Senior Portfolio 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

• Oversee the Portfolio Consulting department within markets and manage a team of direct reports • Lead and oversee Portfolio Consultants through guidance, coaching, and support • Plan and allocate resources to optimize capacity and achieve Key Performance Indicators • Foster innovation, continuous improvement, process enhancements, and operational efficiencies • Develop and implement project management methodologies and best practices • Communicate investment philosophy and available investment strategies • Ensure concierge-level service for Wealth Advisor teams and end clients • Lead presentations on investment topics for Wealth Advisor teams • Analyze capital markets, portfolio design, and portfolio management • Oversee investment vehicles, models, and platforms across public and private markets • Manage standardized workflows and investment processes for consistency, accuracy, and efficiency • Implement department- or firm-level process improvements • Handle trade corrections and reduce trade errors • Resolve bottlenecks, analyze team reporting, manage day-to-day workflow, and communicate progress to leadership

🎯 Requirements

• Bachelor’s degree required • Series 65 required • 4–10 years of related experience in financial services preferred • Experience leading and managing a team of direct reports • Working knowledge of Orion and Morningstar preferred • Advanced MS Excel knowledge, including advanced data analytics • Comprehensive understanding of capital markets and portfolio design and management • Expertise in investment vehicles, models, and platforms, including public and private markets • Strong problem-solving skills • Strong written and verbal communication skills • Highly collaborative approach • Organized and detail oriented • Ability to manage and prioritize multiple tasks • Daytime and evening availability as needed • Willingness to travel approximately 5%–10% • Must work inside in a professional office environment and handle standing and sitting; no heavy lifting over 10 lbs.

🏖️ 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 for you and your loved ones • 401(k) Retirement Plan with Traditional and Roth plans, per pay period match, and after-tax option • Pet Insurance • Personalized financial planning and guidance from Mercer Advisors professionals at preferred employee pricing