Senior Portfolio Consultant – Mountain or Pacific Time Zones

🔥 18 hours ago

🇺🇸 United States – Remote

💵 $89.3k - $105k / year

⏰ Full Time

🟠 Senior

💼 Consultant

👻 Ghost score 0%

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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 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 • Lead presentations on various investment topics to Wealth Advisor teams • Support new Portfolio Consultants in developing core competencies within the investment platform • Match Advisor implementation goals with available investment strategies • Draft, support, and audit analytics, proposals, and deliverables for Wealth Management Teams • Manage standardized workflows and investment processes • Coordinate process improvement with key central teams • Manage concurrent portfolio implementations to meet or exceed Service Level Agreements • Audit implementations for consistency with target portfolio objectives • Oversee implementations for high net worth and ultra high net worth clients • Provide insights to optimize client portfolios and enhance the client experience

🎯 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 preferred, including advanced data analytics • Strong problem-solving experience and skills • Excellent analytical and organizational skills • Strong communication skills, both written and verbal and highly collaborative approach • Organized and detail oriented • Ability to manage and prioritize multiple tasks • Availability during standard business hours Monday through Friday, 8AM to 5PM, with occasional early or late hours • Ability to work independently and within a team on multiple time-sensitive projects with high accuracy and attention to detail • 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) 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 • Basic technology needs will be provided to satisfy position requirements • Incentive compensation eligibility through one of Mercer Advisors’ incentive compensation programs