Senior Manager, Wealth Solutions Strategy and Analytics

Visa Hunt; United States; Hybrid; USD 127,500 - 150,000; Full time

Benefits offered by this job

401(k) Retirement Plan with company-m

Medical, dental, vision insurance

Paid holidays

Generous PTO

Life & disability insurance

Job summary

Mercer Advisors is seeking an Analyst to join the Wealth Solutions team, an early-career role designed for 2–4 years out of school. You will analyze client and revenue data, build models, and translate insights into actionable business recommendations that influence growth and efficiency across the wealth practice.

You will work with fiduciary professionals across disciplines, interact with senior leadership, and help drive initiatives from data-driven decision making to client experience

Qualifications

• Bachelor's degree in finance, economics, business, mathematics, or related analytical field.
• 2–4 years of experience in rigorous analytical environments (private equity, investment banking, management consulting, or analytics 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 data sets into clear, actionable insights and recommendations.
• Excellent written and verbal communication; able to present to senior audiences.
• Proficiency in Excel and PowerPoint; comfort with AI tools to accelerate research and analysis.

Responsibilities

• Analyze client segmentation and revenue data to identify trends and inform growth strategy.
• Analyze operational data including capacity, workload, wait times, and demand trends to drive improvements.
• Build and maintain models tracking key metrics for workforce planning and initiatives.
• Collaborate with leaders to translate business questions into analytical frameworks and outputs.
• Develop crisp analyses and recommendations for senior leadership.
• Monitor retention, revenue trends, and performance metrics; flag risks and opportunities.
• Support initiatives to improve advisor productivity, client experience, and revenue growth.
• Partner with BI to identify data gaps and new reporting tools.
• Contribute to special projects directed by senior leadership.

Skills

Financial modeling

Analytical mindset

Excel

PowerPoint

SQL

Python

Power BI

Tableau

Education

Bachelor's degree in Finance/Economics/Business

Tools

Excel

PowerPoint

SQL

Python

Power BI

Tableau

Job description

Why Work at Mercer Advisors? For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households. Today, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.* Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are. Join us and help families amplify and simplify their financial lives with confidence. * Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology here.

Job Summary:

At Mercer Advisors, our purpose is to amplify and simplify our clients' financial lives through a fully integrated family office offering. We bring together fiduciary professionals across disciplines to do the best work of their careers — as one unified team committed to doing what's right for clients. We continue to reinvest in our people and platform so that our growth creates more opportunities for teammates and more value for clients. We are seeking a sharp, intellectually curious Analyst to join the Wealth Solutions team. This role is designed for an early-career professional — ideally 2-4 years out of school — who has developed strong analytical and modeling skills in a demanding environment such as private equity, investment banking, management consulting, or a data-driven operating company. You are someone who doesn't just build models and dashboards — you ask "so what?", surface the insight, and translate it into a clear recommendation that moves the business forward. This is a high-visibility role with direct exposure to senior leadership. You will work across client analytics, revenue performance, and operational effectiveness — helping the Wealth Solutions team make smarter, faster decisions on behalf of our advisors and the families they serve.

Essential Job Functions will include:

• 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.

Required Knowledge, Skills, and Abilities:

• 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.

Work 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.

Working Conditions:

This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Basic technology needs will be provided to satisfy position requirements. This role involves routine sitting and standing for periods of time. No heavy lifting over 10 lbs. Travel may be necessary.

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.

Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications.

Base Pay Range $127,500 — $150,000 USD

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

Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.