Vice President, Client Data – Analytics

Mercer Advisors

. Own and evolve client service insights, tracking performance against client promises and measuring onboarding quality .

Posted 9/24/2026full-timeRemote • United StatesLead💰 $191,250 - $225,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in client lifecycle analytics, including NPS, churn prediction, and engagement modeling, while effectively translating complex data into actionable insights for diverse stakeholders. Proven leadership in building high-performing analytics teams and driving client engagement through data governance and analytics products.

Highest-signal resume keywords

Data AnalyticsClient InsightsSQL ProficiencyPredictive ModelingCross-Functional Collaboration

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Data AnalyticsClient Lifecycle AnalyticsPredictive ModelingSQLDashboard DesignEngagement ModelingChurn PredictionSegmentationMachine Learning ConceptsData Governance

Soft Skills

Cross-Functional CollaborationInfluencing Without Authority

Tools & Technologies

SalesforcePower BITableauAzureAWS

Industry Keywords

Financial ServicesWealth ManagementClient-Centric Professional Services

Tech Stack

Tools & technologies

AWSAzureCloudSQLTableau

About the role

Key responsibilities & impact

Own and evolve client service insights, tracking performance against client promises and measuring onboarding quality
Lead the client opportunity function, including the opportunity engine and dashboards surfacing growth and retention opportunities
Manage client sentiment and risk analytics, including NPS programs, client check-in workflows, and predictive models identifying at-risk relationships
Drive client action plan capabilities with client-facing and advisor-facing products translating insights into prioritized next steps
Oversee client engagement and communication analytics, including cadence design and measurement
Build and maintain client specialty tagging infrastructure, including employer and niche tagging
Lead Upgrades & Repricing analytics and support related commercial repricing processes and communications
Partner with advisory, technology, and operations teams to identify data needs, resolve data challenges, and improve client intelligence
Establish and uphold data governance practices for accuracy, privacy, and security
Build, lead, and develop a high-performing analytics team
Potential future scope includes advisory team position management, coverage modeling, practice analytics, transition management support, and advisor risk analytics

Requirements

What you’ll need

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 operational and executive audiences
Proven ability to translate complex data into clear, actionable insights for non-technical stakeholders
Experience with predictive modeling, machine learning concepts, or data science teams to develop client risk and opportunity models preferred
Knowledge of Salesforce data structure and CRM-integrated analytics preferred
Experience with cloud data platforms (Azure, AWS, or equivalent) and BI tools (Power BI, Tableau, or similar) preferred
Strong cross-functional collaboration skills and 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
Availability Monday through Friday, 8AM to 5PM, with occasional early or late hours
Dedicated home office workspace free of interruptions if working from home

Benefits

Comp & perks

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 contributions if enrolled in either HDHP medical plan
Two comprehensive Dental Plans
Vision Insurance Plan
Dependent Care Savings Account for child and dependent care
14 Company Paid Holidays including a full week off at Thanksgiving
Generous paid time off program for vacation and sick days
Employee Assistance Plan
Family Medical Leave
Paid Parental Leave (8 weeks)
Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks)
Adoption Assistance Reimbursement Program
Company Paid Concierge Services for you and your loved ones
401(k) Retirement Plan with Traditional and Roth plans, per pay period match, and after-tax option
Pet Insurance
Personalized financial planning and guidance from Mercer Advisors professionals at preferred employee pricing
Incentive compensation eligibility