Strategy & Analytics Lead, Wealth Solutions (Remote)

Mercer Advisors; United States; Remote; USD 128,000 - 150,000; Full time

Benefits offered by this job

Health insurance

401(k) with match

Paid holidays

Paid time off

Parental leave

Job summary

Mercer Advisors is seeking a Senior Manager, Strategy and Analytics for its Wealth Solutions team. This remote role in the USA offers high exposure to senior leadership and a mandate to shape how the organization scales.

You will embed with operating teams, create metrics, and drive execution processes that deliver decision-ready insights across the business. The role blends analytical modeling with strategic initiatives across client analytics, revenue performance, and operational effectiveness

Qualifications

• Bachelor's degree required; concentration in finance, economics, business, mathematics, or a related analytical field preferred.
• 4-6 years' experience with 2+ years 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; comfort leveraging AI tools; SQL, Python, or data visualization tools (Power BI, Tableau) a plus.
• High attention to detail, strong organizational skills, and ability to manage multiple workstreams in a fast-paced environment.
• Intellectual curiosity and genuine interest in wealth management operations and value creation.

Responsibilities

• Analyze client segmentation and revenue data to identify trends and inform growth strategy.
• Analyze operational data — including capacity, workload distribution, wait times, and demand trends — to surface insights and drive improvements.
• Build and maintain models tracking key operational and capacity metrics and support workforce planning.
• Partner with Wealth Solutions, Finance, and BI to translate business questions into analytical frameworks and outputs.
• Develop and present crisp analyses and recommendations to senior leadership.
• Monitor client retention, revenue trends, and operational performance metrics; flag risks and opportunities with analysis.
• Lead strategic initiatives from framing through execution to improve advisor productivity and revenue growth.
• Collaborate with BI to leverage data infrastructure and identify gaps for new data sources or reporting tools.
• Contribute to special projects and adapt to evolving priorities.

Skills

Financial modeling

Strategic analytics

Excel

PowerPoint

SQL

Python

Power BI

Tableau

Education

Bachelor's degree

Tools

Power BI

SQL

Tableau

Python

Job description

Mercer Advisors is seeking a Senior Manager, Strategy and Analytics for its Wealth Solutions team. This remote role in the USA offers high exposure to senior leadership and a mandate to shape how the organization scales.

You will embed with operating teams, create metrics, and drive execution processes that deliver decision-ready insights across the business. The role blends analytical modeling with strategic initiatives across client analytics, revenue performance, and operational effectiveness