Senior Manager, Wealth Solutions Strategy and Analytics

About the role

Mercer Advisors is an independent fiduciary that helps families manage their financial lives through a comprehensive family office approach. We serve over 42,800+ families across 110+ cities and are ranked #1 in the nation by Barron’s for two consecutive years. This role is designed for an early-career professional with strong analytical and modeling skills.

Responsibilities

• Analyze client segmentation and revenue data to identify trends, inform growth strategy, and uncover opportunities to deepen relationships and improve retention.
• Analyze operational data to identify patterns, surface actionable insights, and develop recommendations that drive continuous improvement.
• Build and maintain models tracking 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.
• 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.

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 such as 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.
• 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.

Qualifications

• No fee was paid for participation in the Barron’s ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing.
• Base Pay Range: $127,500 - $150,000 USD.
• Benefits include company-paid life and AD&D insurance, disability insurance, dental and vision plans, HSA, FSA, 401(k), and more.
• We are an equal opportunity employer and participate in E-Verify and the California Consumer Privacy Act.

Skills

• Strong analytical and modeling skills.
• Excellent written and verbal communication skills.
• Proficiency in Excel and PowerPoint.
• Experience with SQL, Python, or data visualization tools (e.g., Power BI, Tableau).
• High attention to detail and organizational skills.

Benefits

• Company-paid life and AD&D insurance.
• Disability insurance.
• Dental and vision plans.
• HSA and FSA.
• 401(k) retirement plan with Traditional and Roth options.
• Concierge services.
• Parental leave.
• Pet insurance.
• Financial planning and guidance.

Pay

$127,500 - $150,000 USD

Schedule

This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. At times, the role may have early or late hours to meet client and business deadlines.

Application Deadline

The initial deadline for applications is 8/3/2026. Applications submitted after this date may still be considered on a rolling basis until the position/program is filled.