Senior Investment Strategist – Texas

🕒 Maio 9

🤠 Texas – Remoto

🤠 Texas – Remote

💵 $150.000 - $180.000 / ano

⏰ Tempo Integral

🟠 Sênior

💸 Planejamento e Análise Financeira (FP&A)

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Mercer Advisors

SiteLinkedInTodas as Vagas

501 - 1000 funcionários

Fundada em 1985

💳 Fintech

💸 Finanças

👥 B2C

Fintech • Finance • B2C

A Mercer Advisors é uma empresa de consultoria financeira abrangente que se concentra em simplificar e ampliar a vida financeira dos clientes. Eles oferecem um serviço de estilo family office, proporcionando uma equipe unificada de planejadores financeiros, investidores, contadores e especialistas em patrimônio que elaboram planos financeiros personalizados para as necessidades individuais. Com mais de 40 anos de experiência, a empresa enfatiza um serviço personalizado, focado em fiduciário, sem comprometer a gestão de portfólio em nível institucional, tornando-o acessível para famílias e indivíduos que buscam melhorar seu futuro financeiro.

Descrição

• Work in close partnership with clients’ financial advisors to craft and deliver portfolio construction, asset location, vehicle selection, and other investment-related advice to a select group of assigned high net worth clients • Represent and provide expert insight into the firm’s investment philosophy, processes, and platform to local advisor teams and HNW clients • Provide thought leadership, portfolio construction, service, and analytical support to local advisor teams • Ensure timely completion of annual portfolio reviews (including Reg 9s, if applicable) by local advisor teams, in accordance with the firm’s compliance and investment department requirements. • Engagement in industry associations, events and research to stay on top of trends and developments • Some travel required to build and manage relationships with regional offices and/or key client relationships

🎯 Requisitos

• 10 years client facing wealth management experience preferred, ideally in an independent wealth management firm, RIA, or similar firm • MBA or CFA a plus • Familiarity with private market investments, alternative asset solutions and quantitative, factor-based investing a plus • Strong quantitative skills preferred • Exceptional client communication skills, both written and verbal • Ability to communicate effectively and frequently with multiple stakeholders working remotely across the United States • Strong team player with a commitment to collaboration and teamwork • Series 65 required, unless otherwise exempt due to attainment of other professional designations (CFA, CFP, etc.)

🏖️ Benefícios

• 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