Portfolio Consultant III

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

📋 Description

• Lead investment management services for Wealth Advisors, acting as the primary contact for investment and portfolio management.

• Engage with Advisors to discuss portfolio strategies and objectives.

• Ensure precise execution of investment implementations.

• Act as a liaison for newly acquired firms integrating into Mercer Advisors’ investment platform and models.

• Create investment deliverables aimed at prospective clients to foster organic growth.

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

• Convey investment philosophy and available investment strategies.

• Offer proactive and timely updates on portfolio implementations.

• Present investment strategies and lead discussions on investment topics for Wealth Advisor teams.

• Assist new Portfolio Consultants in building essential competencies within the investment platform.

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

• Align Advisor implementation goals with suitable investment strategies.

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

• Draft, support, and review analytics, proposals, and deliverables for Wealth Management Teams.

• Address portfolio inquiries and coordinate process enhancements with central teams.

• Oversee standardized workflows and investment processes.

• Manage simultaneous portfolio implementations to fulfill or surpass Service Level Agreements.

• Review implementations for alignment with target portfolio objectives.

• Conduct training for new hires.

⛳️ Requirements

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

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

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

• CFA or an advanced degree is preferred.

• Familiarity with Orion and Morningstar is preferred.

• Advanced proficiency in MS Excel is preferred, particularly in data analytics.

• In-depth understanding of capital markets and portfolio design and management is essential.

• Expertise in complex investment vehicles, models, and platforms, including public and private markets.

• Strong problem-solving skills and experience are required.

• Excellent analytical and organizational abilities are needed.

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

• Must be organized and detail-oriented.

• Capability to manage and prioritize multiple tasks effectively.

• Ability to work both independently and as part of a team on various time-sensitive projects with high accuracy and attention to detail.

• Availability during standard business hours, Monday to Friday, 8AM-5PM, with occasional early or late hours.

• A dedicated home office workspace free of distractions or a professional office environment is necessary.

• Willingness to travel up to 10% of the time is required.

🏝️ 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 for vacation and sick days.

• Employee Assistance Plan.

• Family Medical Leave.

• Paid Parental Leave (8 weeks).

• Maternity benefits that include company-paid STD, any supplemental STD, plus Parental Leave (8 weeks) for recovery, bonding with the baby, and family time.

• Adoption Assistance Reimbursement Program.

• Company Paid Concierge Services for you and your loved ones, addressing various caring needs for aging parents, young children, life's challenges, and more.

• 401(k) Retirement Plan with both Traditional and Roth options, including matching contributions and an after-tax option.

• Pet Insurance.

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

• Eligibility for incentive compensation through one of Mercer Advisors’ incentive compensation programs.

• Basic technology needs provided for the role.

• Flexible national footprint with an option for a dedicated home office workspace.