Vice President, Client Data – Analytics

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🔥 0 minutes ago

🇺🇸 United States – Remote

💵 $191.3k - $225k / year

⏰ Full Time

🔴 Lead

📉 Data Analyst

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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

• Own and evolve client service insights, tracking performance against client promises and measuring onboarding quality • Lead the client opportunity function, including the opportunity engine and dashboards surfacing growth and retention opportunities • Manage client sentiment and risk analytics, including NPS programs, client check-in workflows, and predictive models identifying at-risk relationships • Drive client action plan capabilities with client-facing and advisor-facing products translating insights into prioritized next steps • Oversee client engagement and communication analytics, including cadence design and measurement • Build and maintain client specialty tagging infrastructure, including employer and niche tagging • Lead Upgrades & Repricing analytics and support related commercial repricing processes and communications • Partner with advisory, technology, and operations teams to identify data needs, resolve data challenges, and improve client intelligence • Establish and uphold data governance practices for accuracy, privacy, and security • Build, lead, and develop a high-performing analytics team • Potential future scope includes advisory team position management, coverage modeling, practice analytics, transition management support, and advisor risk analytics

🎯 Requirements

• Bachelor’s degree in a relevant field is required; advanced degree preferred • Minimum 10 years of progressive experience in data analytics, business intelligence, or client insights, with at least 3 years in a leadership role • Deep understanding of client lifecycle analytics, including NPS, churn prediction, segmentation, and engagement modeling • Advanced working SQL knowledge and experience with relational databases is required • Experience designing and delivering analytics products—dashboards, scorecards, action plans—for operational and executive audiences • Proven ability to translate complex data into clear, actionable insights for non-technical stakeholders • Experience with predictive modeling, machine learning concepts, or data science teams to develop client risk and opportunity models preferred • Knowledge of Salesforce data structure and CRM-integrated analytics preferred • Experience with cloud data platforms (Azure, AWS, or equivalent) and BI tools (Power BI, Tableau, or similar) preferred • Strong cross-functional collaboration skills and ability to influence without authority across technology, advisory, and operations teams • Experience in financial services, wealth management, or a client-centric professional services environment is a plus • Availability Monday through Friday, 8AM to 5PM, with occasional early or late hours • Dedicated home office workspace free of interruptions if working from home

🏖️ 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 you and your loved ones • 401(k) Retirement Plan with Traditional and Roth plans, per pay period match, and after-tax option • Pet Insurance • Personalized financial planning and guidance from Mercer Advisors professionals at preferred employee pricing • Incentive compensation eligibility