Portfolio Consultant III

Mercer Advisors

1d•$73,000 - $86,000•Remote

About The Position

The Portfolio Consultant III will drive investment management services for Wealth Advisors. The role serves as a main point of contact for Wealth Management for investment and portfolio management. Primary responsibilities include meeting with Advisors to consult on portfolio strategy, objectives, and ensuring accurate completion of investment implementations. This role is deeply involved in the investment process, serving as a point person for newly acquired firms assimilating to our investment platform and models. In addition, this role is pivotal in supporting the firm’s organic growth by developing investment deliverables for prospective clients. Collaborating closely with Wealth Advisors, Operations, Portfolio Management, Compliance, and Trading departments, this role ensures strategic alignment and delivers exceptional service. This role provides excellent opportunity for career acceleration and advancement to many areas within the company including Portfolio Management, Investment Operations, and Wealth Management.

Requirements

Bachelor's degree from an accredited institution preferred (preferably Business, Economics, Psychology, or Finance related)
CFP® and/or Series 65 required
CFA or advanced degree preferred
Minimum 3 years of financial industry related experience
Working knowledge of Envestnet, Orion and Morningstar preferred
Advanced knowledge of MS Excel preferred, including advanced data analytics
Strong problem-solving experience and skills
Excellent analytical and organizational skills
Strong communication skills, both written and verbal and highly collaborative approach
Organized and detail oriented
Ability to manage and prioritize multiple tasks

Responsibilities

Communicate investment philosophy and available investment strategies clearly and effectively.
Provide status updates on portfolio implementations proactively and timely.
Deliver an excellent experience to our Wealth Advisor Teams in developing and implementing investment strategies
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.
Support new Portfolio Consultants with developing core competencies within investment platform.
Demonstrate a comprehensive understanding of capital markets and portfolio design & management.
Ability to effectively match Advisor implementation goals with available investment strategies.
Expertise in complex investment vehicles, models, and platform, including public and private markets.
Drafting, supporting, and auditing Envestnet proposals (and related software deliverables) for Wealth Management Teams.
Understanding of account configuration options including cash reserves, rebalancing frequency, and do-not-buy / do-not-sell restrictions
Comprehensive knowledge of short-term and long-term capital gains tax to help transition portfolios over desired time-horizons.
Strong grasp on overall process & workflow to help troubleshoot portfolio inquiries.
Collaborate with key central teams to coordinate process improvement.
Responsible for managing standardized workflows and investment processes
Manage portfolio implementations concurrently to meet or exceed Service Level Agreements
Audit implementations to ensure outcome is consistent with target portfolio objectives
Lead the training of new hires, ensuring the team is well-prepared to deliver exceptional investment management services.

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