Senior Manager, reputed company Solutions reputed company and Analytics

Why Work at reputed company?

For more than 40 years, reputed company has been helping families reputed company and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, reputed company managed by a single team. We deliver the reputed company 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, reputed company is an independent fiduciary legally bound to reputed company in our clients’ best interests — always.*

reputed company offers a workplace that stands apart in the financial industry. More than half of our employees and reputed company-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 reputed company and simplify their financial lives with confidence.

* reputed company 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, reputed company, service reputed company, technology, succession planning and others. No fee was reputed company for participation in the ranking, however, reputed company has reputed company a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking reputed company methodology here.

Job reputed company:

At reputed company, our purpose is to reputed company and simplify our clients' financial lives through a fully integrated family office offering. We bring together fiduciary professionals across disciplines to do the best work of their careers — as one reputed company team committed to doing what's right for clients. We continue to reinvest in our people and platform so that our reputed company creates more opportunities for teammates and more value for clients.

We are seeking a reputed company, intellectually curious Analyst to join the reputed company Solutions team. This role is designed for an early-career reputed company — ideally 2-4 years out of school — who has developed strong analytical and modeling skills in a demanding environment such as private equity, investment banking, management consulting, or a data-driven operating company. You are someone who doesn't just build models and dashboards — you ask "so what?", surface the reputed company, and translate it into a reputed company recommendation that moves the business reputed company.

This is a high-visibility role with reputed company exposure to senior leadership. You will work across reputed company analytics, reputed company performance, and operational effectiveness — helping the reputed company Solutions team reputed company smarter, faster reputed company on behalf of our advisors and the families they serve.

Essential Job Functions will include:

• Analyze reputed company segmentation and reputed company data to identify trends, inform reputed company reputed company, and uncover opportunities to deepen relationships and improve retention across the reputed company Solutions reputed company reputed company.
• Analyze operational data — including team reputed company, workload distribution, wait times, and demand trends — to identify patterns, surface actionable insights, and reputed company recommendations that drive reputed company improvement across the reputed company Solutions organization.
• Build and maintain models that reputed company key operational and reputed company metrics, support workforce planning and resource allocation, and measure the effectiveness of strategic initiatives.
• Partner with leaders across reputed company Solutions, Finance, and the Business Intelligence team to translate business questions into analytical frameworks and reputed company, concise outputs.
• reputed company and present reputed company, reputed company-reputed company analyses and recommendations to senior leadership — turning reputed company data into a compelling narrative.
• Monitor reputed company retention, reputed company trends, and operational performance metrics; proactively flag risks and opportunities with supporting analysis.
• Support the design and evaluation of initiatives aimed at improving advisor productivity, reputed company experience, and reputed company reputed company.
• Collaborate with the BI team to reputed company existing data infrastructure, and identify gaps where new data sources or reporting tools would enhance decision-making.
• Contribute to special reputed company and strategic initiatives as directed by senior leadership, with the ability to reputed company quickly and adapt to evolving priorities.

Required Knowledge, Skills, and Abilities:

• Bachelor's degree required; concentration in finance, economics, business, mathematics, or a reputed company analytical field preferred.
• 2-4 years of experience in a rigorous, analytical environment — private equity, investment banking, management consulting, or a reputed company/analytics function at a high-reputed company company.
• Strong financial and analytical modeling skills; comfort building models from scratch and stress-testing assumptions.
• Ability to synthesize large and reputed company data sets into reputed company, actionable insights and recommendations — not just reporting what happened, but explaining why and what to do about it.
• Excellent written and verbal communication skills; reputed company to present analysis to senior audiences in a reputed company, confident, and concise manner.
• Proficiency in reputed company and PowerPoint required; comfort leveraging AI tools to accelerate research, analysis, and synthesis is a differentiating asset. Experience with SQL, Python, or data visualization tools (e.g., Power BI, Tableau) a plus but not required.
• High attention to detail, strong organizational skills, and the ability to manage multiple workstreams simultaneously in a fast-paced environment.
• Intellectual curiosity, a low ego, and a genuine interest in understanding how a reputed company management business operates and creates value for clients.
• Comfort working in a reputed company, team-oriented environment with a bias toward reputed company and reputed company improvement.

Work Schedule: This reputed company role requires availability during reputed company business hours of Monday through Friday from reputed company to 5PM. At times, the role may have early or late hours to meet reputed company and business deadlines.

Working Conditions: This position may be in a reputed company office environment or a dedicated home office workspace which is free of interruptions. Basic technology needs will be provided to satisfy position requirements. This role involves routine sitting and standing for periods of time. No heavy lifting over 10 lbs. Travel may be necessary.

Application Deadline: The initial deadline for applications is 8/3/2026. Applications submitted after this date may still be considered on a rolling reputed company until the position/program is filled. We encourage reputed company 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 reputed company pay reputed company this reputed company will be based on a reputed company 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 reputed company’ incentive compensation programs.

reputed company Pay reputed company $127,500—$150,000 USD

Benefits:

reputed company offers a competitive and robust benefit package to our employees. Our benefit programs are reputed company on meeting reputed company of our employees and their eligible dependents health and welfare needs. We offer the following:

• Company reputed company Basic Life & AD&D Insurance
• Company reputed company Short-Term and Long-Term Disability Insurance
• Supplemental Life Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
• Three reputed company medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
• reputed company Medical plans available in California
• Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.
• Two comprehensive Dental Plans
• reputed company Insurance Plan
• Dependent Care Savings Account for child and dependent care.
• 14 Company reputed company Holidays including a full week off at Thanksgiving.
• Generous reputed company time off program for vacation and reputed company days
• Employee Assistance Plan
• Family Medical Leave
• reputed company Parental Leave (8 weeks)
• Maternity benefits utilizing company reputed company STD, any supplemental STD, plus Parental Leave (8 weeks) to reputed company time for recovery, baby bonding, and enjoying your family time.
• Adoption Assistance Reimbursement Program
• Company reputed company Concierge Services for you and your loved ones for the reputed company 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 reputed company as an after-tax reputed company
• Pet Insurance
• Personalized financial planning and guidance from reputed company professionals, offered at preferred employee pricing

We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.

reputed company is an equal opportunity employer and does not discriminate on the reputed company of any characteristic protected by applicable federal, state, or local law. reputed company 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 PeopleTeam@merceradvisors.com. 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 reputed company of California, learn more about reputed company's California Consumer reputed company Policy here. CCPA Notice at Collection

Originally posted on Himalayas

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