---
title: 'Senior People Operations Analyst at Mercer Advisors'
canonical: 'https://feeny.ai/job/senior-people-operations-analyst-mercer-advisors-united-states-t4spfbdgx754'
type: 'job'
last_seen: '2026-11-05'
---

# Senior People Operations Analyst at Mercer Advisors

- **Company:** Mercer Advisors
- **Location:** United States
- **Compensation:** $85k–$95k
- **Work type:** remote
- **Posted:** 2026-11-02
- **Last confirmed live:** 2026-11-05
- **Apply:** https://job-boards.greenhouse.io/merceradvisors/jobs/5468397008

## Job description

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](https://www.barrons.com/advisor/report/top-financial-advisors/ria?page=1&).

Job Summary:

The Sr. People Operations Analyst is the technical subject matter expert and strategic owner of our HR systems, accountable for administration, configuration, integrations, reporting, data governance, and ongoing optimization. The role partners closely with the People Team, IT, Finance, Compliance, BI, and business leaders to deliver reliable, scalable HR technology and workforce insights people can act on.

As a member of the team, you help lead system implementations, enhancements, and upgrades, protect data integrity and security, and turn People data into analysis that supports compliance and decision making. You bring project management, analytical, and communication skills, along with deep functional knowledge of HR processes and HR technology, particularly UKG Pro. You also serve as a go-to resource and mentor for teammates on systems and reporting.

Essential Functions:

HRIS Ownership and Administration

- Serve as the owner for all HRIS enhancements, configurations, upgrades, security roles, and integrations across the HR technology stack and connected enterprise systems.
- Lead ongoing optimization of HR technology modules, including performance management, talent acquisition, compensation planning, learning, and future capabilities.
- Perform regular system audits to confirm data accuracy, security, compliance, and alignment with business needs.
- Maintain comprehensive documentation of system configurations, integrations, controls, and processes.
- Own HRIS release management: review vendor releases, assess impact, configure, test, run user acceptance testing, coordinate deployment, and support post-release adoption and issue resolution.

System Implementations and Integrations

- Partner with the People Team, IT, and external vendors to lead and support implementation of new HR systems, stabilization, and long-term optimization of HR technology platforms.
- Troubleshoot and resolve issues with system integrations, file feeds, and vendor data exchanges.
- Collaborate with IT to establish and maintain security standards, access controls, and segregation of duties for all data transfers and integrations.
- Serve as the day-to-day point of contact for HR technology vendors, including escalations, service issues, and renewal input.

Reporting, Analytics, and Data Governance

- Own People Team reporting and analytics, including standard, ad hoc, executive, and regulatory reporting.
- Design, build, and maintain dashboards and reports that support the People Team, leadership, and cross-functional business needs.
- Serve as People Team data steward, establishing and enforcing data definitions, governance standards, and usage guidelines across systems.
- Develop and maintain a centralized report inventory and tracker (report names, descriptions, data sources, and usage guidance) to ensure continuity during absences.
- Partner with department leaders to set recurring reporting calendars for monthly, quarterly, and annual deliverables.
- Implement intake, tracking, prioritization, and service level agreements for reporting requests.
- Translate People data into insights and recommendations for senior leadership and Board-level reporting as needed.

Cross-Functional Collaboration and Process Improvement

- Use HR technology to streamline, standardize, and continuously improve HR processes, workflows, and the user experience.
- Partner proactively with Finance, Accounting, Compliance, Marketing, BI, and IT to meet reporting, analytics, and data needs on time.
- Lead end-to-end review and redesign of HR processes so system capabilities match business requirements.
- Identify automation opportunities and eliminate manual workarounds across HR and Payroll workflows.
- Act as an internal consultant on how HR technology can improve efficiency, scalability, and compliance.

Compliance, Audit, and Risk Management

- Lead preparation and submission of the federal EEO-1, applicable state EEO reports (including California), and other required equal employment opportunity reports.
- Establish and maintain HRIS data audit practices to ensure accurate, compliant submissions.
- Support internal and external audits related to HR systems, payroll, benefits, data privacy, and controls.
- Partner with HR leadership to review year-over-year trends, document variances, and support employee classification reviews.
- Proactively identify system-related risks and recommend mitigation strategies.

Project and Change Management

- Manage multiple concurrent projects, balancing strategic initiatives with day-to-day operational responsibilities.
- Evaluate change impact and provide assessments for HR technology changes.
- Develop training materials, job aids, and communications for HR, managers, and employees.
- Measure adoption, usage, and effectiveness of HR systems and recommend improvements.
- Mentor and coach People Team members on system use, reporting practices, and data standards.

Competencies:

- Self-Motivated: Proactively builds knowledge of HR technology, HR best practices, and business operations.
- Relationship Management: Builds trusted partnerships to deliver solutions and support organizational goals.
- Service Mindset: Approaches every interaction with employees and internal partners with quality, responsiveness, and professionalism.
- Critical Evaluation: Analyzes data and information to inform recommendations and sound business decisions.
- Ethical Practice: Upholds organizational values, data privacy, and compliance requirements while mitigating risk.
- Communication: Communicates effectively with executives, managers, employees, and HR and Payroll partners.

Education and Experience:

- Bachelor’s degree preferred; equivalent professional experience may substitute for a degree.
- 4 to 6 years of progressive HRIS or People Operations experience, including advanced report writing and analytics.
- Demonstrated experience with UKG required; UKG Pro and Cognos BI experience strongly preferred.
- Project management and cross-functional coordination experience preferred.
- Advanced proficiency with Microsoft Excel.

Working Conditions:

- Professional office environment. Work performed indoors. Prolonged periods of sitting and standing at a workstation. Minimal physical demands. No lifting over 5 pounds.

Application Deadline: The initial deadline for applications is 11/16/2026. Applications submitted after this date may still be considered on a rolling basis until the position/program is filled. We encourage all 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 base pay within this range will be based on a variety 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 Mercer Advisors’ incentive compensation programs.

Base Pay Range $85,000—$95,000 USD

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 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) 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 as well as an after-tax option
- Pet Insurance
- Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing

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

Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors 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](https://www.merceradvisors.com/applicant-notices-employment-rights/).

If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy [here](https://www.merceradvisors.com/ccpa/). [CCPA Notice at Collection](https://www.merceradvisors.com/notice-at-collection/)

If you are a resident of Washington State, learn more about your rights under the Washington Fair Chance Act [here](https://agportal-s3bucket.s3.us-west-2.amazonaws.com/Civil%20Rights%20Division/Fair%20Chance%20Act/FCA-Flyer_June%202026_English_Update.pdf?VersionId=mmfHLJ9an2.w58wsyA2a.Buxej.FZ06Y).

## About Mercer Advisors

## Company Overview
- **One-liner**: Mercer Advisors is a registered investment advisor (RIA) that delivers integrated wealth management services—including financial planning, investment management, tax, estate, insurance, and trustee services—through a unified, fiduciary-focused team.
- **Entity Type**: Private (private equity‑backed; majority owners: Genstar Capital, Oak Hill Capital, and Altas Partners)
- **Headquarters**: Denver, Colorado, USA
- **Founded**: 1985
- **Founders**: Kendrick Mercer (tax and estate attorney)

## Core Business
- **Primary industry**: Wealth management / Financial advisory (RIA)
- **Target customers**: Individuals, families, small‑business owners, plan sponsors, foundations, non‑profits, and endowments (primarily B2C)
- **Mission**: “Helping clients not worry about money” – guiding them toward what the firm calls “Economic Freedom.”

## Products & Services
- **[Financial Planning](https://www.merceradvisors.com/solutions/financial-planning/)**: Personalized long‑term strategies for retirement, education, estate, and other life goals (*Service*)
- **[Investment Management](https://www.merceradvisors.com/solutions/investment-management/)**: Institutional‑grade portfolios built and monitored by a team of 100+ investment professionals, delivered via the proprietary Aspen Investing platform (*Service*)
- **[Tax Planning & Preparation](https://www.merceradvisors.com/solutions/tax-planning-and-preparation/)**: In‑house tax services including annual filings (*Service*)
- **[Estate Planning](https://www.merceradvisors.com/solutions/estate-planning/)**: Strategies for wealth transfer, legacy planning, and trust administration (*Service*)
- **[Insurance Solutions](https://www.merceradvisors.com/solutions/insurance-solutions/)**: Risk‑management coverage options (*Service*)
- **[Trustee Services](https://www.merceradvisors.com/solutions/trustee-services/)**: Corporate trustee and trust administration support (*Service*)
- **Aspen Partners**: Family access to private market investments typically reserved for large institutions (*Investment platform*)
- **Specialty Solutions**: Retirement planning, Family & Health, Women & Wealth, Professions, Work & Business, and Unique Assets (*Advisory niches*)

## Market Standing
- **Client Assets**: $110 billion (as of May 31, 2026) – includes assets under management (AUM) and assets under advisement (AUA) [[merceradvisors.com](https://www.merceradvisors.com/)]
- **Valuation**: Not publicly available (private company)
- **Annual Revenue**: Not publicly available
- **Employees**: 1,530+ (2025) [[investmentnews.com](https://www.investmentnews.com/companies/mercer-advisors/265050)]; LinkedIn reports ~1,500 active profiles [[linkedin.com](https://www.linkedin.com/company/mercer-advisors)]
- **Notable Investors / Owners**: Genstar Capital (majority stake since 2015), Oak Hill Capital (joined 2019), Altas Partners; employee ownership also exists [[merceradvisors.com](https://www.merceradvisors.com/wp-content/uploads/2025/03/967404.pdf)]
- **Growth Signals**:  
  - Ranked **#1 RIA** by *Barron’s* in 2024 and 2025 [[merceradvisors.com](https://www.merceradvisors.com/)]  
  - Named **Best Overall Financial Advisory Firm for High‑Net‑Worth Individuals 2026** by *The Wall Street Journal Buy Side*  
  - 5‑Star rating in *Newsweek* America’s Top Financial Advisory Firms 2026  
  - 96+ acquisitions completed; added Long Run Wealth Advisors ($640 M) in early 2026  
  - Ultra‑high‑net‑worth arm (Regis Group) manages $20 B and grows >20% annually  
  - Active job postings: 104 (year‑over‑year increase of 48.6%) [[linkedin.com](https://www.linkedin.com/company/mercer-advisors)]

## Competitive Advantages
- **Single, unified team**: Combines advisors, planners, investment professionals, accountants, and estate strategists in‑house – no outsourcing or silos.
- **Fiduciary standard**: Operates as an independent fiduciary with no ties to banks, broker‑dealers, or insurers; clients’ best interest is embedded in the firm’s DNA.
- **National scale with local touch**: 110+ regional offices across the U.S. allow clients to work with a hand‑picked advisor backed by institutional resources.
- **Proven M&A integration**: Uses an “integrator model” that fully absorbs acquired practices, driving consistent organic growth.
- **Top industry recognition**: Consecutive #1 ranking in Barron’s Top 100 RIAs and other independent accolades signal trust and quality.

## Strategic Focus
- **Continued M&A**: One of the industry’s largest deal pipelines; the firm expects to maintain its pace of acquisitions to expand geographic reach and add capabilities.
- **Ultra‑high‑net‑worth expansion**: The Regis Group is scaling rapidly, targeting high‑net‑worth families and building on recent acquisitions like Singer Burke (Los Angeles tax firm).
- **Technology & platform development**: The chief technology and digital officer leads a 48‑person tech team to enhance the advisor and client experience.
- **Organic growth**: Combines a strong referral culture with cross‑selling among existing clients who use multiple services (planning, tax, estate, etc.).

## Why Work Here
- **Culture & values**: The firm’s mission is to help clients achieve “Economic Freedom,” and employees are part of a collaborative team working toward that goal. 50% of the workforce and client‑facing staff are women [[investmentnews.com](https://www.investmentnews.com/companies/mercer-advisors/265050)].
- **Flexibility**: Flexible work arrangements enable hiring talent from across the country.
- **Total rewards** [[merceradvisors.com/careers](https://www.merceradvisors.com/careers/)]:  
  - Medical, dental, vision, HSA contributions  
  - 401(k) with per‑pay‑period match (Traditional & Roth)  
  - Paid time off, sick leave, and 14 paid holidays plus a full week off at Thanksgiving  
  - 6 weeks paid parental leave, maternity benefits, family medical leave  
  - Company‑paid life, AD&D, short‑ and long‑term disability  
  - Pet insurance, adoption assistance, concierge services, employee assistance program (EAP)  
  - Company‑paid certifications and service anniversary awards  
- **Career growth**: Ongoing professional development, transparent internal mobility, and a strong track record of promoting from within. The firm has a large and growing workforce with numerous advisory and support roles.

## Sources
1. [Mercer Advisors – Careers page](https://www.merceradvisors.com/careers/)  
2. [Mercer Advisors – Main website](https://www.merceradvisors.com/)  
3. [InvestmentNews – Company profile](https://www.investmentnews.com/companies/mercer-advisors/265050)  
4. [Mercer Advisors – Form ADV (SEC filing)](https://www.merceradvisors.com/wp-content/uploads/2025/03/967404.pdf)  
5. [LinkedIn – Mercer Advisors](https://www.linkedin.com/company/mercer-advisors)

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