Wealth Solutions Strategy & Analytics Lead

Mercer Advisors; United States; Hybrid; USD 127,500 - 150,000; Full time

Benefits offered by this job

Health insurance

401(k) matching

Generous paid time off

Job summary

Mercer Advisors seeks a sharp, analytical Analyst to join the Wealth Solutions team. This early-career role (2–4 years post-grad) focuses on client analytics, revenue performance, and operational effectiveness to help advisors and families achieve better outcomes.

You will work across client data, capacity, and performance metrics, building models and delivering insights that drive smarter decisions and improved retention. A rigorous, data-driven environment supports your growth and impact.

Qualifications

• Bachelor's degree in finance, economics, business, mathematics, or related analytical field.
• 2–4 years in a rigorous analytical environment (private equity, investment banking, management consulting, or strategyanalytics).
• 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; ability to present to senior audiences.

Responsibilities

• Analyze client segmentation and revenue data to identify trends and growth opportunities.
• Analyze operational data to identify patterns and develop improvement recommendations.
• Build and maintain models tracking operational and capacity metrics.
• Collaborate with leaders to translate questions into analytical outputs.
• Develop and present analyses and recommendations to senior leadership.

Skills

Analytical thinking

Modeling skills

Communication skills

Education

Bachelor's degree in finance/economics/business/math

Tools

Power BI

Tableau

Excel

SQL

Python

Job description

Mercer Advisors seeks a sharp, analytical Analyst to join the Wealth Solutions team. This early-career role (2–4 years post-grad) focuses on client analytics, revenue performance, and operational effectiveness to help advisors and families achieve better outcomes.

You will work across client data, capacity, and performance metrics, building models and delivering insights that drive smarter decisions and improved retention. A rigorous, data-driven environment supports your growth and impact.