Director, Strategy and Analytics - Wealth Solutions
New
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Mercer AdvisorsWealth management
Location: Remote, USAFull-TimeDirector
SalaryBase Pay Range $150,000 — $180,000 USD. This position is also eligible to earn incentive compensation through one of Mercer Advisors’ incentive compensation programs.
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Job Details
- Experience
- 6+ years' experience with 2+ years in a rigorous, analytical environment
- Required Skills
- PythonSQLData AnalysisMicrosoft ExcelPowerPoint
Requirements
- Bachelor's degree required; concentration in finance, economics, business, mathematics, or a related analytical field preferred.
- 6+ years of experience, including 2+ years in a rigorous analytical environment such as private equity, investment banking, management consulting, or strategy/analytics at a high-growth company.
- Strong financial and analytical modeling skills, including the ability to build models from scratch and stress-test assumptions.
- Ability to synthesize large, complex data sets into actionable insights and recommendations, explaining why results occurred and what to do next.
- Excellent written and verbal communication skills, including presenting analysis to senior audiences in a structured, concise manner.
- Proficiency in Excel and PowerPoint.
- Comfort leveraging AI tools for research, analysis, and synthesis is a differentiating asset.
- Experience with SQL, Python, or data visualization tools such as Power BI or Tableau is a plus, but not required.
- Strong attention to detail and organizational skills, with the ability to manage multiple workstreams.
- Intellectual curiosity and interest in how a wealth management business operates and creates value for clients.
- Availability during standard business hours, Monday through Friday, 8 AM to 5 PM; early or late hours may be needed to meet deadlines.
Responsibilities
- Analyze client segmentation and revenue data to identify trends, inform growth strategy, and uncover opportunities to deepen relationships and improve retention.
- Analyze operational data, including team capacity, workload distribution, wait times, and demand trends, and develop recommendations for continuous improvement.
- Build and maintain models tracking operational and capacity metrics, supporting workforce planning and resource allocation, and measuring strategic initiatives.
- Create and lead systems that drive successful execution.
- Partner with Wealth Solutions, Finance, and Business Intelligence leaders to turn business questions into analytical frameworks and concise outputs.
- Develop and present analyses and recommendations to senior leadership, translating complex data into a clear narrative.
- Monitor client retention, revenue trends, and operational performance, and flag risks and opportunities with supporting analysis.
- Lead strategic initiatives from framing through execution to improve advisor productivity, client experience, and revenue growth.
- Collaborate with the Business Intelligence team to use existing data infrastructure and identify gaps in data sources or reporting tools.
- Contribute to special projects and strategic initiatives as directed by senior leadership.
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