Portfolio Consultant

This is a fully remote position, open to applicants in United States.

📋 Description

• Drive investment management services for Wealth Advisors.

• Act as the primary contact for investment and portfolio management.

• Consult with Advisors on portfolio strategy and objectives through meetings.

• Ensure precise execution of investment implementations.

• Assist newly acquired firms in adapting to the investment platform and models.

• Create investment deliverables for potential clients to facilitate organic growth.

• Collaborate with Wealth Advisors, Operations, Portfolio Management, Compliance, and Trading teams.

• Articulate the investment philosophy and available investment strategies.

• Provide timely and proactive updates on portfolio implementation status.

• Lead presentations on investment-related topics for Wealth Advisor teams.

• Aid new Portfolio Consultants in developing competencies in the investment platform.

• Utilize knowledge of capital markets, portfolio design, and management.

• Align Advisor implementation goals with suitable investment strategies.

• Work with complex investment vehicles, models, and platforms, including both public and private markets.

• Draft, support, and review analytics, proposals, and deliverables.

• Address portfolio inquiries and coordinate process improvements.

• Oversee standardized workflows and investment processes.

• Manage multiple concurrent portfolio implementations to meet or exceed service level agreements (SLAs).

• Audit implementations against target portfolio objectives.

• Provide training for new hires.

⛳️ Requirements

• Bachelor's degree from an accredited institution is preferred, ideally in Business, Economics, Psychology, or Finance.

• CFP® and/or Series 65 certification is required.

• CFA or an advanced degree is preferred.

• A minimum of 3 years of experience in the financial industry is required.

• Familiarity with Orion and Morningstar is preferred.

• Advanced proficiency in MS Excel is preferred, including skills in advanced data analytics.

• Strong problem-solving abilities and experience.

• Excellent analytical and organizational skills are necessary.

• Strong written and verbal communication skills, along with a highly collaborative approach.

• Must be organized and detail-oriented.

• Ability to manage and prioritize multiple tasks effectively.

• Availability from Monday to Friday, 8 AM to 5 PM, with occasional early or late hours.

• A dedicated home office workspace that is free from interruptions is required.

• 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 plan options, 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 for those 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 during Thanksgiving.

• Generous paid time off program encompassing vacation and sick days.

• Employee Assistance Plan.

• Family Medical Leave.

• Paid Parental Leave (8 weeks).

• Maternity benefits incorporating 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 featuring Traditional and Roth options, per pay period match, and after-tax options.

• Pet Insurance.

• Personalized financial planning and guidance from Mercer Advisors professionals at preferred employee pricing.

• Eligibility for incentive compensation.