Community Analytics Manager

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 42,800+ families across 110+ 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.

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.

Base Pay Range

$95,000 — $105,000 USD