Senior Portfolio Consultant

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

📋 Description

• Supervise the Portfolio Consulting department within the markets and manage a team of direct reports.

• Provide leadership and direction to Portfolio Consultants through guidance, coaching, and support.

• Strategically plan and allocate resources to maximize capacity and achieve Key Performance Indicators.

• Promote innovation, continuous improvement, process enhancements, and operational efficiencies.

• Design and apply project management methodologies and best practices.

• Articulate investment philosophy and available investment strategies.

• Ensure a concierge-level service experience for Wealth Advisor teams and end clients.

• Conduct presentations on investment topics for Wealth Advisor teams.

• Examine capital markets, portfolio design, and portfolio management.

• Oversee investment vehicles, models, and platforms across both public and private markets.

• Manage standardized workflows and investment processes to ensure consistency, accuracy, and efficiency.

• Implement improvements at the department or firm level.

• Address trade corrections and minimize trade errors.

• Resolve bottlenecks, analyze team reporting, oversee daily workflows, and communicate progress to leadership.

⛳️ Requirements

• Bachelor’s degree is required.

• Series 65 certification is required.

• 4–10 years of relevant experience in financial services is preferred.

• Proven experience in leading and managing a team of direct reports.

• Familiarity with Orion and Morningstar is preferred.

• Advanced knowledge of MS Excel, including expertise in data analytics.

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

• Proficiency in investment vehicles, models, and platforms across public and private markets.

• Strong problem-solving capabilities.

• Excellent written and verbal communication skills.

• Highly collaborative working style.

• Organized with a keen attention to detail.

• Ability to manage and prioritize multiple tasks effectively.

• Availability during daytime and evening hours as needed.

• Willingness to travel approximately 5%–10%.

• Must work in a professional office environment and manage both standing and sitting; no heavy lifting over 10 lbs.

🏝️ 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 offerings, 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 at Thanksgiving.

• Generous paid time off program for vacations 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).

• Adoption Assistance Reimbursement Program.

• Company Paid Concierge Services for you and your loved ones.

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

• Pet Insurance.

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