Community Analytics Manager

About this role

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 31,300 families across 90+ 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.

• Support annual planning, goal setting, and performance tracking activities.

Cross-Functional Leadership

• Build strong partnerships across Community Marketing, Client Development, Revenue Partner leadership, Salesforce, Operations, and Business Intelligence.

• Act as a trusted advisor to Community program owners and leadership teams.

• Drive a culture of accountability, measurement, and continuous improvement through data-driven decision making.

Knowledge, Skills, and Abilities:

• Bachelor's degree in Analytics, Statistics, Economics, Finance, Business, Marketing, or a related field.

• 4-7 years

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