Senior Investment Strategist – Texas

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

📋 Description

• Collaborate closely with clients' financial advisors to develop and deliver tailored portfolio construction, asset location, vehicle selection, and other investment-related guidance for a select group of high net worth clients.

• Represent the firm by providing expert insights into its investment philosophy, processes, and platform to local advisory teams and HNW clients.

• Offer thought leadership, portfolio construction, service, and analytical support to local advisory teams.

• Ensure that annual portfolio reviews are completed on time (including Reg 9s, if applicable) by local advisory teams, adhering to the firm's compliance and investment department standards.

• Participate in industry associations, events, and research to stay updated on trends and developments.

• Some travel may be required to build and maintain relationships with regional offices and/or key client accounts.

⛳️ Requirements

• A minimum of 10 years of client-facing wealth management experience preferred, ideally within an independent wealth management firm, RIA, or a similar organization.

• An MBA or CFA designation is a plus.

• Familiarity with private market investments, alternative asset solutions, and quantitative, factor-based investing is advantageous.

• Strong quantitative skills are preferred.

• Excellent client communication skills, both written and verbal.

• Ability to communicate effectively and regularly with multiple stakeholders working remotely across the United States.

• A strong team player committed to collaboration and teamwork.

• Series 65 required, unless exempt due to other professional designations (CFA, CFP, etc.).

🏝️ 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 utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) for recovery, baby bonding, and family time.

• Adoption Assistance Reimbursement Program.

• Company Paid Concierge Services for you and your loved ones to assist with aging parents, young children, life’s challenges, and more.

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

• Pet Insurance.

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