Senior Manager, Wealth Solutions Strategy and Analytics

Mercer Advisors

Analyst in the Wealth Solutions team at Mercer Advisors analyzing client data for insights and operational improvements. Collaborating with leadership on data-driven strategies in the financial sector.

Posted 7/23/2026full-timeRemote • 🇺🇸 United StatesSenior💰 $127,500 - $150,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong financial and analytical modeling skills, with the ability to synthesize complex data into actionable insights. Proficient in Excel and PowerPoint, with experience in leveraging AI tools and collaborating across teams to drive strategic initiatives in wealth management.

Highest-signal resume keywords

Financial ModelingData AnalysisClient Retention StrategiesExcel ProficiencyCommunication Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial ModelingData AnalysisAnalytical FrameworksOperational Metrics TrackingWorkforce PlanningCapacity MetricsRevenue AnalysisClient SegmentationSQLPython

Soft Skills

Attention to DetailOrganizational SkillsIntellectual CuriosityTeam CollaborationAdaptability

Tools & Technologies

ExcelPowerPointAI ToolsPower BITableau

Industry Keywords

Wealth ManagementPrivate EquityInvestment BankingManagement ConsultingHigh-Growth Companies

Tech Stack

Tools & technologies

PythonSQLTableau

About the role

Key responsibilities & impact

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.

Requirements

What you’ll need

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.

Benefits

Comp & perks

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