Why Work at Mercer Advisors?
For nearly 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
This role reports up to Business Solutions which is a department includes the Strategy and Business Intelligence Groups. Reporting to and working in close collaboration with the Vice President of Strategy & Analytics as part of the small, 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 creating a framework for prioritizing which geographies are most attractive for additional M&A.
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.
Essential Job Functions:
The Senior Analyst will have responsibility for collaborating with team members, functional groups, and the SLT to deliver insights and implement solutions across the company. Key technologies today are Salesforce, Tableau, Python, SQL Server and Microsoft Office.Areas of responsibility include:
- Deliver Internal Client Solutions in “Full Stack” Data Environment – Partner with internal stakeholders to develop the data sources, dashboards, and data visualizations they require to deliver peak organizational performance. Team members are “full-stack” BI developers in the sense that we create our own ETL jobs and load tables in addition to creating reports and analyses.
- Strategic Initiatives – Play role in executing key “needle mover” initiatives. Recent examples include:
- New M&A Advisor Data Collection – Created a framework and implemented process for collecting detailed AUM data from new M&A advisors for annual ADV filing
- Client Repricing – Develop process to identify relevant clients based on multiple criteria and facilitate program with subset of Advisors from kick-off to billing implementation
- Incentive Compensation – We partner with Finance and HR to develop and adapt incentive compensation plans and help implement and administer the program.
- Analysis and Problem Solving – The Senior Analyst should apply superior critical thinking and problem-solving skills, using strong judgment to identify which elements in a project are important and which are just noise or will have a negligible impact on the outcome. He or she should to be able to represent information in a compelling way that communicates the findings of an analysis both visually and in written form. Strong interpersonal, presentation, and PowerPoint skills will contribute to success.
- Senior Leadership Team and Board Discussion Support – Translate analysis and trends into decks to support discussions of the Board of Directors and Leadership Team forums.
Qualifications:
- 4+ 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)
- Prefer 2+ years of experience in Financial Services and with project leadership of analytical programs
- 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
- Proficiency with Excel, PowerPoint, SQL Server, Python, Salesforce, and Tableau.
Work Schedule:
This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs. All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period.
Working Conditions:
This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs.
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.
