Why Work at Mercer Advisors?
For 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:
The Sr. Manager of Revenue Operation Analytics will work closely with the SVP of Client Development Sales revenue and Operations and the Head of Direct Client Development to optimize Mercer Advisors’ direct-to-consumer engine to achieve its ambitious client acquisition goals. Mercer Advisors is uniquely positioned within the RIA space to be an industry leader in digital marketing and sales, and this Director will play a crucial role in developing Mercer Advisors’ strategy through analytics.
The Sr. Manager of Analytics must have a proven track record of overseeing marketing, sales, and customer analytics, leveraging data to drive performance across the funnel and informing strategic growth opportunities. Candidates should have experience leading both standardized reporting and leadership updates, as well as ad-hoc deep dive analyses to recommend opportunities for growth.
Essential Job Functions for this role include:
- Monitor performance across the funnel & analyze results
- Track through-funnel performance with a view into campaign performance/spend and sales team performance/capacity, providing clear KPIs on a regular basis; proactively flag changes in performance and identify root causes.
- Track the performance of specific initiatives aimed at driving growth (e.g., sales cadences/touchpoints, tools) via A/B testing, cohort analysis, etc.
- Provide optimization recommendations & drive the learning agenda
- Lead regular deep dives into areas of opportunity across both marketing and sales, e.g., analyzing the viability of new marketing channels, projecting the effectiveness of rolling out specific tools.
- Conduct analysis of prospect data to drive recommendations for growth.
- Identify areas for optimization in campaign or team performance and coordinate cross-functionally to assign owners and next steps; provide testing recommendations based on in-depth analysis.
- Liaise cross-functionally and with executives
- Drive analysis to inform executive readouts, focused on synthesizing opportunities to improve the health of the business based on both real-time (e.g., revenue closed in month) and projected indicators.
- Syndicate with key business stakeholders as necessary to align on implications and action items.
- Own channel reports and dashboard structure
- Ensure data alignment across dashboards and data sources, i.e., Salesforce, Marketing Cloud, Google, Meta, LinkedIn, PowerBI; lead initiatives as needed to improve data governance.
- Identify and implement fixes for errors in reporting/dashboards, both automated (PBI) and Excel-based in coordination with BI team.
- Scope new views to build to inform strategic optimizations in coordination with finance and BI teams.
- Drive the integration of advanced analytics techniques such as predictive modeling, machine learning, and advanced segmentation into the business.
Knowledge, Skills, and Abilities:
- 10+ years of marketing and sales analytical experience, ideally within financial services and/or industries with a multi-step sales funnel (i.e., lead generation via marketing to sales close) or experience in management consulting for marketing and sales.
- High degree of proficiency and expertise within Salesforce, Salesforce Marketing Cloud, PowerBI, and paid media channels (Meta, Google, LinkedIn).
- Very strong analytical problem-solving skills and data-driven decision-making.
- Understanding of basic digital marketing measurement including A/B testing, incrementality testing, multi-touch attribution, and mix modeling.
- Understanding of through-funnel sales performance measurement including cohort tracking and projections.
- Coding experience for data science preferred (Python, SQL, etc.).
- Bachelor’s degree.
- Detail-oriented, accurate, and with strong organizational skills.
- Strong written and verbal communication, and interpersonal skills.
- Ability to maintain a professional demeanor under all circumstances and possess executive presence with senior leaders across the organization.
- Capacity to manage multiple tasks and prioritize deliverables.
Work Schedule:
This professional role requires availability Monday through Friday, 8:00 AM – 5:00 PM.
Working Conditions:
Professional office environment, daytime hours, working inside, standing, and sitting, will be assigned to a workstation, no heavy lifting over 20 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 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
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.
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