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:
The Senior Analytics Engineer helps Mercer Advisors build a modern, trusted data foundation that wealth advisors, client service teams, and firm leaders can rely on. Reporting to the VP, Client Data & Analytics, you co-design and co-own the transformation and semantic layers that turn raw data from our platforms into governed, well-tested, documented datasets and metrics. This role sets the foundation for both served and self-serve analytics, so analysts and business users, including those using AI-enabled tools, can get trustworthy answers on their own. You bring software engineering discipline to analytics work — version control, automated testing, code review, and continuous integration — and help the team raise its standard for how data products are built, shipped, and maintained. This is a hands-on senior role with broad influence: you set patterns for the team, mentor other analysts and engineers, and partner with business and technology stakeholders.
Essential Job Functions for this role include:
Design, build, and maintain dbt models on Microsoft Fabric that transform raw source data into clean, well-documented staging, intermediate, and mart layers, following consistent layering and naming conventions.
Co-own the Power BI semantic layer, including certified semantic models, shared measures, and row-level security, so key metrics are defined once and reused consistently across reports, dashboards, and self-service analysis.
Establish and enforce data quality standards by writing dbt tests, source freshness checks, and data contracts with upstream producers, and by setting up monitoring and alerting for pipeline and data issues.
Introduce and maintain software engineering practices for analytics, including Git-based workflows, pull request reviews, automated CI/CD for dbt and Fabric deployments, and separate development, test, and production environments.
Partner with wealth advisors, client service teams, finance, operations, and technology to translate business questions into reliable data models and metric definitions, and to retire duplicative or conflicting reporting.
Document models, metrics, and lineage with clear business definitions so analysts, business users, and AI-enabled tools can find, understand, and correctly use data on their own, and maintain a catalog of certified datasets and their owners.
Optimize performance and cost of transformations and semantic models through sound incremental loading, partitioning, and query design.
Work with the Information Security,…