Senior Portfolio Consultant – Mountain or Pacific Time Zones

🕒 August 27

🇺🇸 United States – Remote

💵 $89.3k - $105k / year

⏰ Full Time

🟠 Senior

💼 Consultant

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Mercer Advisors

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 1985

🛡️ Insurance

💼 Consulting

💳 Fintech

Insurance • Consulting • Fintech

Mercer Advisors is a comprehensive financial advisory firm that focuses on simplifying and amplifying clients' financial lives. They offer a family office-style service, providing a unified team of financial planners, investors, accountants, and estate specialists who tailor financial plans to individual needs. With over 40 years of experience, the firm emphasizes personalized, fiduciary-focused service without compromising on institutional-grade portfolio management, making it accessible for families and individuals seeking to enhance their financial future.

📋 Description

• Execute investment implementations for complex portfolio transitions and high net worth clients • Serve as point person for newly acquired firms assimilating to the investment platform and models • Develop investment deliverables for prospective clients to support organic growth • Collaborate with Wealth Advisors, Operations, Portfolio Management, Compliance, and Trading departments • Communicate investment philosophy and available investment strategies • Provide proactive, timely portfolio implementation status updates • Deliver investment strategies and implementations for Wealth Advisor Teams • Lead presentations on various investment topics • Support new Portfolio Consultants in developing investment platform competencies • Match Advisor implementation goals with available investment strategies • Draft, support, and audit analytics, proposals, and deliverables • Manage account configuration options, including cash reserves, rebalancing frequency, and do-not-buy/do-not-sell restrictions • Apply capital gains tax knowledge to transition portfolios over desired time horizons • Troubleshoot portfolio inquiries and coordinate process improvement • Manage standardized workflows and investment processes • Manage concurrent portfolio implementations to meet or exceed Service Level Agreements • Audit implementations against target portfolio objectives • Oversee implementations for high net worth and ultra high net worth clients

🎯 Requirements

• Bachelor's degree from an accredited institution preferred, preferably Business, Economics, Psychology, or Finance related • CFP® and/or Series 65 required • CFA or advanced degree preferred • Minimum 4 years of financial industry related experience • Working knowledge of Orion and Morningstar preferred • Advanced knowledge of MS Excel, including advanced data analytics, preferred • Strong problem-solving experience and skills • Excellent analytical and organizational skills • Strong written and verbal communication skills and highly collaborative approach • Organized and detail oriented • Ability to manage and prioritize multiple tasks • Availability Monday through Friday, 8AM to 5PM, with occasional early or late hours • Dedicated home office workspace or professional office environment free of interruptions • Ability to travel up to 10% of the time

🏖️ Benefits

• 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 • 401(k) Retirement Plan with Traditional and Roth plans, per-pay-period match, and after-tax option • Pet Insurance • Personalized financial planning and guidance at preferred employee pricing • Basic technology needs provided for the position • Incentive compensation eligibility