Why Work at Mercer Advisors?
For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.
Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*
Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.
Join us and help families amplify and simplify their financial lives with confidence.
* 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:
The Community Analytics Manager serves as the analytics lead for Mercer Advisors' Community growth initiatives, helping shape the strategy, measurement, reporting, and optimization roadmap for referral, advisor-sourced, event, COI, specialty, and local market growth programs.
Reporting to the Sr. Manager, Acquisition Strategy & Analytics, this role is responsible for driving the analytics agenda for Community Marketing, identifying growth opportunities, developing measurement frameworks, building executive-level insights, and partnering with stakeholders across Marketing, Client Development, Business Intelligence, Salesforce, and Operations.
The Community Analytics Manager is expected to operate as a highly autonomous individual contributor who proactively identifies business opportunities, develops strategic recommendations, and drives initiatives from insight through implementation. The ideal candidate combines strong analytical skills with business acumen, executive presence, and a passion for turning data into action.
Essential Job Functions for this role include:
Community Analytics Strategy & Insights
- Serve as the primary analytics partner for Community Marketing and Client Development.
- Help define the analytics roadmap and key measurement priorities for Community programs.
- Partner with Community Marketing leadership to prioritize opportunities based on business impact.
- Develop hypotheses, business cases, and recommendations that inform strategic decisions.
Business Intelligence & Performance Insights
- Lead analyses across advisor referrals, client referrals, COI programs, events, specialty initiatives, advisor-sourced opportunities, and emerging Community programs.
- Diagnose performance trends and identify root causes of business challenges and opportunities.
- Conduct market-level, advisor-level, and program-level analyses to uncover growth opportunities and performance gaps.
- Evaluate lead quality, conversion performance, pipeline contribution, and program ROI.
- Translate complex findings into clear, actionable recommendations that influence decision-making.
Dashboard Ownership & Reporting Infrastructure
- Own the development, maintenance, and ongoing enhancement of Community Power BI dashboards, executive scorecards, reporting packages, and self-service reporting tools.
- Develop scalable reporting solutions that reduce manual effort and increase visibility into Community performance.
- Partner with Business Intelligence, Salesforce, and Operations teams to improve data quality, reporting automation, and measurement capabilities.
- Identify gaps in tracking, attribution, reporting logic, and operational processes.
- Help standardize KPIs, reporting definitions, and performance methodologies across Community programs.
- Leverage AI-enabled tools, including Claude, to accelerate analysis, reporting, insight generation, and workflow automation.
Executive Reporting & Program Office Leadership
- Own recurring business reviews, executive scorecards, performance updates, and operating cadences for Community Marketing.
- Drive the weekly Community Program Office (PO) process, including agenda development, initiative tracking, status reporting, action item management, and follow-up.
- Provide executive leadership with clear visibility into program performance, priorities, blockers, risks, dependencies, and areas requiring support or intervention.
- Support quarterly business reviews, annual planning, and strategic planning efforts through reporting, analysis, and recommendations.
Forecasting, Measurement & Optimization
- Develop forecasts for leads, SQLs, opportunities, pipeline, and revenue.
- Establish success metrics and measurement frameworks for Community programs and new initiatives.
- Monitor performance, identify optimization opportunities, and partner with program owners to drive improvements.
- Support annual planning, goal setting, and performance tracking activities.
Cross-Functional Leadership
- Build strong partnerships across Community Marketing, Client Development, Revenue Partner leadership, Salesforce, Operations, and Business Intelligence.
- Act as a trusted advisor to Community program owners and leadership teams.
- Drive a culture of accountability, measurement, and continuous improvement through data-driven decision making.
Knowledge, Skills, and Abilities:
- Bachelor's degree in Analytics, Statistics, Economics, Finance, Business, Marketing, or a related field.
- 4-7 years of experience in analytics, business intelligence, strategy, consulting, marketing analytics, revenue operations, or a related discipline.
- Advanced Excel and data analysis capabilities.
- Experience building and maintaining dashboards in Power BI or similar business intelligence tools.
- Strong understanding of sales and marketing funnels, lead generation, conversion measurement, and performance optimization.
- Experience working with CRM data and reporting environments (Salesforce preferred).
- Strong problem-solving and analytical thinking skills.
- Ability to synthesize large datasets into concise recommendations for both technical and non-technical audiences.
- Excellent written, verbal, and presentation skills.
- Experience leveraging AI tools (e.g., Claude) to accelerate analysis, reporting, insight generation, and workflow automation.
- Demonstrated ability to independently manage complex projects and competing priorities.
Preferred Qualifications
- Financial services, wealth management, professional services, or B2B experience.
- Experience supporting referral-driven, field-based, or distributed sales organizations.
- Experience with SQL, Python, data modeling, or advanced analytical techniques.
- Experience building forecasting models and business performance frameworks.
- Familiarity with AI-assisted analytics, automation, and reporting workflows.
- Experience presenting findings and recommendations to senior leadership teams.
What Success Looks Like
Within the first 12 months, this individual will:
- Become the trusted analytics lead for Community Marketing.
- Build and maintain a standardized suite of Community dashboards, scorecards, and reporting tools.
- Establish a scalable Program Office reporting process that provides leadership with visibility into performance, priorities, and blockers.
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.
Application Deadline: The initial deadline for applications is 9/1/2026. Applications submitted after this date may still be considered on a rolling basis until the position/program is filled. We encourage all interested candidates to apply as early as possible. If a final decision has not been made by the initial deadline, subsequent applications will be reviewed as they are received.
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
- Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing
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.
CCPA Notice at Collection
Skills Required
- Bachelor's degree in Analytics, Statistics, Economics, Finance, Business, Marketing, or related field
- 4-7 years of experience in analytics, business intelligence, marketing analytics, revenue operations, or related discipline
- Advanced Excel and data analysis capabilities
- Experience building and maintaining dashboards in Power BI or similar BI tools
- Experience working with CRM data and reporting environments (Salesforce preferred)
- Experience leveraging AI tools (e.g., Claude) to accelerate analysis and reporting
- Strong understanding of sales and marketing funnels, lead generation, conversion measurement, and performance optimization
- Ability to synthesize large datasets into concise recommendations for technical and non-technical audiences
- Excellent written, verbal, and presentation skills
- Demonstrated ability to independently manage complex projects and competing priorities
- Experience with SQL, Python, data modeling, or advanced analytical techniques
- Experience building forecasting models and business performance frameworks
- Financial services, wealth management, professional services, or B2B experience
- Experience supporting referral-driven, field-based, or distributed sales organizations
- Experience presenting findings and recommendations to senior leadership teams
Mercer Advisors Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Mercer Advisors and has not been reviewed or approved by Mercer Advisors.
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Healthcare Strength — Core health coverage includes medical, prescription drug, dental, vision, life and disability insurance, plus an Employee Assistance Program and HSA options. Health insurance and HSA offerings are viewed favorably and are employer-verified as part of the package.
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Retirement Support — A 401(k) with Traditional and Roth options and a per-pay-period employer match is highlighted as part of the rewards package. Retirement benefits are generally regarded as solid, if not market-leading.
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Leave & Time Off Breadth — Paid time off and paid holidays are included, alongside service-anniversary awards. In some locations, an added Thanksgiving week break is referenced, indicating meaningful time-off practices in places.
Mercer Advisors Insights
What We Do
Established in 1985, Mercer Advisors is a total wealth management firm dedicated to providing clients with financial clarity, investment insight, and long-term collaborative partnerships. Our comprehensive suite of services includes financial planning, investment management, asset protection and risk management, estate, tax, and legacy planning, retirement plan design and administration, and family wealth office services. These services are delivered holistically, rooted in the latest academic and industry findings, customized to the specific needs of each client, and delivered with a fiduciary standard of care. Our mission is to help people lead fulfilling lives by providing objective, timely advice within the context of their unique dreams and desires.
