpläne an individuelle Bedürfnisse anpassen. Mit über 40 Jahren Erfahrung legt das Unternehmen Wert auf personalisierten, treuhänderisch fokussierten Service, ohne Kompromisse bei der institutionellen Portfoliomanagement-Qualität einzugehen, und macht diese für Familien und Einzelpersonen zugänglich, die ihre finanzielle Zukunft verbessern möchten.

Beschreibung

• Analyze client segmentation and revenue data to identify trends, inform growth strategy, and uncover opportunities to deepen relationships and improve retention • Analyze operational data, including team capacity, workload distribution, wait times, and demand trends, to identify patterns and develop recommendations for continuous improvement • Build and maintain models tracking operational and capacity metrics, supporting workforce planning, resource allocation, and measurement of strategic initiatives • Create and lead systems that drive successful execution • Partner with leaders across Wealth Solutions, Finance, and Business Intelligence to translate business questions into analytical frameworks and clear outputs • Develop and present structured analyses and recommendations to senior leadership • Monitor client retention, revenue trends, and operational performance metrics; proactively flag risks and opportunities • Lead strategic initiatives from framing through execution to improve advisor productivity, client experience, and revenue growth • Collaborate with the BI team to leverage data infrastructure and identify gaps requiring new data sources or reporting tools • Contribute to special projects and strategic initiatives directed by senior leadership

🎯 Anforderungen

• Bachelor's degree required; concentration in finance, economics, business, mathematics, or a related analytical field preferred • 6+ years' experience, including 2+ years in a rigorous analytical environment such as private equity, investment banking, management consulting, or a strategy/analytics function at a high-growth company • Strong financial and analytical modeling skills; ability to build models from scratch and stress-test assumptions • Ability to synthesize large and complex data sets into clear, actionable insights and recommendations • Excellent written and verbal communication skills; ability to present analysis to senior audiences • Proficiency in Excel and PowerPoint required • Comfort leveraging AI tools for research, analysis, and synthesis is a differentiating asset • Experience with SQL, Python, or data visualization tools such as Power BI or Tableau is a plus but not required • High attention to detail and strong organizational skills • Ability to manage multiple workstreams simultaneously in a fast-paced environment • Intellectual curiosity and interest in how a wealth management business operates • Comfort working in a collaborative, team-oriented environment with a bias toward action and continuous improvement • Availability during standard business hours Monday through Friday, 8AM to 5PM; occasional early or late hours may be required • Dedicated home office workspace free of interruptions if working from home • Ability to travel as necessary

🏖️ Vorteile

• 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) • Adoption Assistance Reimbursement Program • Company Paid Concierge Services for caring needs • 401(k) Retirement Plan with Traditional and Roth plans, per-pay-period match, and after-tax option • Pet Insurance • Personalized financial planning and guidance at preferred employee pricing • Eligible for incentive compensation through one of Mercer Advisors’ incentive compensation programs • Basic technology needs will be provided