Portfolio Consultant III

🔥 0 minutes ago

Apply Now

Find Similar Remote Jobs

Set Up Email Alert For New Jobs

📊 Check your resume score for this job

Improve your chances of getting an interview by checking your resume score before you apply.

Upload Resume

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

• Drive investment management services for Wealth Advisors and serve as a main point of contact for investment and portfolio management • Meet with Advisors to consult on portfolio strategy and objectives • Ensure accurate completion of investment implementations • Serve as a point person for newly acquired firms assimilating to Mercer Advisors’ 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 and timely status updates on portfolio implementations • Deliver investment strategies and lead presentations on investment topics to Wealth Advisor teams • Support new Portfolio Consultants in developing core competencies within the investment platform • Apply knowledge of capital markets, portfolio design, and management • Match Advisor implementation goals with available investment strategies • Work with complex investment vehicles, models, and platforms, including public and private markets • Draft, support, and audit analytics, proposals, and deliverables for Wealth Management Teams • Troubleshoot portfolio inquiries and coordinate process improvement with central teams • Manage standardized workflows and investment processes • Manage concurrent portfolio implementations to meet or exceed Service Level Agreements • Audit implementations for consistency with target portfolio objectives • Lead training of new hires

🎯 Requirements

• CFP® and/or Series 65 required • Minimum 3 years of financial industry related experience • Bachelor's degree from an accredited institution preferred, preferably Business, Economics, Psychology, or Finance related • CFA or advanced degree preferred • Working knowledge of Orion and Morningstar preferred • Advanced knowledge of MS Excel preferred, including advanced data analytics • Comprehensive understanding of capital markets and portfolio design and management • Expertise in complex investment vehicles, models, and platforms, including public and private markets • 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 • Ability to work independently and within a team on multiple time-sensitive projects with a high degree of accuracy and attention to detail • Availability during Monday-Friday standard business hours, 8AM-5PM, with occasional early or late hours • Dedicated home office workspace free of interruptions or professional office environment • Willingness 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) 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 • Incentive compensation eligibility through one of Mercer Advisors’ incentive compensation programs • Basic technology needs provided for the position • Flexible national footprint / dedicated home office workspace option