Director, Strategy and Analytics – Wealth Solutions

🕒 July 23

🇺🇸 United States – Remote

💵 $150k - $180k / year

⏰ Full Time

🔴 Lead

🧐 Strategy

👻 Ghost score 25%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Mercer Advisors

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 1985

🛡️ Insurance

💼 Consulting

💳 Fintech

Insurance • Consulting • Fintech

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 • 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

🎯 Requirements

• 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

🏖️ 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) • 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