Mercer Advisors · 2 weeks ago
Manager, Management & Performance Analytics, Business Intelligence
United States
Full-time
Remote
Mid, Senior Level
4+ years expMercer Advisors is a leading independent fiduciary firm dedicated to helping families simplify their financial lives. The Manager of Management & Performance Analytics will oversee reporting and analytics within the Business Intelligence team, focusing on performance metrics and strategic insights to enhance client service and advisor productivity.
AdviceAsset ManagementBusiness DevelopmentFinancial ServicesInsuranceWealth Management
Responsibilities
Develop and oversee reports and tools that indicate performance of key elements of the Mercer business and identify levers for improvement
Provide an integrated suite of performance metrics and incentive compensation reporting to an Advisory organization of 350+ Wealth Advisors
Create a unified experience in Power BI for Advisors at varying levels of leadership to understand their individual and team results
Drive the creation of a consumer-friendly catalog of key reports, and definitions for the respective metrics they display
Integrate a set of driver metrics from varying sources that ultimately lead to improving revenue retention and growth in our client relationships
Own and enhance the presentation of these metrics to provide insight to leaders and individual advisors so we can improve net retention in a proactive manner
Create tools that support enhanced capture of Share of Wallet from our clients
Collaborate with executive leadership, including the SVP, Wealth Operations and Experience, Executive Managing Directors, and VP of Compensation as they analyze performance and create enhancements to metrics and incentive programs in the future
Collaborate with Head of Client Service to deliver continuous productivity improvement and exceed client expectations
Develop data sources, metrics, and dashboards that enable client service to understand performance and ensure SLAs are met
Implement automation to identify potential delivery challenges, enabling proactive resolution to enhance client satisfaction
Serve as expert resource for all things Power BI—guiding stakeholders, troubleshooting complex issues efficiently, and mentoring team members
Ensure our production reporting is a trusted resource for end users through standards, consistency, and performance optimization
Drive our Wealth Management Data & Reporting Advisory Board
Qualification
Required
4 – 10 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
Preferred
Salesforce experience preferred
Benefits
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
Company
Mercer Advisors
Mercer Advisors is a full-service wealth management firm.
501-1000 employees
H1B Sponsorship
Mercer Advisors has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (2)
2024 (1)
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
Altas PartnersHarvest PartnersOak Hill Capital Partners
2023-06-06Private Equity
2023-02-28Private Equity
2019-09-17Private Equity
Leadership Team
Peter Ip
Senior Vice President and Relationship Manager
Recent News
2026-01-07
2026-01-07
Company data provided by crunchbase