Senior Manager, Wealth Solutions Strategy and Analytics

This is a fully remote position, open to applicants in United States.

📋 Description

• Conduct analysis of client segmentation and revenue data to spot trends, guide growth strategies, and discover opportunities to enhance relationships and boost retention within the Wealth Solutions client base.

• Examine operational data — including team capacity, workload distribution, wait times, and demand trends — to recognize patterns, reveal actionable insights, and formulate recommendations that promote continuous improvement across the Wealth Solutions organization.

• Develop and maintain models that monitor key operational and capacity metrics, assist in workforce planning and resource allocation, and evaluate the effectiveness of strategic initiatives.

• Collaborate with leaders from Wealth Solutions, Finance, and the Business Intelligence team to convert business inquiries into analytical frameworks and clear, concise outputs.

• Create and present succinct, well-structured analyses and recommendations to senior leadership — transforming complex data into an engaging narrative.

• Track client retention, revenue trends, and operational performance metrics; proactively identify risks and opportunities with supporting analysis.

• Aid in the design and assessment of initiatives aimed at enhancing advisor productivity, client experience, and revenue growth.

• Work with the BI team to utilize existing data infrastructure and identify gaps where new data sources or reporting tools could improve decision-making.

• Contribute to special projects and strategic initiatives as directed by senior leadership, demonstrating the ability to move swiftly and adapt to changing priorities.

⛳️ Requirements

• Bachelor's degree required; a concentration in finance, economics, business, mathematics, or a related analytical field is preferred.

• 2-4 years of experience in a demanding, analytical setting — such as private equity, investment banking, management consulting, or a strategy/analytics function within a high-growth company.

• Strong skills in financial and analytical modeling; comfortable creating models from scratch and stress-testing assumptions.

• Ability to distill large and complex data sets into clear, actionable insights and recommendations — focusing on not just reporting outcomes, but also explaining reasons and next steps.

• Excellent written and verbal communication skills; capable of presenting analysis to senior audiences in a structured, confident, and concise manner.

• Proficiency in Excel and PowerPoint is required; comfort in utilizing AI tools to enhance research, analysis, and synthesis is a valuable asset. Experience with SQL, Python, or data visualization tools (e.g., Power BI, Tableau) is a plus but not mandatory.

• High attention to detail, excellent organizational skills, and the capacity to manage multiple workstreams simultaneously in a fast-paced environment.

• Intellectual curiosity, humility, and a genuine interest in understanding how a wealth management business operates and creates value for clients.

• Comfort in working within a collaborative, team-oriented environment with a focus on action and continuous improvement.

🏝️ 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 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