Portfolio Consultant II

📋 Description

• Effectively communicate to grasp client objectives in order to achieve desired outcomes.

• Proactively and promptly provide status updates on portfolio implementations.

• Ensure an outstanding experience for our Wealth Advisor Teams in the development and execution of investment strategies.

• Demonstrate the ability to work both independently and collaboratively on multiple time-sensitive projects, maintaining a high level of accuracy and attention to detail.

• Possess a working knowledge of capital markets and portfolio design.

• Skillfully align Advisor implementation goals with available investment strategies.

• Draft, support, and audit Envestnet proposals (and related software deliverables) for Wealth Management Teams.

• Understand account configuration options, including cash reserves, rebalancing frequency, and do-not-buy/do-not-sell restrictions.

• Have a working knowledge of short-term and long-term capital gains tax to assist in transitioning portfolios over desired time horizons.

• Responsible for executing standardized workflows and investment processes.

• Manage multiple portfolio implementations concurrently to meet or exceed Service Level Agreements.

• Offer recommendations on process enhancements to boost efficiency and improve client experience.

• Collect and accurately submit portfolio-level data for implementation and swiftly resolve any issues.

• Audit implementations to ensure outcomes align with target portfolio objectives.

• Assist in training new hires, ensuring the team is equipped to provide exceptional investment management services.

⛳️ Requirements

• A 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 2 years of experience in the financial industry is necessary.

• Working knowledge of Envestnet, Orion, and Morningstar is preferred.

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

• Proven problem-solving experience and skills are essential.

• Strong written and verbal communication skills with a highly collaborative approach are required.

• Must be organized and detail-oriented.

• Ability to manage and prioritize multiple tasks effectively.

🏝️ 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 expenses.

• 14 Company Paid Holidays, including a full week off for Thanksgiving.

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

• Employee Assistance Plan.

• Family Medical Leave.

• Paid Parental Leave (8 weeks).

• Maternity benefits including company paid STD, any supplemental STD, and Parental Leave (8 weeks) for recovery, bonding, and family time.

• Adoption Assistance Reimbursement Program.

• Company Paid Concierge Services for you and your loved ones covering a range of caring needs for aging parents, young children, life’s challenges, and more.

• 401(k) Retirement Plan offering both Traditional and Roth options with per pay period matching, as well as an after-tax option.

• Pet Insurance.

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