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.

S. * 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.

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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.