Senior Manager, Wealth Solutions Strategy and Analytics

2-4 years of experience in a rigorous, analytical environment — private equity, investment banking, management consulting, or a strategy/analytics function at a high-growth company.

Ability to synthesize large and complex data sets into clear, actionable insights and recommendations — not just reporting what happened, but explaining why and what to do about it.

Proficiency in Excel and PowerPoint required; comfort leveraging AI tools to accelerate research, analysis, and synthesis is a differentiating asset.

Experience with SQL, Python, or data visualization tools (e.g., Power BI, Tableau) a plus but not required.

Basic technology needs will be provided to satisfy position requirements.

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.

At Mercer Advisors, our purpose is to amplify and simplify our clients' financial lives through a fully integrated family office offering.

We bring together fiduciary professionals across disciplines to do the best work of their careers — as one unified team committed to doing what's right for clients.

We continue to reinvest in our people and platform so that our growth creates more opportunities for teammates and more value for clients.

This role is designed for an early-career professional — ideally 2-4 years out of school — who has developed strong analytical and modeling skills in a demanding environment such as private equity, investment banking, management consulting, or a data-driven operating company.

You are someone who doesn't just build models and dashboards — you ask "so what?", surface the insight, and translate it into a clear recommendation that moves the business forward.

This is a high-visibility role with direct exposure to senior leadership.