Director, Data

Why Work at Mercer Advisors?

For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.*

Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible.

Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country.

* 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.

Data is key to our organization and we’re looking for someone passionate about data to join our growing technology team. The Director, Data will be responsible for our data and the data strategy to drive business outcomes.  You will develop data policies, procedures, and own all aspects of data across the organization including collection, management and secure storage.   

Essential Job Functions for the Director, Data will include: 

• Thorough understanding of our business, data strategy, and using data to drive business outcomes
• Designing and implementing data strategies and systems
• Creating and maintaining optimal data architecture
• Assembling large, complex data sets that meet functional & non-functional business requirements
• Identifying, designing, and implementing internal process improvements: automating manual processes, optimizing data delivery, re-designing infrastructure for greater scalability
• Building the infrastructure required for optimal extraction, transformation and loading of data from a wide variety of data sources using relevant technologies
• Working with stakeholders to assist with data-related technical issues and support their data infrastructure needs
• Being the data steward with a strong data governance program and to secure the data and ensure data privacy
• Working with our analytics experts to strive for greater functionality in our data systems
• Building processes supporting data transformation, data structures, metadata, dependency and workload management
• Enterprise workflow orchestration Cloud ELT Five Tran
• Other duties as assigned

Required Knowledge, Skills, and Abilities: 

• Bachelor’s degree in a relevant field is required
• Minimum 8 years’ experience in Data Engineering is required
• Advanced working SQL knowledge and experience working with relational databases is required
• Experience working with SQL Server, Python
• Experience building and optimizing data pipelines, architectures, and data sets is required
• Experience performing root cause analysis on internal and external data and processes to answer specific business questions and identify opportunities for improvement is required
• Experience supporting and working with cross-functional teams in a dynamic environment
• Knowledge of Salesforce data structure is preferred
• Knowledge of working in Azure and AWS is preferred

Working Conditions: Professional office environment. Working inside. Standing and sitting. Will be assigned to a workstation. 

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 medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
• Health Savings Account (HSA) with company contributions on a per pay period basis 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 with 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 (6 weeks)
• Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 weeks) to provide time for recovery, baby bonding, and enjoying your family time.
• Adoption Assistance Reimbursement Program
• Company Paid Concierge Services for you and your loved ones for the spectrum 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
• Pet Insurance

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

Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws. Mercer Advisors provides equal employment opportunity in all aspects of employment and employee relations, including recruitment, hiring, training and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and all other terms, conditions, and privileges of employment in accordance with applicable federal, state, and local laws.

If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here.