Senior Manager, Wealth Solutions Strategy and Analytics

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

• 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 actionable insight.