Vice President, Client Data & Analytics

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:
Data is at the heart of everything we do for our clients, and we’re looking for a visionary leader who is passionate about transforming data into meaningful client experiences. The Vice President, Client Data & Analytics will be responsible for the full lifecycle of client intelligence—from service insights and sentiment tracking to opportunity identification and action planning. You will define and execute the strategy that empowers our advisors and client-facing teams with the right information at the right time, driving measurable outcomes for clients and the business alike.
Essential Job Functions for this role include:
● Own and evolve client service insights, including tracking performance against client promises and measuring onboarding quality to ensure a consistently excellent client experience
● Lead the client opportunity function, including development and ongoing refinement of the opportunity engine and associated dashboards that surface growth and retention opportunities for advisory teams
● Manage client sentiment and risk analytics, including Net Promoter Score (NPS) programs, client check-in workflows, and predictive models that identify at-risk relationships before they escalate
● Drive the client action plan capability, delivering both client-facing and advisor-facing end products that translate data insights into clear, prioritized next steps
● Oversee client engagement and communication analytics, including cadence design and measurement to ensure touchpoints are timely, relevant, and high-impact
● Build and maintain client specialty tagging infrastructure—including employer and niche tagging—to enable targeted and differentiated service delivery across client segments
● Lead Upgrades & Repricing analytics, providing the data, technology, and process tools to support the commercial repricing process and associated client and advisor communications
● Partner cross-functionally with advisory, technology, and operations teams to identify data needs, resolve data-related challenges, and continuously improve the quality and accessibility of client intelligence
● Establish and uphold strong data governance practices, ensuring data accuracy, privacy, and security across all client data domains
● Build, lead, and develop a high-performing analytics team, fostering a culture of curiosity, rigor, and client-centricity
● Other duties as assigned
Potential Future Scope (over time, this role may expand to include):
● Advisory team position management, coverage modeling, practice analytics, and transition management support
● Advisor risk analytics, including predictive team member models designed to integrate with people and talent processes
Knowledge, Skills, and Abilities:
● Bachelor’s degree in a relevant field is required; advanced degree preferred
● Minimum 10 years of progressive experience in data analytics, business intelligence, or client insights, with at least 3 years in a leadership role
● Deep understanding of client lifecycle analytics, including NPS, churn prediction, segmentation, and engagement modeling
● Advanced working SQL knowledge and experience with relational databases is required
● Experience designing and delivering analytics products—dashboards, scorecards, action plans—for both operational and executive audiences
● Proven ability to translate complex data into clear, actionable insights for non-technical stakeholders
● Experience working with predictive modeling, machine learning concepts, or data science teams to develop client risk and opportunity models is preferred
● Knowledge of Salesforce data structure and CRM-integrated analytics is preferred
● Experience with cloud data platforms (Azure, AWS, or equivalent) and BI tools (Power BI, Tableau, or similar) is preferred
● Strong cross-functional collaboration skills with the ability to influence without authority across technology, advisory, and operations teams
● Experience in financial services, wealth management, or a client-centric professional services environment is a plus
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.
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
$191,250—$225,000 USD
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 contribu