Posted at: 6 November

Manager, Management & Performance Analytics, Business Intelligence

Company

Mercer Advisors

Mercer Advisors is a San Diego-based wealth management firm specializing in financial planning and family office services for high-net-worth clients across the U.S.

Job Type

Full-time

Allowed Applicant Locations

Worldwide

Apply Here

Job Description

Why Work at Mercer Advisors?

For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.*

Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible.

Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country.

* 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: 

We’re excited to share this role on the Business Intelligence Team which is part of the larger Finance organization. Reporting to and working in close collaboration with the Vice President of Strategy & Analytics as part of the dynamic team that reports business results, informs strategic action, and implements special projects at a fast-pace growing mid-sized company. The scope of the Business Intelligence team includes: 

  • Reporting and Data Visualization. We design and architect the front-end for compelling, best-in-class data visualization solutions that support Client Service, Sales, Finance, Senior Leadership, and the Board. 

  • Strategic Analytics. We conduct detailed analysis to answer strategic business questions like understanding variations in Advisor productivity and Sales results, developing insights around client retention, measuring channel opportunity and supporting our Partner Development team as they evaluate prospective M&A opportunities. This person should demonstrate analytical skills when partnering with business owners by sharing recommendations and solutions. 

  • Data Integration. We combine data from a variety of sources and business areas; leveraging custom data pipelines (Python, SQL, etc.) to extract, transform, and load to our data warehouse. The BI team has a culture of collaborating to drive continuous reliability and automation enhancements in our reporting processes. Team members are “full-stack” BI developers by creating our own ETL jobs and loading tables in addition to creating reports and analyses. 

 

 

Essential Job Functions for this role include: 

The Senior Analyst, Management & Performance Analytics, will develop and oversee reports and tools that indicate performance of key elements of the Mercer business and identify levers for improvement. The portfolio of projects is anticipated to initially include: 

  • Wealth Advisor Performance – Provide an integrated suite of performance metrics and incentive compensation reporting to an Advisory organization of 350+ Wealth Advisors.  
    • Create a unified experience in Power BI for Advisors at varying levels of leadership to understand their individual and team results. Drive the creation of a consumer-friendly catalog of key reports, and definitions for the respective metrics they display.  
    • Integrate a set of driver metrics from varying sources that ultimately lead to improving revenue retention and growth in our client relationships. Own and enhance the presentation of these metrics to provide insight to leaders and individual advisors so we can improve net retention in a proactive manner. Create tools that support enhanced capture of Share of Wallet from our clients. 
    • Collaborate with executive leadership, including the SVP, Wealth Operations and Experience, Executive Managing Directors, and VP of Compensation as they analyze performance and create enhancements to metrics and incentive programs in the future. 
  • Client Service Operational Performance – Collaborate with Head of Client Service to deliver continuous productivity improvement and exceed client expectations. 
    • Develop data sources, metrics, and dashboards that enable client service to understand performance and ensure SLAs are met. 
    • Implement automation to identify potential delivery challenges, enabling proactive resolution to enhance client satisfaction. 
  • Power BI Enablement – Serve as expert resource for all things Power BI—guiding stakeholders, troubleshooting complex issues efficiently, and mentoring team members.  
    • Power BI rockstar who can deliver compelling reports and make it look easy, up-leveling our ability to deliver reporting to a broad range of audiences. 
    • Ensure our production reporting is a trusted resource for end users through standards, consistency, and performance optimization.  
    • Drive our Wealth Management Data & Reporting Advisory Board.  

 

Key technologies today are Orion, Salesforce, Power BI, Azure Synapse, Python, and Microsoft Office.   

 

Knowledge, Skills, and Abilities: 
  • 4 – 10 years of data analytics, statistics, and/or reporting experience 
  • Bachelor’s degree from a selective, accredited institution required (with preference to the fields of Business, Economics, Accounting, Finance, or STEM disciplines) 
  • Successful completion of analytic coursework (e.g., economics, mathematics, physical sciences) 
  • Results-oriented with proven ability to thrive in a fast-paced team environment 
  • Self-motivated and proactive with aptitude for critical thinking and problem solving 
  • Exceptional and persuasive communicator and facilitator with the ability to effectively interface with executive management 
  • Shows flexibility and adaptability in an environment with rapidly changing business and technology needs 
  • Curiosity to learn new skills and eagerness to form new relationships 
  • Expert level with Power BI. Proficiency with SQL, Python, Excel, PowerPoint. Salesforce experience preferred. 

 

 

Work Schedule: 

Daytime and evening hours as needed.  

 

Working Conditions: 

Professional office environment. Working inside. Standing and sitting.  

Benefits:

Mercer Advisors offers a competitive and robust benefit package to our employees.   Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:

  • 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 medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
  • Health Savings Account (HSA) with company contributions on a per pay period basis 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 with 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 (6 weeks)
  • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 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
  • Pet Insurance

We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.

Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws. Mercer Advisors provides equal employment opportunity in all aspects of employment and employee relations, including recruitment, hiring, training and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and all other terms, conditions, and privileges of employment in accordance with applicable federal, state, and local laws.

 

If you need an accommodation seeking employment with Mercer Advisors, please email PeopleTeam@MercerAdvisors.com. This email is for accommodation requests only. Accommodations are made on a case-by-case basis.

Applicants have rights under federal employment laws:

U.S. Federal law requires all employers to verify the identity and employment eligibility of all persons hired to work in the United States. Mercer Advisors participate in E-Verify to confirm work authorization.

 

If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here.

CCPA Notice at Collection

Apply Here