Senior Investment Strategist – Texas

📋 Description

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

• Represent and offer expert insight into the firm’s investment philosophy, processes, and platform to local advisor teams and high net worth clients.

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

• Ensure the timely execution of annual portfolio reviews (including Reg 9s, if applicable) by local advisor teams, adhering to the firm’s compliance and investment department standards.

• Engage in industry associations, events, and research to stay informed on trends and developments.

• Occasional travel required to cultivate and manage relationships with regional offices and/or key client accounts.

⛳️ Requirements

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

• An MBA or CFA designation is a plus.

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

• Strong quantitative skills are preferred.

• Outstanding client communication abilities, both written and verbal.

• Capacity to communicate effectively and frequently with multiple stakeholders working remotely across the United States.

• A strong team player with a dedication to collaboration and teamwork.

• Series 65 is required unless exempt due to possession of 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.

• 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) to allow for recovery, baby bonding, and family time.

• Adoption Assistance Reimbursement Program.

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

• 401(k) Retirement Plan with both Traditional and Roth options, including a per-pay-period match and an after-tax option.

• Pet Insurance.

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