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 Director of Business Intelligence 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
The Senior Business Intelligence Analyst will develop and oversee reports and tools that indicate performance of key elements of the Mercer business and identify levers for improvement. The focus for this role is Sales & Marketing Analytics and Reporting and Client Service Operational Performance. The portfolio of projects is anticipated to initially include:
- Sales & Marketing Analytics and Reporting – Develop and maintain analytics tools, dashboards, and data sources to assist firm leaders in the Sales and Marketing functions in effectively sourcing and converting new business leads including:
- Sales Analytics – Build dashboards and reporting to measure sales performance, drive decisions, and highlight opportunities to improve sales effectiveness.
- Marketing Analytics – Analyze marketing campaign performance, lead generation activity, and funnel conversion to support strategic decision making.
- Pipeline Data – Design and maintain scalable data sources ensuring consistency, flexibility, and usability. Cleanse, tag, and structure sales data to ensure accuracy and alignment across systems. Perform ongoing data quality checks and implement processes to improve data integrity.
- Leadership Support – Collaborate with executive leadership, including the Head of Client Development, SVP of Client Development and Revenue Operations, as well as Chief Marketing Officer, and their teams to measure and enhance new client sourcing measurements and level of performance
- Client Service Operational Performance – Collaborate with Head of Client Service, Chief Solutions Officer and SVP, Investment Platform Operations to deliver continuous productivity improvement and exceed client expectations.
- Performance Metrics – Develop data sources, metrics, and dashboards that enable client service to understand performance and ensure SLAs are met.
- Workflows – Create workflow tools and dashboards that assist in operational groups assigning out and completing tasks associated with serving clients.
- Automation – Implement automation to identify potential delivery challenges, enabling proactive resolution to enhance client satisfaction.
Key technologies today are Orion, Salesforce, Power BI, Azure Synapse, Python, and Microsoft Office.
Qualifications
- 3 – 7 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.
Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors’ incentive compensation programs.
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 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
We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.
Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.
If you need an accommodation during the application or hiring process, please email [email protected]. This inbox is for accommodation requests only.
For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights.
If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here.
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