Manager, Senior Portfolio Consultant

Mercer Advisors

1d • Onsite

About The Position

The Manager, Senior Portfolio Consultant II plays a critical role in overseeing the Portfolio Consulting department within markets, managing a team of direct reports, and ensuring the effective management of investment portfolios. Working closely with Wealth Advisors, Operations, Portfolio Management, Compliance, and Trading departments, this role drives strategic alignment and exceptional service delivery. Responsibilities include leading strategic initiatives, resolving bottlenecks, analyzing team reporting, managing day-to-day workflow, and communicating progress to leadership. Additionally, this role oversees resource allocation within the division, mentors Portfolio Consultants, and contributes to the growth and excellence of investment management services within the organization.

Requirements

• Bachelor’s degree required
• Series 65 required
• Minimum 4-10 years preferred of related experience in financial services
• Experience leading and managing a team of direct reports
• Advanced knowledge of MS Excel required, including advanced data analytics
• Strong problem-solving experience and skills
• Strong communication skills, both written and verbal and highly collaborative approach
• Organized and detail oriented
• Ability to manage and prioritize multiple tasks
• Excellent communication, analytical and organizational skills

Nice To Haves

• CFP, CFA or advanced degree a plus
• Working knowledge of Orion and Morningstar preferred

Responsibilities

• Lead and oversee a team of Portfolio Consultants, providing guidance, coaching, and support to maximize team performance.
• Strategically plan and allocate resources to optimize capacity and ensure achievement of Key Performance Indicators.
• Foster a culture of innovation and continuous improvement, driving process enhancements and operational efficiencies.
• Develop and implement project management methodologies and best practices to build on the team’s skills and abilities.
• Communicate investment philosophy and available investment strategies clearly and effectively.
• Ensure exceptional service delivery is being provided for Wealth Advisor Teams and end clients across all Portfolio Consultants.
• Must have the ability to work both independently as well as within a team on multiple time-sensitive projects with a high degree of accuracy and attention to detail.
• Lead presentations on various investment topics to Wealth Advisor teams.
• Demonstrate a comprehensive understanding of capital markets and portfolio design & management.
• Expertise in investment vehicles, models and platform, including public and private markets.
• Take ownership of managing standardized workflows and investment processes, ensuring consistency, accuracy, and efficiency.
• Implement department or firm-level process improvements to increase efficiency and enhance client experience.
• Handle trade corrections and implement processes to reduce trade errors.

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 plans 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 if 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 provide time for recovery, baby bonding, and enjoying your family time.
• Adoption Assistance Reimbursement Program
• Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.
• 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option
• Pet Insurance
• Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing

What This Job Offers

• Job Type: Full-time
• Career Level: Senior