Investment Strategist - Hybrid (Pacific, Mountain, or Central Time Zones)

Mercer Advisors•Denver, CO

13d•$161,500 - $190,000•Hybrid

About The Position

The Investment Strategist works within the Investment Department’s Portfolio Management Group (PMG), the client-facing side of the Investment organization. The role supports regional advisor teams and reports to the Sr. Director, Investment Strategy. Investment Strategists provide thought leadership, portfolio construction, sales, service, and analytical support to local advisor teams. As local representatives of the firm’s investment department, they provide expert insight into its investment philosophy, processes, and platform, primarily to advisors and high-net-worth clients. The role partners closely with financial advisors to develop and deliver portfolio construction, asset location, vehicle selection, and other investment-related advice to assigned high-net-worth clients. It also involves ensuring timely annual portfolio reviews in accordance with compliance and investment department requirements, keeping current with industry trends, and traveling as needed to build and manage regional-office and key-client relationships. This is a hybrid role, with a strong preference for candidates in the Central, Mountain, or Pacific time zones.

Requirements

10 years of client-facing wealth management experience is preferred, ideally at an independent wealth management firm, RIA, or similar firm.
Exceptional written and verbal client communication skills.
Ability to communicate effectively and frequently with multiple stakeholders working remotely across the United States.
Strong team player committed to collaboration and teamwork.
Series 65 required unless exempt through attainment of another professional designation, such as CFA or CFP.

Nice To Haves

MBA or CFA.
Familiarity with private market investments, alternative asset solutions, and quantitative, factor-based investing.
Strong quantitative skills.
Client-facing wealth management experience at an independent wealth management firm, RIA, or similar firm.

Responsibilities

Partner with clients’ financial advisors to craft and deliver portfolio construction, asset location, vehicle selection, and other investment-related advice to assigned high-net-worth clients.
Represent the firm’s investment department and provide expert insight into its investment philosophy, processes, and platform to local advisor teams and high-net-worth clients.
Provide thought leadership, portfolio construction, service, and analytical support to local advisor teams.
Ensure local advisor teams complete annual portfolio reviews, including Reg 9s where applicable, on time and in accordance with firm compliance and investment department requirements.
Engage with industry associations, events, and research to stay current on trends and developments.
Travel as needed to build and manage relationships with regional offices and/or key client relationships.

Benefits

Company-paid basic life and AD&D insurance.
Company-paid short-term and long-term disability insurance.
Supplemental life and AD&D, short-term disability, accident, critical illness, and hospital indemnity insurance.
Medical plans, including high-deductible and traditional co-pay options; Kaiser medical plans are available in California.
Health Savings Account with company contributions for employees enrolled in either high-deductible health plan.
Two comprehensive dental plans.
Vision insurance.
Dependent Care Savings Account.
14 company-paid holidays, including a full week off at Thanksgiving.
Paid time off for vacation and sick days.
Employee Assistance Plan.
Family Medical Leave.
Paid parental leave of eight weeks.
Maternity benefits using company-paid short-term disability, any supplemental short-term disability, and parental leave.
Adoption assistance reimbursement program.
Company-paid concierge services for caregiving needs and other life challenges.
401(k) retirement plan with Traditional and Roth options, per-pay-period match, and an after-tax option.
Pet insurance.
Personalized financial planning and guidance from Mercer Advisors professionals at preferred employee pricing.
Incentive compensation eligibility.